How long does it take to set up a Claude Project for a CRE deal?

About 15 minutes. The setup is six moves to a working project, and you reuse the same structure on every deal. The field guide includes the instruction skeleton, the source-authority template, and a 60-second check to run before you trust the output. No engineering background is required.

How do you stop Claude from getting CRE numbers wrong?

Load your standards into the project instructions once, then rank your sources by authority so a signed lease beats a broker pro-forma. Done right, the OM, T-12, and rent roll reconcile, and every material number is cited to a file and page. The guide covers where Claude gets CRE numbers wrong and a 60-second check before you trust the output.

Is the Claude Projects for CRE field guide free?

Yes. It is a free CRE field guide from Pacific Software Ventures, delivered as an instant PDF download with no paywall. You drop in your details and the guide downloads the moment you submit. Teams that want to run this in-house can go deeper through the CRE AI Institute, which teaches it with live training on real deals.

Free CRE Field Guide

CRE AI Institute

Free CRE Field Guide · 15-min setup

Claude Projects for CRE.

A free field guide from PSV. Stop using Claude Projects like glorified file folders. How to structure them as a four-layer system for real CRE work, so the OM, T-12, and rent roll reconcile and every number traces to a source. No engineering background required.

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Analyst · Westlake Realty Group
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Chief Executive Officer · Westlake Realty Group
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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 field guide

What you’ll learn.

Build a system, not a file folder

Most teams drop twenty documents into one project, type “summarize this deal,” and redo 95% of it by hand. See how to structure a Project as four layers, instructions, sources, reconciliation, and output, so it actually holds up.

Make every number trace to a source

Load your standards into the instructions once. Rank your sources by authority so a signed lease beats a broker pro-forma. The result: the OM, T-12, and rent roll reconcile, and every material number is cited to a file and page.

A 15-minute setup you reuse on every deal

Six moves to a working project before the coffee’s cold, plus the instruction skeleton, the source-authority template, and the 60-second check before you trust the output. Where Claude gets CRE numbers wrong, and how to stop it.

At a glance

What are the four layers of a CRE Claude Project?

The four layers of a CRE Claude Project, and what the field guide gives you for each
The layer	What it does on a deal	What the guide includes
Instructions	Load your standards in once so they apply to every deal	The instruction skeleton
Sources	Rank documents by authority so a signed lease beats a broker pro-forma	The source-authority template
Reconciliation	The OM, T-12, and rent roll reconcile instead of being redone by hand	Where Claude gets CRE numbers wrong, and how to stop it
Output	Every material number is cited to a file and page	The 60-second check before you trust the output

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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 Projects for CRE, answered.

How should CRE teams structure a Claude Project?: As a four-layer system, not a file folder: instructions, sources, reconciliation, and output. Most teams drop twenty documents into one project, type “summarize this deal,” and redo 95% of it by hand. Structuring the project as four layers is what makes the work actually hold up on real CRE deals.
How long does it take to set up a Claude Project for a CRE deal?: About 15 minutes. The setup is six moves to a working project, and you reuse the same structure on every deal. The field guide includes the instruction skeleton, the source-authority template, and a 60-second check to run before you trust the output. No engineering background is required.
How do you stop Claude from getting CRE numbers wrong?: Load your standards into the project instructions once, then rank your sources by authority so a signed lease beats a broker pro-forma. Done right, the OM, T-12, and rent roll reconcile, and every material number is cited to a file and page. The guide covers where Claude gets CRE numbers wrong and a 60-second check before you trust the output.
Is the Claude Projects for CRE field guide free?: Yes. It is a free CRE field guide from Pacific Software Ventures, delivered as an instant PDF download with no paywall. You drop in your details and the guide downloads the moment you submit. Teams that want to run this in-house can go deeper through the CRE AI Institute, which teaches it with live training on real deals.

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