What is in the case studies brief?

Field notes from PSV engagements across sourcing, underwriting, and brokerage: what the work looked like before, what the system does now, and the numbers behind the change. It arrives as a PDF, instantly, with no paywall.

Are these real firms with real numbers?

Yes. Westlake Realty Group, Saunders Real Estate, Stride Commercial, and a retail investment sales team at Cushman & Wakefield, whose scope is protected under a signed confidentiality agreement. Every figure comes from work PSV delivered for the client, and each engagement is written up in full on the PSV case studies page.

Do you deploy the same system at every firm?

No. The systems in the brief run inside each firm's own tools: Westlake's own eight-tab institutional model, Saunders' own BOV template and comparables, Stride's own voice on every reply. What carries between engagements is the approach, not the artifacts.

What does it take to get something like this running?

An engagement starts by establishing which workflow pays off first, either through the free AI assessment or a paid audit, then a build scoped to that workflow. PSV custom engagements begin at $10,000, and you own what we build for you.

Field Brief · 2026 Case Studies

How tech-forward CRE shops are winning with proprietary AI systems.

Real systems, in production today. Hear it from the CRE teams running them: regional, middle-market, and institutional shops alike.

Get your free AI assessment Get the case studies brief

Inside the brief

What you'll see.

Three kinds of system, each one running inside a firm's own tools rather than beside them.

Deal sourcing that runs while you sleep

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.

Underwriting in your templates, not someone else's

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.

Asset management AI that compounds NOI

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.

Free, instant access

Get the CRE case studies brief.

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

The engagements behind the brief.

Named firms, named results. Every figure comes from work PSV delivered for the client, and each engagement is written up in full.

Westlake Realty Group · Multi-Asset CRE Investor

How Westlake Realty Group cut underwriting to 20 minutes, then took AI into asset management

18-24xFaster per-deal underwriting

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. The same approach now runs in asset management, where the firm's Company Brain drafts each property's annual budget from the firm's own records for the operations team to review.

Read the case study

Saunders Real Estate · Land + Commercial Brokerage

How Saunders Real Estate got BOVs from 4-8 hours each to about 30 minutes

8-16xFaster BOV production

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.

Read the case study

Stride Commercial · Boutique Brokerage

How Stride Commercial cut lead response from 4 hours to under 5 minutes

>48xFaster lead response

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.

Read the case study

Cushman & Wakefield · Retail Investment Sales

How a team at Cushman & Wakefield expanded origination with zero added hires

0Hires added to expand origination

AI-driven origination with continuous market-intelligence coverage, inside the team's existing stack. Senior time moved from canvassing to negotiation and close.

Read the case study

“We can’t speak high enough of you guys. Our team is extremely impressed.”

Brandon Rowell · Analyst, 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

More engagements, including the ones added since the brief was published: View all case studies

Why the Company Brain matters here

The part of these systems that could not be bought.

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.

See how the Company Brain works

Common questions

What buyers ask before they download.

What is in the case studies brief?: Field notes from PSV engagements across sourcing, underwriting, and brokerage: what the work looked like before, what the system does now, and the numbers behind the change. It arrives as a PDF, instantly, with no paywall.
Are these real firms with real numbers?: Yes. Westlake Realty Group, Saunders Real Estate, Stride Commercial, and a retail investment sales team at Cushman & Wakefield, whose scope is protected under a signed confidentiality agreement. Every figure comes from work PSV delivered for the client, and each engagement is written up in full on the PSV case studies page.
Do you deploy the same system at every firm?: No. The systems in the brief run inside each firm's own tools: Westlake's own eight-tab institutional model, Saunders' own BOV template and comparables, Stride's own voice on every reply. What carries between engagements is the approach, not the artifacts.
What does it take to get something like this running?: An engagement starts by establishing which workflow pays off first, either through the free AI assessment or a paid audit, then a build scoped to that workflow. PSV custom engagements begin at $10,000, and you own what we build for you.

Keep reading

Where this goes next.

Engagement notes · PSV newsletter

The next case study, before it is a case study.

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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Next step

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