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
The CRE Operator's Playbook for Claude.
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
Chief Executive Officer · Westlake Realty Group
“I’ve bragged about you guys.”
Matt Cooper
Principal Broker & Co-Founder · Stride Commercial
“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
What you’ll learn.
02
The CRE operator's stack
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
Deploy one this week
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.
At a glance
What does the CRE Operator's Playbook actually cover?
| Playbook section | What it covers | What you take away |
|---|---|---|
| 01 · Think in workflows, not prompts | The shift from one-off prompting to breaking a real job into a repeatable workflow | Claude runs the job end to end, the way a good analyst would |
| 02 · The CRE operator's stack | Deal screening, T-12 and rent roll review, comp pulls, IC memo drafts, and investor updates | The exact setup that makes each workflow reliable, and which ones to hand Claude first |
| 03 · Deploy one this week | A step-by-step build you can stand up in an afternoon | Guardrails that keep every output traceable to a source document, so your team can trust the numbers |
| Getting the playbook | Drop your details and the PDF downloads the moment you submit | Instant PDF download, no paywall |
Free, Instant Access
Get the CRE Operator's Playbook.
Drop your details. Your playbook downloads the moment you submit. Instant PDF, no paywall.
Drop your name and email for instant access, no waitlist, no paywall.
Trusted by teams at
About us
We’ve closed the deals. Now we automate them.
Institutional CRE experience from PGIM and Voit, NSF-funded AI research published. We built our careers in real estate and enterprise software, then built the systems we wished we’d had.
Aidan Scudder
Partner
Former Kochava and HPE. NSF-funded research on physics-informed neural networks. Designs the autonomous systems behind every PSV build.
Zed Truong
Partner
Former PGIM and Voit Real Estate. He has closed $1B+ in commercial real estate transactions and underwritten $11B+ across asset classes. Knows which workflows to automate first.
Gedeon Baende
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.
COMMON QUESTIONS
The CRE Operator's Playbook, answered.
- What is the CRE Operator's Playbook for Claude?
- It is a free, practical playbook from Pacific Software Ventures on 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. It covers thinking in workflows instead of prompts, which CRE workflows to hand Claude first, and a build you can deploy this week.
- Which CRE workflows should teams hand Claude first?
- The playbook's CRE operator's stack covers 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. The starting point is a shift in approach: stop one-off prompting and break a real job into a repeatable workflow Claude can run end to end.
- Is the CRE Claude playbook free, and how do I get it?
- Yes. It is a free playbook with an instant PDF download and no paywall. You drop your details into the form on the page and the playbook downloads the moment you submit. For teams that want to run this in-house, the page also points to the CRE AI Institute, which offers live training and hands-on work on real deals.
- How does the playbook keep Claude's outputs trustworthy for CRE work?
- Traceability is the core principle: the playbook treats Claude as an operating layer where every number is traceable to a source. Its deployment section is 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.
by PSVLiveYour market is learning AI. Learn it from operators.
The 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.
Our members come from teams at
7-DAY FREE TRIAL, CANCEL ANYTIMEFOUNDING RATE $69/MO, LOCKED FOR LIFE30-DAY MONEY-BACK GUARANTEE
Need it built for you instead? Talk to PSV about advisory and engineering.
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