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Free · CRE AI Playbook

How to use Claude AI for commercial real estate.

A free playbook for CRE professionals who want to stop using AI wrong. Build automated workflows that actually save time, with a real project you can deploy today.

Takes 10 seconds. No credit card required.

Zed Truong

By , Co-founder, Pacific Software VenturesPublished · Updated

  • “The team is highly impressed with the custom underwriting agent that we received.”
    Brandon Rowell headshot

    Brandon Rowell

    Analyst · Westlake Realty Group

  • “The team is loving PSV AI Strategy and Build Framework.”
    Kristina Chang headshot

    Kristina Chang

    Chief Executive Officer · Westlake Realty Group

  • “I’ve bragged about you guys.”
    Matt Cooper headshot

    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 headshot

    Sid Bhatt

    Commercial Advisor, CCIM SIOR · Saunders Real Estate

Inside the playbook

What you’ll learn.

01

Why generic AI fails for CRE

Most CRE professionals get underwhelmed by ChatGPT and Claude because they're using them wrong. Learn how AI layers work, and why jumping straight to prompts is like building on dirt.

02

Design workflows, not just prompts

Shift from asking one-off questions to building repeatable systems that run automatically. The guide walks through a real daily rate monitor that pulls Treasury yields and SOFR to your inbox.

03

Build your first AI workflow

A step-by-step project using Claude to automate daily rate monitoring, basis point changes, trend observations, and underwriting implications delivered before your morning coffee.

Free, Instant Access

Get the free Claude CRE playbook.

Why generic AI fails for CRE, how to think in workflows instead of prompts, and a step-by-step project you can deploy today.

Drop your name and email for instant access, no waitlist, no paywall.

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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

Aidan Scudder

Partner

Former Kochava and HPE. NSF-funded research on physics-informed neural networks. Designs the autonomous systems behind every PSV build.

KochavaHewlett Packard Enterprise
Zed Truong

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.

PGIMVoit Real Estate
Gedeon Baende

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.

Goldman SachsAWS
CRE AI Instituteby PSVLive

Your 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

CBRE
Kimco Realty
JLL
Thompson Thrift
Newmark
ZRS Management
Marcus & Millichap
Morgan Group
Greysteel
KLNB
William Wright Commercial
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.