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Built by institutional CRE teams & AI researchers previously at
PGIM
Goldman Sachs
Kochava

Leading AI solutions for CRE firms.

PSV turns commercial real estate knowledge into an operating advantage with an AI brain: well-informed decisions, more efficient AI spend, and a shared intelligence layer that makes the capabilities of your best AI users a firm-wide advantage.

Trusted by CRE professionals at

Westlake Realty Group
Industry Real Estate Partners
Cushman & Wakefield
JLL
Saunders Real Estate
Newmark
Stride Commercial
Marcus & Millichap
Kimco Realty

Partnered with and incubated at

  • AWS
  • Founders, Inc.
  • LAUNCH

The overlooked problem

Claude, ChatGPT, Copilot, and most AI solutions get you to 50-60% of where you should be.

Most firms make one of these four moves before the context is in place.

01

What happened

You hired an AI vendor to ship an agent in six weeks.

What came back

You get a vague roadmap, a tool list, and nothing that runs.

Meanwhile

Whichever move you made, the pressure is compounding.

Four things are getting worse underneath it, and none of them fix themselves.

  • Token costs keep accelerating.

    Today's prices are subsidized, and the bill is climbing anyway. Seats, tools, and pilots stack up, with nobody measuring the spend against a return.

  • Agents fail on live deals.

    The demo worked. On a real OM, a real rent roll, and a real deadline, the output needs more review than the work it replaced.

  • The rollout is stuck behind data and IT.

    Every implementation plan waits at the same two gates: the data is not in one place, and IT has not signed off. Neither moves on its own.

  • The return stops at a few power users.

    Two or three people are getting real leverage. What they have worked out lives in their own chat history, with no way to hand it to the rest of the firm.

All four have the same fix.See what it is

The missing piece

You need an AI-native Company Brain.

Your data, institutional knowledge, and judgment are spread across every tool, inbox, and head in the firm. The Company Brain ties them into one shared, governed layer of context, so every AI agent answers from your firm instead of from the public internet.

  • EmailOutlookGmail
  • CRMSalesforceHubSpot
  • DriveGoogle DriveSharePoint
  • Property systemsYardiEntrata
  • DocumentsWordExcel
  • Human memories

Shared knowledge

The Company Brain

And the team to run it

The Brain is the foundation. PSV is the embedded AI team that builds on it.

  • Deploy

  • Advise

  • Stay ahead

Company Brain + embedded AI team

See how the Brain works

What changes

Same team, same tools, very different results.

Five problems every firm hits running AI on its own, and what each one becomes once the Brain is in place.

  • Access

    Without the Brain

    AI quality depends on the user.

    One person's Claude is excellent and another's is mediocre, because their context, prompts, and workflows are different.

    On the Company Brain

    Shared AI context across the firm.

    Everyone works from the same approved firm knowledge, not just the one power user with the best prompts and a private workflow setup.

  • Knowledge

    Without the Brain

    Company knowledge is fragmented.

    Key context lives across email, CRM, Yardi, Drive, underwriting models, meetings, and people's heads.

    On the Company Brain

    Institutional memory that survives people.

    Decisions, corrections, relationships, exceptions, and precedent stay with the firm when employees leave or teams change.

  • Efficiency

    Without the Brain

    Every workflow starts from scratch.

    Teams rebuild the same context for underwriting, IC memos, reporting, buyer lists, and the rest, every single time.

    On the Company Brain

    Lower token and context waste.

    The Brain retrieves only the context a task needs, instead of stuffing whole folders, prompts, and documents into Claude again.

  • Judgment

    Without the Brain

    AI lacks firm-specific judgment.

    It knows CRE broadly. It does not know how this firm underwrites, decides, escalates, or reads an exception.

    On the Company Brain

    Better accuracy and consistency.

    AI applies the right methodology, precedent, source-of-truth rules, and firm context instead of guessing from generic CRE knowledge.

  • Learning

    Without the Brain

    There is no shared learning loop.

    Manager corrections and past decisions stay trapped in a chat, a model, or a meeting instead of improving the next workflow.

    On the Company Brain

    AI that improves over time.

    Meaningful human corrections, decisions, and outcomes feed back into the Brain, so the next workflow starts smarter.

Services

Choose the starting point that matches your AI maturity.

Firms arrive anywhere from no AI at all to agents already in production, so the engagement adapts to where yours actually is rather than the other way round. The first three run on the Company Brain; the fourth is scoped to whatever you already have in mind.

  • Foundation

    AI Consulting

    Your firm wants AI. There is no policy, no owner, and no agreed starting point.

    We audit how the firm runs today, set the AI strategy and security posture with your IT team, and hand you a sequenced roadmap.

  • Ready to build

    Company Brain + Custom AI Agent Builds

    Your AI policy is in place, IT is on board, and you know what you want built.

    The Company Brain gives AI your firm's context. Then PSV stays on as your embedded AI team: we deploy the agents on top of it, advise as the tools change, and keep you current, inside your stack and under your review.

  • Level up

    AI Training

    Your team already uses AI daily. Now you want them building, not prompting.

    PSV-led training on building agents in Claude, and for Brain clients, on building them on the Brain so they inherit your firm's context.

  • Purpose-built

    AI Build Partner

    You already know what you want made, and it is not an off-the-shelf agent.

    Live dashboards over your own data, internal tools, and the special situations that do not fit a standard engagement. Built on the Brain when you have one, standalone when you do not.

Works with your stack

Your firm already runs on these systems. Depending on the platform we integrate directly, work alongside it, or align our agents to the data it holds, always within that provider’s terms of service. You keep the stack you have.

CRE systems

Entrata
Yardi
ARGUS
Juniper Square

CRM, productivity, and data

Salesforce
HubSpot
Outlook
Microsoft Teams
SharePoint
OneDrive
Excel
Word
Google Drive
Dropbox
Slack
Zoom
Notion
Monday
Pipedrive
Zapier

Which one is yours

See which engagement fits where your firm actually is.

Four engagements, and usually only one is right for a firm at a given moment. Five questions, scored on what you tell us rather than on what costs the most.

Where does AI stand at your firm today?

1 / 5

Then the agents

Once the Brain knows your firm, the agents are worth building.

Agents come second, deliberately. Once the Brain holds enough of your context to be useful, our team deploys the agents that run on it, and they live wherever your team already works.

  • A PSV agent, by email

    The agent gets a name and an inbox.

    • Every deal room, package, and file your team forwards teaches it how this desk decides
    • It stops being a tool you prompt and turns into a colleague you delegate to
    • It keeps up as the market turns, your thesis changes, and people leave
    • How two of our published engagements already run

    Best for

    Lean teams, five to ten people, with no IT function and no appetite for a rollout.

  • Inside the AI tools you have

    Or the same agents run inside the accounts you already license.

    • Works across Claude, ChatGPT, and Microsoft Copilot
    • The work happens in the tool your team is already in
    • One Brain behind every seat, so the answer in Claude matches the answer in Copilot
    • Your firm's context arrives with the question, so nobody pastes it in again
    • Nothing new to procure, nothing new to learn

    Best for

    Institutional teams with seats deployed and IT already through its review.

How enterprise deployments work

The agent suite

Faster conviction. Leaner portfolios. More business, less manual work.

Our team deploys AI agents on the Brain for each desk: investors find conviction faster, asset managers operate portfolios more efficiently, and brokers win and execute more business with less manual work. Every correction you make and every deal an agent sees stays in the firm and shows up in the next one, and you keep the judgment calls.

  • Acquisitions

    Acquisitions Agent

    Takes what lands in the inbox and hands you a go or no-go, with the model already loaded.

    • Turns every OM into deal data instead of a re-keying job
    • Collapses the owner's rent roll and T-12 into your line items, source cell kept
    • Returns a one-page read against the box you actually buy in
    • Loads the normalized financials into your model, formulas untouched

    What it knows

    The difference between the box you say you buy in and the one your passes actually describe.

  • Asset management

    Asset Management Agent

    Runs the morning pulls and the month-end pack you assemble by screenshot today.

    • Pulls rent roll, availability, box score, and AR/AP aging into your format
    • Drafts budget variance commentary with the line items cited
    • Ties recoverable expenses back to what each lease lets you bill
    • Warns you before an option notice date passes

    What it knows

    Which variances your team chases and which it lets ride, from your own commentary rather than a threshold.

  • Brokerage & BD

    Business Development Agent

    Keeps the list alive and hands you the day's dials with the direct numbers already on them.

    • Gets past the LLC to the person who actually decides
    • Dedupes your list and keeps the A, B, and C tiers current
    • Flags leadership changes, M&A, and capital moves the day they break
    • Builds the BOV first draft off your own comps, every comparable traceable

    What it knows

    Which owners in your market are actually movable, from your own call history rather than a purchased list.

  • Capital & IR

    Investor Relations Agent

    Assembles the quarter in your format instead of collecting it person by person.

    • Drafts the quarterly report and the narrative from what actually happened
    • Produces the LP cash flow statement in the format your legacy investors expect
    • Answers an LP question from documents you already published, and cites which
    • Tracks which K-1s are out and who has asked twice

    What it knows

    How each LP reads a quarter, and which question comes back every time before anyone asks it.

  • Operations

    Operations Agent

    Turns a 300-email day into a board with owners and dates, and keeps it moving.

    • Sorts the escalation inbox and brings the lease and resident detail with it
    • Pulls the promises out of a call transcript and files them against the deal
    • Keeps every open item moving on its own cadence instead of on your memory
    • Holds W-9s, insurance, and licenses so a vendor is never onboarded twice

    What it knows

    Which escalations turn into problems, learned from the ones on your own desk that did.

  • The rest of the bench

    53 builds in the library

    These five are the seats firms fill first. The library holds the rest, by desk and by seat, with what each one is built to know.

    Open the Build Library

Customers

Hear it from the people who run these firms.

Named, on the record, and still working with us.

  • Sid Bhatt, Commercial Advisor, CCIM SIOR at Saunders Real Estate
    “We use PSV to underwrite IOS deals and produce BOVs in 1/10th the time it used to take us.”
    Sid BhattCommercial Advisor, CCIM SIORSaunders Real Estate
  • Kristina Chang, Chief Executive Officer at Westlake Realty Group
    “The team is loving PSV AI Strategy and Build Framework.”
    Kristina ChangChief Executive OfficerWestlake Realty Group
  • Matt Cooper, Principal Broker & Co-Founder at Stride Commercial
    “I’ve bragged about you guys.”
    Matt CooperPrincipal Broker & Co-FounderStride Commercial

Case studies

Read more about our work and case studies.

Every number comes from work we handed a client. Each card opens the full write-up.

Buy side

Investors and asset managers

Owners, operators, and allocators screening more deals with the same team.

Sell side

Brokers and advisors

Investment sales, tenant rep, and advisory teams winning and working more listings.

Read the full case studies

Prefer to hear it from a client? Ask for a reference.

Card photographs are illustrative properties, not client assets. Photos: Samuel Zeller (CC0); Jay Blacks (CC0); Anthony Delanoix (CC0); G. Edward Johnson (CC BY 4.0); freestocks.org (CC0); Arvydas Venckus (CC0).

Your environment

Built around your environment, not ours.

Secure and governed by design. Where the work runs is a deployment decision you make, not a constraint we impose.

  • Runs in your Claude or Copilot workspace, or in your own VPC
  • Agents scoped to the systems and folders you approve
  • Every number traced to its source document
  • Humans approve what becomes firm knowledge
CRE AI Instituteby PSVLive

Want to see what AI can do, yourself? The CRE AI Institute.

CRE-specific AI training, Claude workflows and Skills, live sessions, and a community of CRE practitioners. Continuously updated as the tools change.

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

Common Questions

Straight answers.

What teams ask before working with us.

Pacific Software Ventures (PSV) is an AI consulting and engineering firm for commercial real estate. It helps commercial real estate firms turn their data, institutional knowledge, and judgment into a proprietary operating advantage: well-informed decisions, more efficient AI spend, and a shared intelligence layer that makes what your best AI users can do a firm-wide capability. Three services get you there. AI Consulting maps how your firm works and finds where AI pays off. Company Brain + Custom AI Agent Builds builds the secure, governed intelligence layer that gives AI your firm's context, then deploys the agents that run on it inside the tools your team already uses. AI Training makes your team AI-native, through PSV-led programs and the CRE AI Institute. Most clients start with one and grow into the others.

Pacific Software Ventures was founded in 2023 by three partners: Zed Truong, the founder of the CRE AI Institute, who previously worked in institutional real estate at PGIM Real Estate and in brokerage at Voit Real Estate; Aidan Scudder, an AI and systems engineer formerly at Kochava; and Gedeon Baende, a former Goldman Sachs engineer and AWS AI Scholar.

We build on the tools your team already uses. ChatGPT and Copilot can retrieve company files through native enterprise connectors. PSV adds governed firm rules, templates, and approved workflows, then builds the Company Brain and agents that put them to work inside those tools, with every number traced to its source.

The secure, governed intelligence layer underneath our flagship engagement: what your firm knows, how it works, and how it decides, structured so AI can use it. It sits under Claude, ChatGPT, or Copilot, connected through MCP, and every agent that runs on it shares the same context, so what your best AI users have worked out becomes something the whole firm can use. Humans approve what becomes durable firm knowledge, so the Brain reflects the firm, not a model's guess.

That is the whole point. The mandate to use AI usually lands without anyone showing the team how, so the work keeps getting done by hand. We close that gap directly: hands-on training in your real workflows, plus deployed workflows that do the heavy lifting so your people supervise output instead of fighting a tool. No prompt-engineering degree required.

Because seats are not a system. A Copilot license sitting unused is the norm, not the exception, because nothing was built around it. We deploy AI into a specific, high-value process with a clear owner and measurable output. It gets used because it is doing real work, not waiting for someone to think up a prompt. That is also where AI spend gets efficient: the seats and the tokens go to work with a measurable return instead of to experiments that stall.

Hallucination is a design problem, not a reason to quit. Our systems are grounded in your data and source-traced, with validation, confidence thresholds, and approval gates on anything high-stakes. Every answer shows its work and you keep final say. The bar is output you would put your own name on.

No. Commercial real estate is our flagship and where we go deepest, but the strategy, training, and engineering work for any operating business. The CRE work is simply the proof that it holds up under real numbers and real stakes.

Ten minutes of questions about your firm, your workflows, and your current AI usage. You get an honest read on your AI maturity, the highest-value opportunities, and which engagement fits, if any. If the answer is none yet, it says that too. Qualified firms get direct access to the calendar.

You own what we build for you. The code, the workflows, and the configuration we build for your firm are yours, your data stays yours, and they run on infrastructure you control. No per-seat lock-in, no hostage data. If we ever part ways, you keep what we built for you, plus a runbook to operate it without us.

Yes. Encrypted in transit and at rest, access scoped and logged, and we never train shared models on your data. For regulated workloads we deploy into your own cloud or VPC and use providers with zero-retention agreements. We share our full controls documentation and sign your security addenda on request.

Ammunition. We deploy inside your own environment, your VPC or M365 world, behind your SSO, with access scoped and logged. We write the security memo for your IT team, answer their questionnaire, and get on the call with them. You should not have to fight that battle alone, and our job is not done until we pass your audit.

A real fear, and we treat it as step zero. Before any AI touches your numbers, we tie your template out against your last closed deals. If something has quietly not been ticking and tying, you find out first, from us, not from an AI that learned the mistake.

First engagements scope in days, not months. Custom engagements begin at $10,000, and the shape depends on the path: AI Consulting, an Institute seat for training, or a Company Brain build with workflows deployed on top. We share exact numbers on the first call, with no surprises later.

Then we route to whatever is. You are never married to one model. We run a harness that sends each task to the best model for it and swaps as the frontier moves, so you get the upside without the lock-in. The data, the workflows, and the system we build for you stay yours either way.

Don't take our word for it

Ask AI about us.

Pick your favorite AI and ask what it thinks about PSV. No filter, no spin.

Let’s talk

See where AI creates leverage across your firm.

Take the free AI assessment. Ten minutes, an honest read on where you stand, and which engagement fits, if any.

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

Prefer email? zed@pacificsoftwareventures.com

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