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Free CRE Guide · Edition 5.0

The Off-Market Sourcing Machine.

A free CRE workflow deep-dive from PSV. 200+ off-market owners, traced, valued, and contact-verified, from one prompt in 38 minutes. The list-building grind that takes an analyst two to three weeks by hand, run by Claude while you keep the judgment.

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Inside the sourcing guide

What you’ll learn.

01

One prompt, a ranked owner list

Point Claude at your deal box and get 200+ matching owners pulled, stale records filtered out, LLCs and trusts kept. The parcel grind that eats two to three weeks by hand, done in a first pass.

02

Traced, valued, and contact-verified

Skip-tracing across five tabs, parcel pulls, comp-based values, and verified contacts, merged into one tracker. Every number cites a source. If it isn't in the record, it says “not found,” never a guess.

03

Seven steps, then one prompt

Run each step clean on its own (pull, filter, source, trace, value, verify, outreach), then merge them into the single end-to-end prompt you run on a real submarket by Monday.

At a glance

What does each step of the sourcing workflow deliver?

The seven-step off-market sourcing workflow, as the guide runs it
The stepWhat it delivers
Pull200+ owners matching your deal box, pulled in a first pass from one prompt
FilterStale records filtered out; LLCs and trusts kept on the list
TraceSkip-tracing across five tabs, merged into one tracker
ValueComp-based values, with every number citing a source
VerifyVerified contacts; anything not in the record reads “not found,” never a guess
Outreach, then mergeEach step runs clean on its own, then merges into one end-to-end prompt you run on a real submarket

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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

COMMON QUESTIONS

Off-market sourcing with Claude, answered.

How long does AI off-market deal sourcing take compared to doing it by hand?
The workflow in the guide produces 200+ off-market owners, traced, valued, and contact-verified, from one prompt in 38 minutes. Done by hand, the same list-building grind takes an analyst two to three weeks of parcel work, plus skip-tracing spread across five tabs. Claude runs the grind while you keep the judgment.
How does the AI keep off-market owner data accurate?
Every number cites a source. Parcel pulls, comp-based values, and verified contacts are merged into one tracker, and if a data point is not in the record, the output says “not found” instead of guessing. Stale records are filtered out of the list while LLCs and trusts are kept.
What are the seven steps in the off-market sourcing workflow?
The seven steps are pull, filter, source, trace, value, verify, and outreach. The guide has you run each step clean on its own, then merge them into the single end-to-end prompt you run on a real submarket. That one prompt returns a ranked, contact-verified list of 200+ matching owners.
Is the Off-Market Sourcing Machine guide free?
Yes. It is a free CRE workflow deep-dive from Pacific Software Ventures. You drop your details in the form and the guide downloads the moment you submit, an instant PDF with no paywall. For firms that want the sourcing engine built in-house, PSV builds production AI employees that run on your data, inside your tools, owned by you.
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