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Pacific Software Ventures
Free CRE Report


Really Think About AI.

A free read-through of 2026 AI outlooks from Blackstone, PGIM, CBRE, JLL, Morgan Stanley, Brookfield, MetLife and 13 more — where they're putting capital, where they're stalling, and the downside only a few are willing to model.

Who's actually implementing AI vs. posturingWhy data centers are the consensus tradeThe job-loss downside most firms won't model

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Read by professionals from

BrookfieldCBREStockbridgeJLLCushman & Wakefield
Inside the Report

What You'll Learn

Talkers vs. Doers

Deloitte says the AI honeymoon is ending — 27% of firms are hitting implementation walls. JLL puts it blunter: only 5% hit their AI goals. See which of the 20 giants are actually shipping and which are stuck writing decks.

The real adopter map

Where the Capital Is Going

Data centers and digital infrastructure dominate the consensus trade. Gateway markets with AI hubs — Manhattan, SF, Dallas — are getting priced as recovery leaders. See exactly how the giants are positioning across asset classes.

Consensus & contrarian plays

The Downside Nobody Models

MetLife is one of the only firms publicly modeling what 50,000–4 million lost white-collar jobs does to office and multifamily demand. Most of the 20 are avoiding the question. Read which ones aren't — and why it matters.

Risk the decks hide
Right for you?

Who This Is For

Built for CRE professionals who need a clear read on how the biggest firms are actually positioning around AI — past the slide-deck talking points.

Investors allocating capital in 2026Know which AI narratives the giants are actually backing with dollars — and which are pure posturing — before you underwrite your next deal.
Operators planning their own AI rolloutIf 95% of firms miss their AI goals, copying the outlook decks won't help. See what the 5% that ship are doing differently.
Brokers and advisors to institutional clientsWalk into the next meeting with a clear read on what Blackstone, PGIM, CBRE, JLL and the rest are publicly promising — and where they're quietly hedging.
LPs stress-testing sponsor assumptionsCompare any manager's pitch against how MetLife and peers are modeling AI-driven job loss and its hit to office and multifamily demand.
New · Volume 2

Ready for Volume 2?

Why automation alone won't move revenue, the three pillars of real AI orchestration, and how asset-level systems can add millions in value through NOI.

About Us

We've closed the deals. Now we automate them.

$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.

Aidan Scudder

Aidan Scudder

Head of AI

Former Kochava and HPE. Published NSF-funded research on physics-informed neural networks. Designs the autonomous agents that power every AI employee.

KochavaHewlett Packard Enterprise
Zed Truong

Zed Truong

Head of Operations

Former PGIM and Voit Real Estate. Closed $1B+ in CRE transactions and underwrote $11B+ across all asset classes. Active real estate investor. Knows exactly which workflows to automate first.

PGIMVoit Real Estate
Gedeon Baende

Gedeon Baende

Head of Product

Former Goldman Sachs engineer and AWS AI scholar. Awarded for AI battery degradation models and featured in an AWS documentary. Builds the systems that make AI employees reliable.

Goldman SachsAWS
Our AI Employees

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Fully autonomous, fully customized to your workflows and tools. We don't build generic chatbots — we build AI employees that automate 95% of manual tasks. We're confident enough to give you a 30-day trial period.

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The report shows you which giants are shipping AI and which are stalling. We're the team that actually ships it — custom AI employees live in your tools in days, not the “12 to 24 months” the decks promise.

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