Is the Claude for CRE Operators playbook free?

Yes. It is a free field guide delivered as an instant PDF download with no paywall. You drop your details in the form on the page and the playbook downloads the moment you submit. There is no commitment, and the guide comes from Pacific Software Ventures.

Free Operator Field Guide

CRE AI Institute

Free Field Guide · For CRE operators

Claude 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
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Kristina Chang
Chief Executive Officer · Westlake Realty Group
“I’ve bragged about you guys.”
Matt Cooper
Principal Broker & Co-Founder · Stride Commercial
“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

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Inside the playbook

What you’ll learn.

The five shifts, in the order teams make them

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.

Five artifacts you keep, not five ideas you agree with

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.

A four-week plan to build the first system

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.

At a glance

What do AI-native CRE teams do differently with Claude?

The five shifts AI-native CRE teams made, and the artifact each one leaves behind
The shift	What changes	The artifact you keep
Issue assignments, not questions	Stop asking questions and start issuing assignments	A written screening assignment
Put your standards on file	Put your standards in a file the model reads	A buy box with your underwriting standards
Connect the sources	Plug it into the inbox, the deal room, and the model	A connector map that reads wide and writes narrow
Review like analyst work	Review the output like analyst work	A claim audit that flags a real conflict instead of resolving it quietly
Build across the lifecycle	Build across the deal lifecycle instead of one party trick	A lifecycle build map with a name against every sign-off

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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

Partner

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

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.

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.

Learn more about us

COMMON QUESTIONS

Claude for CRE Operators, answered.

Is the Claude for CRE Operators playbook free?: Yes. It is a free field guide delivered as an instant PDF download with no paywall. You drop your details in the form on the page and the playbook downloads the moment you submit. There is no commitment, and the guide comes from Pacific Software Ventures.
What are the five shifts AI-native CRE teams made with Claude?: The guide covers five shifts in the order teams make them: 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, and build across the lifecycle instead of one party trick. Each shift names the trap first, then the fix.
What artifacts come with the Claude for CRE Operators playbook?: Five working artifacts you keep, not five ideas you agree with: 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.
How long does it take to build a first Claude system from the playbook?: The playbook includes a four-week plan for the first system. You pick one deliverable your team produces every week, write the assignment, put your judgment on file, connect the sources, then add the review discipline. You run it on a deal you already closed so you can grade the output against what actually happened.

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