Field Brief · 2026 Case Studies
Real systems, in production today. Hear it from the CRE teams running them: regional, middle-market, and institutional shops alike.
Inside the brief
Three kinds of system, each one running inside a firm's own tools rather than beside them.
Coverage that holds overnight, at weekends, and through the weeks when everyone is heads-down on a live deal. One brokerage team widened its origination footprint with zero hires; another cut first response to inbound from four hours to under five minutes.
These are not generic models. Each system underwrites inside the operator's own Excel templates, hits their return thresholds, and produces BOVs in a tenth of the time. The work is reviewable line by line.
Always-on AI tied to a property rather than a deal. Variance flags, vendor follow-ups, and LP reporting drafts that arrive on the reporting calendar instead of whenever a gap opens up. On a $40M asset, a 5 percent cut in expenses can add roughly $3M of value through NOI, with nothing bought and nothing refinanced.
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A walkthrough of the AI deployments running inside CRE teams today. Workflows, outcomes, and the systems behind them. Delivered as a PDF, instant download.
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Proof
Named firms, named results. Every figure comes from work PSV handed the client, and each engagement is written up in full.
Westlake Realty Group · Multi-Asset CRE Investor
Every deal lands in the firm's own eight-tab institutional model with comps pulled and every number traced to its source. Senior review takes about 20 minutes.
Saunders Real Estate · Land + Commercial Brokerage
BOVs draft in the firm's own template with comps pulled and a cited valuation narrative. Review takes about 30 minutes, and owners hear back same-day.
Stride Commercial · Boutique Brokerage
Every channel monitored 24/7, responses drafted in the broker's voice, and a clean CRM record attached. First replies go out in under five minutes.
Cushman & Wakefield · Retail Investment Sales
AI-driven origination with continuous market-intelligence coverage, inside the team's existing stack. Senior time moved from canvassing to negotiation and close.
“We can’t speak high enough of you guys. Our team is extremely impressed.”
“We use PSV to underwrite IOS deals and produce BOVs in 1/10th the time it used to take us.”
More engagements, including the ones added since the brief was published: View all case studies
Why the Company Brain matters here
Four engagements, four different workflows, and one pattern under all of them. The software is the part any competitor can buy this quarter, and none of these firms won on that. They won on decisions they had already made about how their own work gets done.
Each one started with the workflow that was capping the firm.
Westlake picked per-deal underwriting, Saunders picked the broker opinion of value, Stride picked inbound, and the Cushman team picked origination. Four different jobs, one shape: senior work that ran out of hours long before it ran out of merit.
Nothing about the finished work looked new.
Westlake reviews the same eight-tab model it has argued over for years, Saunders sends the BOV its owners already recognize, and a reply from Stride still reads like Stride. There was no new format to adopt, so no rollout stood between the decision and the result.
The gain landed in senior hours, with no seats added to hold it.
Six to eight hours a deal down to about twenty minutes at Westlake, half a day per BOV down to about thirty minutes at Saunders, roughly a day a week back at Stride, and origination expanded at the Cushman team with zero hires. Every hour freed was one of the most expensive in the building.
Common questions
Keep reading
Engagement notes · PSV newsletter
New deployments as they go live: which workflow went first, what the team stopped doing, and the number that moved. Written for CRE operators deciding whether any of this is real.
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