Free Field Guide · For CRE operators
Everyone in CRE has the same Claude subscription. Some teams underwrite an OM in thirty minutes, others are still copy-pasting prompts into a blank box. The difference is not the tool and not the talent, it is the system around it. This free field guide is the five shifts we watched AI-native shops make, with the exact assignments, standards files, and review rules behind them.
“The team is highly impressed with the custom underwriting agent that we received.”
Brandon Rowell
Analyst · Westlake Realty Group
“The team is loving PSV AI Strategy and Build Framework.”
Kristina Chang
CEO · Westlake Realty Group
“We use PSV to underwrite IOS deals and produce BOVs in 1/10th the time it used to take us.”
Sid Bhatt
Commercial Advisor, CCIM SIOR · Saunders Real Estate
Takes 10 seconds. No credit card required.
Inside the playbook
01
Stop asking questions and start issuing assignments. Put your standards in a file the model reads. Plug it into the inbox, the deal room, and the model. Review the output like analyst work. Build across the lifecycle instead of one party trick. Each shift names the trap first, then the fix.
02
A written screening assignment, a buy box with your underwriting standards, a connector map that reads wide and writes narrow, a claim audit that flags a real conflict instead of resolving it quietly, and a lifecycle build map with a name against every sign-off.
03
Pick one deliverable your team produces every week. Write the assignment, put your judgment on file, connect the sources, then add the review discipline. Run it on a deal you already closed so you can grade the output against what actually happened.
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About us
$1B+ in CRE transactions closed, $11B+ underwritten, NSF-funded AI research published. We built our careers in real estate and enterprise software, then built the AI employees we wished we’d had access to.
Partner
Former Kochava and HPE. NSF-funded research on physics-informed neural networks. Designs the autonomous agents that power every PSV AI employee.
Partner
Former PGIM and Voit Real Estate. Closed $1B+ in CRE transactions, underwrote $11B+ across every asset class. Knows which workflows to automate first.
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.
by PSVLiveThe CRE AI Institute is the AI MBA for commercial real estate: workflows taught end to end on real deal files, with live builds and a community of CRE operators.
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