PSV Research Desk
Source-cited reporting on the workflows in this guide.
CRE AI SOLUTIONS
The best CRE AI solution is not the one with the most impressive demo. It is the one that produces work a principal, investment committee, or client can inspect and trust.
JUL 12, 2026 / 5 MIN READ
CRE AI EDUCATION
Search interest in an AI course for commercial real estate keeps climbing, and the supply of programs is climbing with it. Most will not change how you work on Monday. The ones that do share a recognizable shape, and it can be evaluated before you pay.
JUL 17, 2026 / 6 MIN READ
CRE AI TRAINING
The way to make a CRE team AI-capable is not a generic prompt class. It is a repeatable, reviewable workflow built around the work that already moves through the firm.
JUL 12, 2026 / 6 MIN READ
A proprietary AI system, custom-built for your firm. AI employees that run your workflows end-to-end, inside your templates and tools. No manual work. You review when it matters. Built for CRE investors, operators, and brokers.
Pacific Software Ventures builds custom AI employees purpose-built for commercial real estate. We ingest offering memorandums, rent rolls, and T12s, and underwrite into your own templates and tools. Built by institutional CRE teams and AI researchers previously at PGIM, Goldman Sachs, and Kochava. Trusted by CRE professionals at CBRE, Cushman & Wakefield, JLL, Newmark, Marcus & Millichap, Saunders Real Estate, Kimco Realty, Westlake Realty Group, Industry Real Estate Partners, and Stride Commercial. Every number traces to a source document.Trusted by CRE professionals at
From the field
“The team is highly impressed with the custom underwriting agent that we received.”
Brandon Rowell
Analyst · Westlake Realty Group
“The team is loving PSV AI Strategy and Build Framework.”
Kristina Chang
CEO · Westlake Realty Group
“We use PSV to underwrite IOS deals and produce BOVs in 1/10th the time it used to take us.”
Sid Bhatt
Commercial Advisor, CCIM SIOR · Saunders Real Estate
The AI Operating System
Find, Close, Compound. One team of AI employees sharing context through a single source of truth, so the deal moves end-to-end with no copy-paste between SaaS silos. Every deal leaves you a data trail you own, and the intelligence compounds. Most vendors ship a copilot. We ship the operating system underneath.
Pick your side. See the workflows you run
01 · Find
Source the deal.
Deals screened
Deals screened: from 10 / week to 200 / week with your AI employees.Workflows
Your AI employees
02 · Close
Underwrite and fund.
Numbers you can defend at IC
Numbers you can defend at IC: from gut + memory to cited to the page with your AI employees.Workflows
Your AI employees
03 · Compound
Turn every hold into an edge.
LP letters + investor answers
LP letters + investor answers: from days of digging to cited, same day with your AI employees.Workflows
Your AI employees
Works for developers, operators, and investors. Value-add through opportunistic, fund or family office, wherever you sit on the cap stack. The workflows above are illustrative; we configure to your deal motion.
Why PSV
Claude, ChatGPT, Perplexity, Copilot. They explain, draft, and summarize. The deal still doesn’t ship. PSV is the leading AI implementation partner that takes your firm from AI curious to AI proficient, one system of AI employees that pushes the work across the finish line. Purpose-built for commercial real estate.
Scale without headcount
Unified intelligence across teams
Retire expensive shelfware
End-to-end execution, no re-prompting
Client Updates
ClaudeDrafts a doc you have to edit.
Drafts, formats, and queues recurring client updates across your book.
Underwriting
ChatGPTExplains how to underwrite a deal.
Underwrites it. Hands you the memo + model in your template.
Deal Sourcing
PerplexityResearches a market when you ask.
Finds the opportunities, scores them, drafts the pipeline into your CRM.
Meeting Follow-ups
CopilotSummarizes your meetings.
Creates the tasks, sends the follow-ups, updates the CRM.
Your AI Stack
ClaudeChatGPTPerplexityCopilotFour tools, four silos. Each does one piece. None of them talk to each other.
One system in place of the stack. Unified intelligence across every team, tasks executed autonomously, end-to-end.
PSV in production · watch demo
See the work, not just the pitch.
The AI Analyst is one of the custom systems we ship. Run it on a sample deal: pick a property, brand it, get an IC memo + model back in ~15 minutes.
Why we build
Our mission is not to replace CRE professionals. It is to give them capabilities that were once available only to the largest and most sophisticated institutions.
The Suite
A purpose-built team of AI employees that runs end-to-end CRE workflows inside your existing tools, your Excel models, your email, and your reporting templates. No dashboard migration. No new login.
Numbers that survive diligence, sourced like everything else we ship.
100%
of numbers cited to source
Every figure traces to the document it came from. If it can't verify, it flags it.
10×
faster BOV turnaround
“In 1/10th the time it used to take us.” Sid Bhatt, Saunders Real Estate.
$11B+
underwritten by this team
On acquisition teams at PGIM and Voit, across every major asset class.
8+ roles and counting
Runs where your data policy requires it.
Default
Managed by us. Isolated per-client environments, full audit trail, encryption at rest and in transit. Production in days, not quarters.
BYO Cloud
Deployed inside your enterprise tenancy. Uses your existing IAM, network policies, and compliance posture. Your data never leaves.
Air-Gapped
Self-hosted in your datacenter for the strictest data-residency requirements. No uncontrolled internet access. Reviewable runtime.
Data
Reads the data your team already pays for.
Drop in the exports your team already pulls: CompStak comps, Reonomy ownership, Yardi/MRI rent rolls, broker OMs. The AI employee reads them natively. Where direct API access is available and your license permits, we connect to the source instead. Either way, the data routes into the same models and memos your IC reads. No re-keying. No PDF round-trips.
+ many others
PSV reads the reports, exports, and PDFs your team already pulls from Green Street, Axiometrics, CompStak, Reonomy, HelloData, Entrata, Yardi, MRI, RealPage, and your internal data warehouse. It connects via direct API where the platform allows and your license permits. Trademarks are property of their respective owners.
How PSV works
Competitors sell AI agents. We partner with a select few operators for the long term. We scope the highest-leverage workflow, then build AI employees that work inside your stack the way a human employee would, clicking through your tools, following your process, escalating when they should. Tokens, infrastructure, hosting, monitoring: all on us.
01 Scope
We pick your highest-leverage workflow (underwriting, sourcing, prospecting, memo creation, compliance, ops) and scope a custom AI employee around it. Target: 10x the output of that workflow in 90 days, so you close more deals without growing headcount. Once it's live, each new workflow ships faster than the last.
View as
02 Integrate
Wired into the CRM, email, data warehouse, and tools your team already uses. No rip-and-replace, no new dashboards to learn. We handle infrastructure, hosting, and (for regulated clients) on-prem deployment. You ship in weeks, not quarters.
03 Operate
Your AI agent gets its own email and works alongside your team like a human employee, returning IC-ready work in minutes. We run, monitor, and improve it as you grow so deals stop slipping and your analysts get their nights and weekends back. A long-term partnership, not a handoff.
Speed
From first conversation to a working system in production in 5-15 business days, typically.
Accuracy
Outputs are grounded in your actual documents and data. When the system can't verify something, it flags it. Full audit trail, not a chatbot's best guess.
Is this right for you?
01
Your analysts are buried in spreadsheets and decks. Strategic work gets pushed to nights and weekends.
02
Opportunities pile up faster than anyone can research, model, or memo them. Good deals slip through the cracks.
03
Comps, lease activity, pricing, and submarket signals live in inboxes, PDFs, and people's heads. Nothing centralized to pull from when underwriting a new deal.
04
ChatGPT doesn't understand your fund's assumptions, your templates, or your IC process. Faster wrong answers aren't the fix.
05
Target lists, tenant rosters, ownership data, cold outreach. The hustle that drives broker pipeline doesn't scale past your calendar.
06
BOVs, marketing packages, buyer Q&A, signature chasing, post-meeting follow-ups. Coordination work eats the days you should be selling.
This isn’t right for you if…
You want a generic ChatGPT wrapper, a dinosaur SaaS tool, or a pilot you’ll babysit forever. We build custom, production-grade AI employees wired into your stack, not demos. If you aren’t ready to transform the way your team works in this AI revolution, and this is more than a tech shift, we’re probably not the right fit.
I’m a(n)…
Pick your role to tailor these benchmarks.
Before → After
Benchmark task timings from PSV-deployed AI employees inside CRE acquisitions and capital allocation teams. Every output cited to its source document.
| Task | Before | After | |||
|---|---|---|---|---|---|
| Underwriting a deal | Before: 6–8 hoursAfter: 10–30 minutesper deal | 6–8 hours | 10–30 minutesper deal | ||
| Rent roll abstraction | Before: 3 hoursAfter: 10 minutes | 3 hours | 10 minutes | ||
| IC memo drafting | Before: 2 daysAfter: 20 minutes | 2 days | 20 minutes | ||
| Submarket comp pull | Before: 2 hoursAfter: 5 minutes | 2 hours | 5 minutes | ||
| Waterfall model validation | Before: 4 hoursAfter: 20 minutes | 4 hours | 20 minutes | ||
Representative timings for these workflows done by hand versus with an AI system in place. Your baseline will vary.
Institutional Integrity
6 guardrails built into every output.
01
Every number traces to a source document. If it can't verify, it flags it.
02
OMs and models never touch public AI training data. Your pipeline is your edge.
03
Confidence scores on every output. Approval gates before IC.
04
Every input, assumption, and calculation traceable to source. Proof, not a black box.
05
AES-256 at rest. TLS 1.3 in transit. Role-based access controls and fund-level data isolation.
06
PSV cloud by default. Or your enterprise cloud (AWS, Azure, GCP) or on-prem if your data policy requires it. Existing workspace permissions, no uncontrolled internet access.
Active engagements
Toggle between investor-side and broker-side proof.
Active CRE engagements running on the same underwriting engine, each configured to the firm's asset class, return thresholds, and deal criteria.
Multi-Asset Investor, Bay Area + Western US
Office, multifamily, hospitality, retail, mixed-use
5x
asset classes underwritten across the portfolio
Family-owned investor underwriting across five asset classes. The engine adapts return thresholds, comp sets, and pro forma logic per asset class without losing audit trail.
Industrial Outdoor Storage + Self-Storage
OM parsing, comp pulls, IC-ready models
2x
asset classes (IOS + self-storage)
The CRE AI Analyst engine deployed across the operator's industrial outdoor storage acquisitions and national self-storage portfolio. Same engine, two asset classes, one workflow.
Case studies link to real PSV engagements. Mechanisms transfer across industries; deployment is configured to your workflows and data.
Don't take our word for it
Pick your favorite AI and ask what it thinks about PSV. No filter, no spin.
Before You Ask Your IC
We've heard them all. Here are the answers, with proof.
Claude is a tool. PSV builds the system. Generic chatbots and point tools answer one question at a time, in their interface, in their format. We build end-to-end AI employees that run your full workflow inside your Excel models, your email, your CRM, and your reporting templates. Every output is source-traced, every assumption is editable, and we configure model routing so you don't pay enterprise GPT prices for tasks a smaller model can do. CRE-specific data and workflow knowledge baked in. Implementation support, not self-serve software.
Underwriting is one of nine core capabilities. The system also screens deals, tracks comps, monitors lease expirations, aggregates market data into your templates, generates investor reports, and manages your deal pipeline. If your team does it manually in Excel, email, PowerPoint, or any software tool, we build a system for it.
We custom-build integrations into the tools you already use: Crexi, Green Street, CompStak, Reonomy, Apartments.com, and more. The system also monitors your inbox for broker comps, organizes files, and refreshes data automatically so your market intelligence is never stale.
Yes. That's what it's built for. It pulls rent rolls from OMs, comps from third-party platforms via export or API key (Crexi, CompStak, Reonomy, RealPage, Apartments.com), submarket data from your research tools, and populates everything into your Excel template, formatted exactly how your team expects it. No copy-paste.
Multifamily, office, industrial, retail, mixed-use, self-storage. Value-add, core, core-plus, opportunistic. If your team works on it, we configure the AI employee to handle it, from initial screening through asset management.
Yes, that's the whole point. Works inside your current Excel models, email (Outlook / Gmail), Dropbox / Drive / SharePoint, CRM (Salesforce, HubSpot, Apto, Buildout), and reporting templates. No dashboard migration. No new login for your team. We reverse-engineer your actual model, your assumptions, your cell structure, your formatting. Output lands in your template, every time.
Your data never trains public AI models. Everything is encrypted, access-controlled, and isolated. Your deal pipeline is your edge, we protect it.
First workflow live in 5–10 days for standard AI employees in our suite. Larger implementation engagements begin with a workflow mapping session, then deploy in phases. Within the first week, the system is screening deals, pulling comps, and generating outputs against your real work in shadow mode before going live.
Scoped per engagement. On a fully-loaded cost basis, a PSV AI employee runs at a fraction of the cost of a senior analyst (who does 3–4 deals a week and leaves with the knowledge), 5× cheaper than an offshore team that needs constant management, and 3× cheaper than stitching together five SaaS tools nobody adopts. And unlike any of them, it runs continuously, processes deal volume at scale, and improves every month. Exact pricing depends on scope. We share it in the first call.
Yes. Quarterly investor reports, distribution waterfalls, LP updates, and portfolio summaries, all drafted automatically from your portfolio data. Your team reviews and sends. Days of work become hours.
Your deal. Your tools. Built around your process.
Send us your process docs and templates. We build your AI employee around them.
Scope Your Custom SystemLet's talk
Send us your deal, your templates, and your process. We'll show you exactly what the system delivers on your real work. No contract.
We take on a limited number of new partners each quarter.
Our AI newsletter is read by 2,000+ CRE teams
AI for CRE · Weekly newsletter
Workflow teardowns, vendor takes, and field notes from custom AI builds. Free. Drop your email and the next issue lands in your inbox.
No spam. Unsubscribe in one click.