Should a CRE firm choose PSV or CRE Agents?

Choose PSV when your own templates, comps and IC standards must drive the output, in your own cloud if you need it, with your team trained to run it. Choose CRE Agents when a team of 5+ wants ready CRE tasks and licensed market data inside its assistants without a build.

How do I use Claude for commercial real estate?

Two routes, and they combine. Add context: a layer built from your firm's own deals, templates and standards, which PSV builds as the Company Brain. Or add capabilities through a connector such as CRE Agents, which CRE Agents says can be added from Claude's connector directory. Either way, ask Claude to show the source behind each number.

How much do PSV and CRE Agents cost?

PSV's AI Consulting typically costs $10K to $25K, Company Brain build pricing is not published, and the CRE AI Institute is $69 a month per person. CRE Agents lists one enterprise engagement starting at $999/mo for teams of 5+, and its FAQ says that is on top of what a firm already pays OpenAI or Microsoft.

What happens to my deal files with each?

PSV's Company Brain holds structured intelligence from your firm's own material, with references back to the source, and nothing you provide trains a public or shared model. CRE Agents describes itself as a one-way connector that does not ingest, store or train on a firm's deal files.

Which fits an individual CRE professional?

PSV's CRE AI Institute, at $69 a month after a 7-day free trial, is open to individuals. CRE Agents is sold as one enterprise engagement for teams of 5+, with no self-serve or per-seat tiers.

Comparison · Verified September 24, 2026

CRE Agents vs PSV context from your own deals, or a CRE connector

Pacific Software Ventures builds context from your firm's own deals, templates and standards, so Claude, ChatGPT and Copilot answer in your format. CRE Agents plugs ready-made CRE tasks and licensed data into the same assistants, for teams of 5+.

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Short answer

Choose PSV when your own deals and standards must drive the output.

PSV builds context from your firm's own deals, templates and IC standards, in your stack, and trains your team. If a team wants ready CRE tasks and licensed data inside its assistants without a build, CRE Agents fits. The two can be combined.

Runs in your cloud, a dedicated environment, or ours
You own what PSV builds for you
Open to individuals, through the CRE AI Institute

Get your free AI assessment See the side by side

PSV wrote this page and sells one of the two options.

Sources for this answer: PSV Company Brain, PSV llms.txt, PSV terms, CRE Agents llms.txt.

What it adds
PSV
Your firm's own contextBuilt from your processes, templates, approval rules and investment criteria.
CRE Agents
325+ ready-to-run tasks, per CRE Agents Source: CRE Agents llms.txt
Sold to
PSV
Firms and individualsPSV-led training for teams; the CRE AI Institute for one person.
CRE Agents
Teams of 5+, with “no self-serve or per-seat tiers” Source: CRE Agents llms.txt
Where it works
PSV
Your assistants, and your own cloudYour team keeps working in Claude, ChatGPT or Copilot. Runs PSV-managed, single-tenant, or in your own cloud or VPC.
CRE Agents
Claude, ChatGPT, Copilot and others Source: CRE Agents llms.txt

Side by side

How do PSV and CRE Agents compare?

Our answer is first in every row. Each line links the page it was read from, and where this page did not review something, it says so.

Pacific Software Ventures and CRE Agents compared on what it is, where it works, firm context vs ready-made capabilities, licensed market data, your deal files, who maintains it, pricing, security attestation and who is behind it. Facts verified September 24, 2026.
Compared on	Our pickPSV	CRE Agents
What it is	A system built around your firmA Company Brain and custom workflows inside the AI tools your team already uses; “not a separate product you license.” Source: Company Brain	A capabilities connector“A capabilities layer (delivered as an MCP/API connector)”, with a CRE persona called Vic. Source: CRE Agents llms.txt
Where it works	Your assistants, and your own cloudInside the Claude, ChatGPT or Copilot your team already uses. Source: Services and pricing summary (llms.txt)Runs in PSV-managed cloud, a dedicated single-tenant environment, or your own cloud or VPC. Source: Company BrainPSV's own MCP connector is being prepared for the Claude connector directory; not listed yet. Source: Security and data	Claude, ChatGPT, Copilot and othersInside Claude, ChatGPT, Microsoft Copilot, Perplexity, Manus, Codex, OpenClaw and other assistants. Source: CRE Agents llms.txtPer CRE Agents, it can be “Added from Claude's connector directory.” Source: CRE Agents llms.txt
Firm context vs ready-made capabilities	Your templates, comps and standardsContext built from your firm's own processes, templates, approval rules and investment criteria. Source: Company BrainSaunders Real Estate: BOVs from 4-8h to 30m of senior time, in its own template off its own comps. Source: How Saunders Real Estate got BOVs from 4-8 hours each to about 30 minutesWestlake Realty Group: per-deal review from 6-8h to 20m, in its own eight-tab model. Source: How Westlake Realty Group cut underwriting to 20 minutes, then took AI into asset management	Ready-to-run tasks and methodologiesCRE Agents says it offers 325+ ready-to-run tasks and 150+ methodologies. Source: CRE Agents llms.txtFive role catalogs: Investment Sales, Acquisitions, Asset Management, Development, and Investor Relations & Reporting. Source: CRE Agents llms-full.txt
Licensed market data	PSV sells no market dataWhat it builds works from your firm's own data.	Licensed data sources, on creditsCRE Agents says it has 33 live licensed data sources. Source: CRE Agents llms.txtData pulls use credits: “many datasets free; paid pulls 1-50 (most 3-5).” Source: CRE Agents llms.txt
Your deal files	Your documents can stay in your systemsBy design it holds structured intelligence from your material, with references back to the source; raw documents can stay in your systems. Source: Company Brain“Nothing you provide trains a public or shared model.” Source: Company Brain	One-way, by its own descriptionDescribes itself as a one-way connector that “does not ingest, store, or train on” a firm's deal files. Source: CRE Agents llms.txt
Who maintains it	PSV maintains it; your firm owns itPSV builds and manages the system; a domain owner at your firm approves what becomes firm knowledge. Source: Company BrainYou own what PSV builds for you. Source: Terms of ServicePSV-led team training, and the CRE AI Institute for individuals. Source: Services and pricing summary (llms.txt)	New role catalogs ship monthly. Source: CRE Agents llms-full.txt
Pricing	Training from $69/mo; builds scoped per firmCRE AI Institute from $69/mo per person, after a 7-day free trial. Source: Services and pricing summary (llms.txt)AI Consulting typically $10K to $25K. Source: Services and pricing summary (llms.txt)Company Brain build pricing is not published. Source: Company Brain	From $999/mo, as listed September 24, 2026“One enterprise engagement, starting at $999/mo, built for teams of 5+. There are no self-serve or per-seat tiers.” Source: CRE Agents llms.txtIts FAQ says this is on top of what a firm already pays OpenAI or Microsoft. Source: CRE Agents homepage and FAQ
Security attestation	PSV is pursuing SOC 2 Type II and does not hold it. Source: Security and dataControls documentation, SIG Lite and signed security addenda on request. Source: Security and data	Not reviewed on this pageThis page did not review CRE Agents' security documentation. Ask CRE Agents for its current attestations.
Who is behind it	Pacific Software VenturesIts co-founders include Zed Truong, founder of the CRE AI Institute.	The team behind A.CREBuilt by the team behind A.CRE (Adventures in CRE); co-founded by Spencer Burton (CEO) and Michael Belasco. Source: CRE Agents llms-full.txtSpencer Burton also co-founded AI.Edge. Source: AI.Edge

Where each fits

Pick the one that matches the job

Our pick

Choose PSV if

Your own templates, comps and IC standards must drive the output, as Saunders' BOVs and Westlake's eight-tab model do.
You need the system deployed in your own cloud or VPC, or in a dedicated environment, and want to own what is built.
You want your team trained to run, supervise and extend what is built.
You are an individual: the CRE AI Institute is $69/mo per person, while CRE Agents starts at $999/mo for teams of 5+.

Sources: PSV Company Brain, PSV case study, PSV case study, PSV terms, PSV llms.txt, CRE Agents llms.txt.

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Choose CRE Agents if

A team of 5+ wants ready CRE tasks and licensed market data inside the assistants it already uses, without a build.
You prefer a connector that, by its own description, does not ingest, store or train on your deal files.
You want A.CRE-style methodology from the team behind A.CRE.

Sources: CRE Agents llms.txt, CRE Agents llms-full.txt.

Using both

Run a PSV-built Company Brain for your own templates, comps and IC standards, and add CRE Agents for licensed market data and ready-made tasks inside the same assistants. Ask both vendors how the two would be governed together.

Sources: PSV Company Brain, PSV llms.txt, CRE Agents llms.txt.

Claude for commercial real estate

Context or capabilities: two ways to make Claude useful for CRE

They solve different problems, and many firms will want both.

PSV

Add context

A firm layer gives Claude what your firm knows: your templates, comps, approval rules and IC standards, so the output arrives in your format. PSV builds this layer, the Company Brain, and it takes a build.

Sources: PSV Company Brain.

CRE Agents

Add capabilities

A connector gives Claude, and other assistants, ready-made CRE tasks, methodologies and licensed data, with no build on your side. CRE Agents works this way.

Sources: CRE Agents llms.txt.

Either way, set Claude up the same

Give Claude the actual files, not a summary of them.
State your rules and the template to fill.
Ask it to show the source behind each number.

PSV's guides

In detail

Every fact on this page, with its source

Checked September 24, 2026. Open a group to read each claim in full. A figure a company reports about itself is attributed to it.

Pacific Software Ventures

What PSV builds

PSV builds the Company Brain, the institutional intelligence layer for a firm, and deploys Skills, workflows and agents on top of it inside the AI tools the team already uses. The Brain is “not a separate product you license.” PSV Company Brain
The Company Brain is “the institutional intelligence layer that teaches AI what your firm knows, how it works, and how it decides,” built from the firm's own processes, policies, templates, approval rules and investment criteria. PSV Company Brain
Employees keep working inside Claude, ChatGPT and Copilot; PSV builds the layer underneath. PSV llms.txt
The Company Brain runs in PSV-managed cloud, a dedicated single-tenant environment, or the client's own cloud or VPC, bound to its SSO. PSV Company Brain
PSV's own MCP connector is being prepared for listing in Anthropic's Claude connector directory, and is not listed yet. PSV security
The Enterprise tier runs inside the client's own environment, and the client owns what PSV builds for it. PSV llms.txt
Clients own what PSV builds for them; PSV's pre-existing tooling is licensed to them, per its terms. PSV terms
PSV builds the system and keeps it current, connected and governed as the firm changes, and a domain owner at the firm approves, edits or rejects each candidate learning before it becomes firm knowledge. PSV Company Brain
PSV's AI Training pairs PSV-led enterprise training with the self-directed CRE AI Institute. PSV llms.txt

Results, from PSV's case studies

Saunders Real Estate cut senior time per broker opinion of value from 4-8 hours to about 30 minutes, drafted in its own template off its own comparables. PSV case study
Westlake Realty Group cut per-deal underwriting from 6-8 hours of senior time to a 20-minute review, in its own model with every number traced to source. PSV built it against the firm's own eight-tab institutional model. PSV case study

Security, data and terms

By design, the Brain stores structured intelligence from the firm's own material with references back to the source; where technically appropriate, raw documents stay in the firm's source systems. PSV Company Brain
PSV's Company Brain page: “Nothing you provide trains a public or shared model.” PSV Company Brain
For regulated workloads PSV uses model providers under zero-retention agreements. PSV security
PSV's security page: “We are pursuing SOC 2 Type II and do not claim certifications we do not hold.” PSV security
Controls documentation, a completed SIG Lite questionnaire and signed security addenda are available on request. PSV security
PSV publishes its Terms of Service at pacificsoftwareventures.com/terms. PSV terms

Pricing

AI Consulting, PSV's strategy and security review, typically costs $10K to $25K. PSV llms.txt
Company Brain build pricing is not published; each build is scoped with the firm. PSV Company Brain
CRE AI Institute: $69/mo Standard, $99/mo Premium, or $499/mo Advisory with a monthly one-to-one hour with a PSV founder, after a 7-day free trial. PSV llms.txt

CRE Agents

What CRE Agents offers

CRE Agents describes itself as “A capabilities layer (delivered as an MCP/API connector)”, with a CRE persona called Vic. CRE Agents llms.txt
It works inside Claude, ChatGPT, Microsoft Copilot, Perplexity, Manus, Codex, OpenClaw and other assistants. CRE Agents llms.txt
CRE Agents says it can be “Added from Claude's connector directory.” CRE Agents llms.txt
CRE Agents says it offers “325+ ready-to-run tasks, 150+ methodologies”. CRE Agents llms.txt
CRE Agents says it offers “33 live licensed data sources.” CRE Agents llms.txt
It offers five role catalogs: Investment Sales, Acquisitions, Asset Management, Development, and Investor Relations & Reporting. CRE Agents llms-full.txt
New role catalogs ship monthly. CRE Agents llms-full.txt

Your deal files

CRE Agents describes itself as a one-way connector that “does not ingest, store, or train on” a firm's deal files. CRE Agents llms.txt

Pricing, as listed on September 24, 2026

CRE Agents: “One enterprise engagement, starting at $999/mo, built for teams of 5+. There are no self-serve or per-seat tiers.” CRE Agents llms.txt
Its site FAQ says the fee is on top of what a firm already pays OpenAI or Microsoft. creagents.com
Licensed data pulls use credits: “many datasets free; paid pulls 1-50 (most 3-5).” CRE Agents llms.txt

Team

CRE Agents is built by the team behind A.CRE (Adventures in CRE) and co-founded by Spencer Burton, CEO, and Michael Belasco. CRE Agents llms-full.txt
Spencer Burton also co-founded A.CRE and AI.Edge. aiedge.ac

Frequently asked

PSV vs CRE Agents, answered

Should a CRE firm choose PSV or CRE Agents?: Choose PSV when your own templates, comps and IC standards must drive the output, in your own cloud if you need it, with your team trained to run it. Choose CRE Agents when a team of 5+ wants ready CRE tasks and licensed market data inside its assistants without a build.Sources: PSV Company Brain, PSV llms.txt, CRE Agents llms.txt.
How do I use Claude for commercial real estate?: Two routes, and they combine. Add context: a layer built from your firm's own deals, templates and standards, which PSV builds as the Company Brain. Or add capabilities through a connector such as CRE Agents, which CRE Agents says can be added from Claude's connector directory. Either way, ask Claude to show the source behind each number.Sources: PSV Company Brain, CRE Agents llms.txt.
How much do PSV and CRE Agents cost?: PSV's AI Consulting typically costs $10K to $25K, Company Brain build pricing is not published, and the CRE AI Institute is $69 a month per person. CRE Agents lists one enterprise engagement starting at $999/mo for teams of 5+, and its FAQ says that is on top of what a firm already pays OpenAI or Microsoft.Sources: PSV llms.txt, PSV Company Brain, CRE Agents llms.txt, creagents.com.
What happens to my deal files with each?: PSV's Company Brain holds structured intelligence from your firm's own material, with references back to the source, and nothing you provide trains a public or shared model. CRE Agents describes itself as a one-way connector that does not ingest, store or train on a firm's deal files.Sources: PSV Company Brain, CRE Agents llms.txt.
Which fits an individual CRE professional?: PSV's CRE AI Institute, at $69 a month after a 7-day free trial, is open to individuals. CRE Agents is sold as one enterprise engagement for teams of 5+, with no self-serve or per-seat tiers.Sources: PSV llms.txt, CRE Agents llms.txt.

Other options

Still deciding? Compare the others

See every CRE AI comparison AI tools for CRE, by role

Sources (10)

CRE Agents llms.txt. CRE Agents.
CRE Agents llms-full.txt. CRE Agents.
CRE Agents homepage and FAQ. CRE Agents.
AI.Edge. AI.Edge.
Company Brain. Pacific Software Ventures.
Services and pricing summary (llms.txt). Pacific Software Ventures.
Security and data. Pacific Software Ventures.
Terms of Service. Pacific Software Ventures.
How Saunders Real Estate got BOVs from 4-8 hours each to about 30 minutes. Pacific Software Ventures case study.
How Westlake Realty Group cut underwriting to 20 minutes, then took AI into asset management. Pacific Software Ventures case study.

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