Free Resources

Self-serve resources for operators.

Free tools, playbooks, and research for CRE and PE teams. Benchmark where you stand, learn how to put AI to work, and see what's already running in production.

Interactive Tools & Materials

Quick tools that run in your browser, plus our weekly newsletter for CRE and PE teams.

Newsletter · Weekly

AI for CRE Operators

A weekly read on how CRE and PE teams are putting AI to work: workflow teardowns, vendor takes, and field notes from custom builds. Free, 400+ subscribers.

Read past issues

Quiz · 3 minutes

How AI-Ready Are You?

Get your AI readiness score out of 30 and see where your team lands on the 7-stage maturity framework. Benchmark against peers and get a prioritized roadmap.

Get your score

Calculator · 5 minutes

CRE AI Operations Budget Calculator

Estimate how much a custom AI employee would save your CRE team, factoring in deal volume, analyst headcount, and current process cost.

Run the numbers

Playbooks & Guides

Step-by-step playbooks and a drop-in Claude plugin. Unlock with your email.

The Full Claude Playbook for CRE

The CRE operator's playbook for Claude: how to think in workflows, which jobs to hand it first, and a build you can deploy this week. Every output traceable to a source.

Get the playbook

Claude Code for CRE

The 2026 playbook for running Claude Code on real CRE work: automate underwriting, diligence, and reporting with the tools, skills, and data that fit, plus deliverables you can ship this week. No engineering background required.

Get the playbook

Claude Opus 4.8 for CRE

What changed in Opus 4.8, why it matters, and how to route work so it saves analyst hours without taking over judgment. Effort levels, cost control, and eight prompts you can paste today.

Get the CRE guide

Research & Reading

Field research, case studies, and deep reads on how CRE and PE teams put AI to work.

What 20 CRE Giants 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.

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How to use Claude AI for CRE

A step-by-step read for CRE professionals: why generic AI fails, how to think in workflows instead of prompts, and a real project you can deploy this week.

Read it

PSV CRE Case Studies

A field brief on the AI deployments running inside CRE investor, operator, and brokerage teams today. Real systems, real outcomes, in one PDF.

Get the brief