01
Think in workflows, not prompts
The shift that makes Claude actually useful for CRE: stop one-off prompting and break a real job into a repeatable workflow Claude can run end to end, the same way a good analyst would.
Free Playbook · Claude for CRE
A free, practical playbook from PSV. How commercial real estate teams turn Claude into an operating layer that screens deals, underwrites, and drafts memos, with every number traceable to a source.
“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 playbook
01
The shift that makes Claude actually useful for CRE: stop one-off prompting and break a real job into a repeatable workflow Claude can run end to end, the same way a good analyst would.
02
Which workflows to hand Claude first. Deal screening, T-12 and rent roll review, comp pulls, IC memo drafts, and investor updates, with the exact setup that makes each one reliable.
03
A step-by-step build you can stand up in an afternoon, plus the guardrails that keep every output traceable to a source document so your team can trust the numbers.
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Drop your details. Your playbook downloads automatically a few seconds later. Instant PDF, no paywall.
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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.
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.
Need it built for you instead? Talk to PSV about advisory and engineering.
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