Free CRE Field Guide · 15-min setup
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.
“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 field guide
01
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.
02
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.
03
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
| 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
$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.
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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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