Free CRE Guide · Claude Tag Edition
A free CRE field guide from PSV. Your AI just stopped being a private tab. Tag @Claude into a Slack channel and the whole desk works with the same teammate: it reads your firm's files, cites its sources, and picks up where the last person left off. The four traits that make it a teammate, the 10-minute setup, how to lock down deal data, and the jobs to hand it first.
“We can't speak high enough of you guys. Our team is extremely impressed.”
Brandon Rowell
Analyst · Westlake Realty Group
“The team is loving PSV. Really rooting for you guys and stoked to help spread the word any way we can.”
Kristina Chang
CEO · Westlake International
“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 firms' AI strategy is one person typing into a private tab. The work is good, and it dies when that tab closes. Tag @Claude into a Slack channel and the context, the prompts, and the output live in front of the whole team. It remembers the thread across days and picks up where the last person left off.
02
An owner connects the tools once (the data room, the drive, the CRM), sets a monthly spend cap, and tests in a private channel. After that nobody sets up anything. They tag @Claude and it works, on your files, citing file and page. Plus the one scope-setting that keeps LP data out of the wrong channel.
03
First-pass BOVs and comp stacks, lease abstracts, screening inbound OMs, reconciling OM against T-12 and rent roll, the Monday variance, the IC one-pager. Every output is a draft your team checks before it leaves the building. Start with the one job your desk quietly resents, earn trust, then widen.
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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.
The guide gets your team tagging Claude in Slack this week. We build production AI employees that operate inside your tools, on your data, with your templates. Owned by you, not rented from a vendor.
No commitment. Full IP ownership.
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