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Free CRE Guide · Cowork Edition

Claude Cowork for CRE.

A free CRE field guide from PSV. Claude Cowork isn't a fancier chatbot. With Fable 5.0 it plans, builds, and checks its own work across a full deal, sourcing to IC. Set it up Saturday. Run a live deal Sunday. Work differently Monday. Ten field-tested plays, no engineering background required.

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Inside the field guide

What you’ll learn.

01

Hand off the repetitive half of the deal

Cowork plus Fable 5.0 runs the monotonous 50 to 70% of your cycle: screening broker inbound and OMs, underwriting, T-12 reconciliation, variance reports. You stay on the relationships and the call.

02

Set up Saturday, live by Sunday

The ten plays, in order. The first steps lay the foundation (workspace, context, house style) so the role-specific work produces your output, not a generic one. Most guides skip this. We don't.

03

Cowork drafts, you decide

Every output is a draft you skim before it leaves the building. The one rule that keeps Cowork fast and safe across sourcing, screening, underwriting, diligence, and IC.

At a glance

What does Claude Cowork actually take over on a CRE deal?

The repetitive half of the deal the guide hands to Claude Cowork, and what stays with you
The taskWith Claude Cowork and Fable 5.0What stays with you
Screening broker inbound and OMsHanded off as part of the monotonous 50 to 70% of your cycleYou stay on the relationships and the call
UnderwritingCowork plans, builds, and checks its own work across the full dealEvery output is a draft you skim before it leaves the building
T-12 reconciliationRuns inside the repetitive half Cowork takes overYou decide; Cowork only drafts
Variance reportsDrafted by Cowork within the same handed-off workloadYou review before anything leaves the building
Weekend setupFoundation first: workspace, context, house style, so output is yours, not genericSet up Saturday, run a live deal Sunday, work differently Monday

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About us

We’ve closed the deals. Now we automate them.

Institutional CRE experience from PGIM and Voit, NSF-funded AI research published. We built our careers in real estate and enterprise software, then built the systems we wished we’d had.

Aidan Scudder

Aidan Scudder

Partner

Former Kochava and HPE. NSF-funded research on physics-informed neural networks. Designs the autonomous systems behind every PSV build.

KochavaHewlett Packard Enterprise
Zed Truong

Zed Truong

Partner

Former PGIM and Voit Real Estate. He has closed $1B+ in commercial real estate transactions and underwritten $11B+ across asset classes. Knows which workflows to automate first.

PGIMVoit Real Estate
Gedeon Baende

Gedeon Baende

Partner

Former Goldman Sachs engineer and AWS AI scholar. Awarded for AI battery degradation models, featured in an AWS documentary. Builds the systems that make engagements reliable.

Goldman SachsAWS

COMMON QUESTIONS

Claude Cowork for CRE, answered.

What is Claude Cowork for CRE?
Claude Cowork is not a fancier chatbot. With Fable 5.0 it plans, builds, and checks its own work across a full CRE deal, sourcing to IC. PSV's free field guide shows how to run it in commercial real estate with ten field-tested plays, set up in a weekend, with no engineering background required.
Which CRE tasks can Claude Cowork take over?
The monotonous 50 to 70 percent of your deal cycle: screening broker inbound and OMs, underwriting, T-12 reconciliation, and variance reports. You stay on the relationships and the call. With Fable 5.0, Cowork plans, builds, and checks its own work across the full deal, from sourcing through IC.
How long does it take to set up Claude Cowork for a CRE team?
A weekend. Set it up Saturday, run a live deal Sunday, work differently Monday. The guide's ten plays run in order: the first steps lay the foundation of workspace, context, and house style, so the role-specific work produces your output rather than a generic one. Most guides skip that step.
Is it safe to let Claude Cowork run deal work?
The guide's one rule keeps Cowork fast and safe across sourcing, screening, underwriting, diligence, and IC: Cowork drafts, you decide. Every output is a draft you skim, so nothing leaves the building without a human pass first.
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