Skip to main content

CRE Deal Sourcing AI

Find off-market deals before everyone else does.

Investor-first AI sourcing engine for commercial real estate. Turn a buy box into target properties, enriched owners, personalized outreach, reply handling, and qualified acquisition conversations while you sleep.

This is not a generic lead-gen tool. It is a property-to-conversation workflow built for CRE teams: define the buy box, identify likely sellers, enrich ownership, launch tailored outreach, track responses, and push interested opportunities into underwriting.

Trusted by teams at

CBREJ.P. MorganGreystarPGIMBuilt for investors and broker teams

10x

owner coverage on your buy box

24/7

reply monitoring and follow-up

2

buyer types supported by one engine

Before → After

Same buy box. Ten times the coverage.

Benchmark task timings from PSV-deployed sourcing engines across acquisitions and broker teams.

Comparison of task duration before and after the PSV system is in place.
Build a target owner listBefore: 3 daysAfter: 30 minper market
Owner + entity enrichmentBefore: 1 hourAfter: 2 minper owner
Personalized outreach draftBefore: 15 minAfter: 30 secper property
Reply classification + routingBefore: manualAfter: auto
Warm lead to underwriting fileBefore: 1 dayAfter: 15 min

Representative timings for these workflows done by hand versus with an AI system in place. Your baseline will vary.

The Bottleneck

Your team is not losing deals on judgment. It's losing them on coverage.

01

Manual prospecting dies after week two.

Lists get built once, go stale fast, and depend on a person remembering who to contact and when.

02

You know your buy box, but you cannot monitor every owner.

Signals are scattered across properties, entities, emails, notes, and submarkets, so the right opportunities stay invisible.

03

Generic outreach gets ignored.

Most messages sound interchangeable because the team cannot personalize at owner and property level at scale.

04

Sourcing and underwriting are disconnected.

Even when a conversation turns warm, materials are messy, context is lost, and the next team has to rebuild the file from scratch.

Guardrails

If it touches outreach and pipeline, it needs controls.

4 guardrails built into every output.

01

Source-Based Reasoning

Target scoring and messaging are built from property and owner context, not made-up assumptions.

02

Private Pipeline Memory

Your target lists, notes, replies, and sourcing logic stay isolated from public model training.

03

Approval Gates

You choose where automation stops: draft-only, send-after-review, or partially autonomous by workflow step.

04

Role-Based Access

Acquisitions, brokers, and operators can each see only the records and actions appropriate to their role.

The Company Brain, for acquisitions

Anyone can pull a list. Yours knows who you already passed on.

Sourcing at volume only compounds if the system remembers. The Company Brain is the layer that gives AI your firm's own history with an owner, not just their contact record.

01

What your firm knows

Owners and the entities behind them, every property you have tracked, which broker brings you what, and the full history of who you have already contacted and what came back.

02

How your firm works

Your target criteria, the signals that actually mean a seller is close, your outreach sequences, and the voice the principal signs their name to.

03

How your firm decides

Which owners you have written off and why, which signals you act on and which you ignore, and what a real lead looks like versus one that wastes a call.

Surfaces in

ClaudeChatGPTMicrosoft Copilot

Without it, you get a bigger list and the same hit rate, and the same owner gets approached twice by a system with no memory of the first time.

How the Company Brain works

What Teams Ask

The real questions behind off-market sourcing.

Most teams do not need another list. They need a system that keeps coverage high and context intact.

Architecturally, yes. Commercially, no. Build investor-first in one market so the engine proves it can create qualified conversations. Then reuse the same backbone for broker prospecting with different messaging and routing.

One buy box, one market, one target list pipeline, one outreach sequence, and one CRM handoff. The goal is not feature completeness. The goal is proving that the system can create qualified owner conversations reliably.

Yes. The workflow can start light: a narrow target universe, a simple CRM, and human approval on sends. Once it is producing conversations, we add enrichment depth, automations, and downstream handoffs.

Both. The engine is investor-first: we prove it on your buy box in one market until it creates qualified owner conversations. The same backbone then runs broker prospecting, with different messaging and routing for listing-side outreach.

By grounding every message in the property, the owner, the local market, and your actual angle. Generic AI starts with words. Good sourcing starts with context.

The system routes the conversation, logs the history, drafts the next reply, and packages the opportunity so your team can step into the call or underwriting process with context already organized.

Your buy box (asset class, markets, size, and return criteria) and access to the tools you already use: your CRM, your email, and any data subscriptions. We stand up the first market from there, with human approval on every send until you loosen the gates.

Build the first market with us.

We can stand up the investor workflow first, prove it in one market, then expand into broker mode, new markets, or underwriting handoff once the pipeline is real.

Apply to Work With Us

Let’s talk

Turn your buy box into pipeline, then turn pipeline into deals.

Start narrow. One market, one investor workflow, one live sourcing engine. Once the conversations are real, we can productize the parts that repeat and grow it into software, services, or both.

We take on a limited number of new partners each quarter.

Prefer email? zed@pacificsoftwareventures.com

Guardrails built inAES-256 encryptedYour data stays yoursOngoing optimization included