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Free CRE Guide · Edition One

Claude for Deal Prospecting.

A free CRE guide from PSV. Eight public-record signals that reveal which owners are worth contacting before any listing exists, and the step-by-step Claude workflow that reads them all on one desk. Most teams see the records. You'll see the story.

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Inside the guide

What you’ll learn.

01

Eight signals, straight from public records

20+ year tenure, tax delinquency, maturing debt, low-rate vintage loans, out-of-market LLCs, permit silence, quiet holds, and assessment gaps. For each: where the record lives, the threshold that matters, and what it actually tells you about the owner. No paid database required to start.

02

The Signal Scout you build in 15 minutes

A Claude Project that reads your county exports and returns an evidence-cited signal table per parcel. Copy-paste instructions included, with the two rules that keep it honest: no citation, no HIT, and NOT VERIFIED beats a silent guess. You'll sweep a real submarket this week.

03

Convergence: the ranked call sheet

Why three converging records beat any single list you can buy, the starter rule for stacking signals into a call list, and the verify pass plus call-prep brief that turn a stacked parcel into a first conversation nobody else is having.

The stack, live

One record is trivia. Five is a phone call.

Debt in one database, taxes in another, permits on a county website, ownership history somewhere else. Most teams see the records and never the picture. The guide shows you how a team of Claude agents reads all eight signals on one desk, cites every record, and ranks the owners worth calling first.

Illustrative parcel · every signal is a public record

Parcel 042-118-07 · Signal sweep

Stack 0 of 8

  • 0120+ year tenureHIT
  • 02Tax delinquencyMISS
  • 03Maturity inside 24 moHIT
  • 04Low-rate vintage debtHIT
  • 05Out-of-market LLCHIT
  • 06Permit silenceMISS
  • 07No market activityMISS
  • 08Assessment gapHIT

At a glance

Where does each of the eight owner signals live?

The eight public-record owner signals and where each record lives
Owner signalWhere the record livesSweep result (illustrative parcel)
20+ year tenureCounty recorderHIT
Tax delinquencyCounty treasurerMISS
Loan maturity inside 24 monthsRecorded deed of trustHIT
Low-rate vintage debtRecording dateHIT
Out-of-market LLCSecretary of StateHIT
Permit silencePermit portalMISS
No market activity (quiet hold)Transfer recordsMISS
Assessment gapAssessor rollHIT

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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

Deal prospecting with Claude, answered.

What are off-market owner signals in commercial real estate?
They are eight public-record signals that reveal which CRE owners may sell before any listing exists: 20+ year tenure, tax delinquency, maturing debt, low-rate vintage loans, out-of-market LLCs, permit silence, quiet holds, and assessment gaps. For each, the guide covers where the record lives, the threshold that matters, and what it tells you about the owner. No paid database is required to start.
How does Claude read public records for CRE deal sourcing?
Through the Signal Scout, a Claude Project you build in about 15 minutes. It reads your county exports and returns an evidence-cited signal table per parcel, with copy-paste instructions included. Two rules keep it honest: no citation means no HIT, and NOT VERIFIED beats a silent guess. You can sweep a real submarket the same week.
Why stack multiple owner signals instead of buying a single list?
Because one record is trivia and five is a phone call. Three converging public records beat any single list you can buy. The guide gives a starter rule for stacking signals into a ranked call sheet, plus a verify pass and call-prep brief that turn a stacked parcel into a first conversation nobody else is having.
Is the Claude for Deal Prospecting guide free?
Yes. It is a free CRE guide from Pacific Software Ventures, delivered as an instant PDF download with no paywall. You drop your details and the guide downloads the moment you submit. It teaches the manual version of the system; PSV also builds production AI employees that run the sweeps on a schedule.
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