Built for commercial real estate
Your firm’s brain,
and its AI agents.
AI agents prepare the budget, the exception list, the investor report and the BOV from your own files.
Your people review, change and approve every one.
01 Your tools
Leases in SharePoint, books in QuickBooks, email in Outlook, files in Dropbox or Google Drive, and the Yardi reports your team sends. CRE Brain reads them where they already are.
02 Their access
Every read goes through the person asking. If they cannot open something, CRE Brain does not show it to them.
03 The brain
It keeps your firm’s rules and reviews useful lessons from your team’s work.
04 AI agents
AI agents for any work your firm repeats, working in the background on CRE Brain’s own platform, on a schedule or when something changes.
05 Your firm
Work that needs approval goes to the person with the authority to decide. Established guidance can be reused in later work within each person’s current access.
SharePoint
OneDrive
QuickBooks
Dropbox
Google DriveYour team can also reach the brain from
Claudeand
ChatGPTwith each person’s own access. The AI agents run on CRE Brain’s own platform.
One brain across everything a firm owns, manages, leases or sells: industrial, retail, office, multifamily and single-family rental.
The brain
One brain for your firm’s records and know-how.
Your records sit in SharePoint, inboxes, QuickBooks and Yardi reports, and your best know-how lives in a few people’s heads. The brain reads records within each person’s access and keeps confirmed practices your team can reuse.
Everything in one place
Your files, email and books, read where they already live and brought together as one brain, with Yardi reports added as your team sends them. Nothing to migrate, and each person sees only what they can already open.
Know-how your team can reuse
CRE Brain reviews useful lessons from your team’s work and keeps supported guidance in Company memory. Established guidance can help with later budgets, reports or lease abstracts, within each person’s current access to its sources.
Your whole team on AI
Not only the people who are good with AI. Everyone asks the same brain, in CRE Brain, Claude or ChatGPT, and gets your firm’s answer with its source, under their own permissions.
Yardi reportsThe people, rules and questions are examples.
AI agents
The recurring work of a role, prepared for you to approve.
Not a chatbot you have to prompt. Each AI agent does a role’s recurring work on its calendar and hands it to your people to review, change and approve.
Portfolio analyst
Asset management
Budgets that trace every line to its source.
Rolls each property’s budget forward and explains each month against it, with the file behind every number.
- Budget season
- Rolls each budget forward on your firm’s assumptions
- Month end
- Variance report: NOI against budget, line by line
- Quarter end
- A reforecast for each property
Ready for your review
Northgate 2027 budget.xlsxEvery line with its assumption and sourceException analyst
Asset management
Everything outside your standards on one list, each time a new rent roll arrives.
Reads your latest rent roll and reports, and lists what breaks your firm’s standards, worst first.
- Each new rent roll
- Delinquency over 30 days, vacancies and expiring leases
- Every Friday
- Missing charges and spend without approval
- Every Monday
- Cash position by property
Ready for your review
Exception list.xlsx12 exceptions, 3 marked redProperty accountant
Accounting
A month-end package ready for your controller, every entry explained.
Prepares the close for every property as files your team reviews and posts. It reads your books and never posts to them.
- Every invoice
- Suggests the property and account, and shows why
- Month end
- Accruals, bank reconciliations and the close checklist
- Year end
- CAM reconciliations, each line traced to its lease
Ready for your review
September close package.xlsxAccruals and bank recs, 4 items to checkLease administrator
Asset management
Every option, expiration and notice date, with the page it came from.
Abstracts each lease, tracks the dates in it, and lists any lease it could not read in full.
- New lease
- Abstract with term, rent steps, options and page references
- Every month
- Checks rent billed against each lease’s steps
- A year out
- Flags options, expirations and notice dates
Ready for your review
Suite 400 lease abstract.pdfTerm, rent steps and options, with pagesAcquisitions analyst
Acquisitions
Every OM that reaches your inbox, screened against your criteria.
Screens each new deal against your criteria and the deals your firm has done, and shows its work.
- Every OM
- Pulls the rent roll, T-12 and asking price
- Every deal
- Pass or pursue against your criteria, with the reasons
- Each pursuit
- First-pass underwriting in your own model
Ready for your review
Riverside screen.xlsxPursue: 4 reasons, 2 concernsInvestor relations associate
Investor relations
The quarterly report your investors know, ready for your edits.
Drafts the report from your property financials and last quarter’s, in your format. Nothing goes to an investor without you.
- Quarter end
- The investor report, in your format
- Each DDQ
- Answers drafted from the ones your firm has given
- Any time
- Answers to investor questions, from the fund’s own figures
Ready for your review
Fund II Q3 report.docxDraft, 6 pages
Investment sales analyst
Capital markets
BOVs from your own comps, in your template, ready to edit.
Builds the BOV, the OM and the offer matrix from your comps and the seller’s files, for the broker to edit and send.
- Every pitch
- A BOV from your comps and the rent roll
- Every listing
- The OM, in your firm’s template
- Every offer
- The offer matrix: every offer side by side
Ready for your review
Riverside Industrial BOV.pptxValue range from 6 of your sale compsComps researcher
Research
Your firm’s comps in one place, the moment a broker asks.
Keeps your lease and sale comps current from your own closed deals, and sets them beside the data you already license.
- Every closing
- Logs the deal as a comp, from the signed documents
- Every request
- Comps by submarket, size and date
- Quarter end
- The market report, drafted from your own deals
Ready for your review
Downtown office lease comps.xlsx18 comps from the last 12 monthsTenant rep associate
Tenant representation
Surveys, tour books and LOI redlines, ready for your broker.
Runs the legwork of every requirement, from the first survey to the last redline.
- New requirement
- A survey of the spaces that fit, from your listings and comps
- Before tours
- The tour book, with plans and asking rents
- Every LOI
- A redline against the last version, every change listed
Ready for your review
Acme space survey.pdf14 spaces that fit 20,000 sq ftLandlord rep associate
Agency leasing
Every inquiry answered and every counter drafted, for you to send.
Drafts the reply to each inquiry and the counter to each proposal, held to the owner’s guidelines, for you to send.
- Every inquiry
- A reply drafted for you to send
- Every proposal
- A counter drafted from the owner’s guidelines
- Every week
- The leasing report for the owner
Ready for your review
Northgate leasing report.docx9 tours, 3 proposals outMarketing coordinator
Brokerage marketing
Flyers, listing copy and launch emails in your template, ready to approve.
Turns each new listing into its flyer, listing copy and launch email, all drafted for you to approve.
- New listing
- The flyer and the listing copy
- Launch day
- The email to your buyer lists, for you to send
- Every closing
- The deal announcement
Ready for your review
Riverside listing flyer.pdfTwo pages, with the site planPipeline coordinator
Brokerage
Every client’s lease date, last call and next step on one Monday list.
Builds the list from your email and call notes, so the follow-ups a broker promised surface before they are forgotten.
- Every Monday
- Client leases expiring in the next 18 months, with last call and next step
- After each call
- The follow-up drafted, and notes ready for your CRM
- Every month
- The pipeline report for the team lead
Ready for your review
Monday call listEmail to the team: 7 clients to call
Any role your firm needs
Leasing, construction draws, lender packages, tax, treasury: we build each AI agent with the people who do the work today, on the same brain and the same approvals.
Examples. The names, files and figures are made up.
Finished work
Every number shows where it came from.
In budget season the AI portfolio analyst hands back Northgate Plaza’s 2027 budget: every line rolled forward, the assumption and the file behind each number, and the questions it could not settle on its own. Your controller changes what they want, then approves it.
Northgate 2027 budget.xlsxPrepared by the AI portfolio analyst
| Line | 2026 forecast | 2027 budget | Change |
|---|---|---|---|
| Base rentEach lease’s rent steps, except Suite 210 · Rent roll, Sept 2026.xlsxSuite 112 leased from March: the leasing team’s estimate | $3,412,000 | $3,498,600 | +2.5% |
| RecoveriesEach tenant’s share under its lease, except Suite 210 · 24 lease abstracts | $452,800 | $468,300 | +3.4% |
| Real estate taxesLast year’s bill plus 2% · 2026 tax bill.pdfNo 2027 assessor’s notice yet. Estimated, and asked Aidan Lee, the controllerSee what he said | $214,300 | $218,600 | +2.0% |
| InsuranceThe renewal quote · Insurance renewal quote.pdfThe quote is not final | $101,500 | $112,700 | +11.0% |
| Repairs and maintenanceAverage of the last three years · Northgate 2026 GL detail.xlsx | $132,400 | $128,000 | −3.3% |
| UtilitiesLast year plus 3%, your firm’s rule · Northgate 2026 GL detail.xlsx | $88,900 | $91,600 | +3.0% |
| Suite 210 rent and recoveriesHeld: its side letter is not open to Dana Ruiz | Waiting for someone who can open it | ||
| Net operating incomeWithout Suite 210 until its side letter is open | $3,327,700 | $3,416,000 | +2.7% |
3 lines to check, 1 held before it goes to your controllerApproveOpen in Excel
An example property; the figures are made up.
Compounding intelligence
What your best people know stays with the firm.
Keep the practices your experts confirm, so later work starts with what your team already knows. People can reuse shared knowledge within their access to the firm’s records.
01Budget season
An AI agent asks
Building Northgate Plaza’s 2027 budget, the AI portfolio analyst finds no assessor’s notice yet, and the files do not say how your firm estimates the tax without one.
AI portfolio analyst There is no 2027 assessor’s notice for Northgate yet. Use last year’s bill plus 2%, or wait for the notice?
02Once
Your expert answers once
Your controller answers and confirms the practice to keep as the firm’s rule.
Controller Remember this practice: use the notice when we have it. Until then, last year’s bill plus 2%, and flag it as an estimate.
03Every budget after
It becomes the firm’s rule
Later budget work starts with the shared practice. Your team reviews the estimate and the records behind it.
The brain Property tax: use the assessor’s notice. Without one, last year’s bill plus 2%, flagged as an estimate.
What that means for your team
Start from a draft, not a blank page
Budgets, close packages and lease abstracts arrive prepared, so your team reviews, changes and approves instead of building from scratch.
Keep the practices your team confirms
Shared practices stay with the firm. Colleagues and AI agents can reuse them within their access to the records behind the work.
Trained with your team
We build each AI agent with the people who do the work, and stay through your first cycle. Your team reviews the decisions and finished files.
The people and figures are examples. Guidance is kept for your firm and follows each person’s access to its records.
Security and governance
Made for your IT review.
CRE Brain works inside the permissions your firm already has, and keeps a record of what it does. Our written security answers go to your IT team before anything connects.
SOC 2 Type 2 audit in progress with Oneleet. No report has been issued yet.
How we handle your data- AI portfolio analyst started: Northgate Plaza 2027 budget, for Dana Ruiz
- Access checked with Microsoft: Northgate 2026 GL detail.xlsx
- Held: Suite 210’s lines: Dana Ruiz cannot open its side letter
- Prepared: Northgate 2027 budget: 3 lines to check, 1 held
- Approved: Northgate 2027 budget, by Aidan Lee, after two changes
- Saved: Northgate 2027 budget, in the firm’s workspace
An example: one budget, as your administrator sees it.
What your IT team can check
Each person sees only what they can open
Access is checked with Microsoft before any file is read.
A person approves the work
A bill goes into your books only after an owner at your firm approves it, and only for companies your firm switched on. CRE Brain never changes or replaces a file you already have.
Everything is on the record
Connections, approvals and workspace changes are logged.
Admins get no extra access
Administrators open only what Microsoft already lets them. Our builders read your files only while your owners allow it, and every read is recorded for them.
Your files stay where they are
Read from your own systems when someone who can open them asks. Never used to train AI models.
Each firm is walled off
Separate, encrypted workspaces, hosted on AWS in the United States.
Questions
What firms ask us first.
Anything else, ask us on the first call.
What does CRE Brain do?
It reads the files and reports each person may access, keeps confirmed practices and supported lessons from your firm’s work, and runs AI agents that prepare budgets, exception lists, investor reports and BOVs for your team to review, change and approve.
Who is it for?
Commercial real estate owners, operators and brokerages: the controllers, asset managers, acquisitions and investor relations teams who live in rent rolls, leases and budgets, and the brokers and analysts who live in comps, offering memorandums and pipelines.
Which systems does it work with?
Microsoft 365 (SharePoint, OneDrive and Outlook), QuickBooks, and the reports your team exports from Yardi, such as the rent roll. Files and email are read from their source when someone asks, so answers use the current version. We go through the rest of your systems on the first call.
We already have Copilot or Claude. What is different?
A chatbot waits for a good prompt and forgets your rules. CRE Brain keeps your firm’s rules and answers, reads only what each person may open, and hands back finished work for a person to approve. Your team can also ask the brain from Claude or ChatGPT.
Our property manager controls Yardi. Does this still work?
Yes. We start from the reports your property manager already sends you, such as the rent roll, and read them as they arrive.
Who can see what?
Each person sees only what Microsoft already lets them open, and access is checked again before any file is read. Administrators get no extra document access. While we build your AI agents, our builders read your files only if your owners allow it, until a date they set, and every read is recorded.
Can we see what the AI agents did?
Yes. Connections, approvals and workspace changes are logged, and your owners can see every read our builders make while they set up your AI agents.
Do the AI agents act on their own?
They prepare the work in the background, on a schedule or when something changes. A bill goes into your books only after an owner at your firm approves it, and only for companies your firm switched on. They save only new files and never change or replace a file you already have.
Is our data used to train AI models?
No. Your content never trains AI models, and every firm’s workspace is kept separate.
Is CRE Brain SOC 2 certified?
Not yet. A SOC 2 Type 2 audit with Oneleet is in progress, and no report has been issued. Your IT team receives our written security review answers before anything connects.
What does it cost?
We price the pilot to the work you want done and go through it on the first call, before anything connects.
How does the private pilot work?
A short call about the work you want off your team’s plate, then your IT team’s security review, then your first AI agent at work, with a person approving what it hands back.
Private pilot
Start with the work that costs you most.
Tell us the work that eats your team’s week. We build the AI agent for it with you, and your people approve what it hands back. Tell us your deadline, such as budget season or quarter end, and we will say plainly whether we can meet it. We take a few commercial real estate firms at a time.
- A call about the work that costs your team most: the budget, the exception list, the BOV
- Your IT team’s security review, before anything connects
- Your first AI agent at work, trained with your team, a person approving what it hands back
Start with a short call
Pick one budget, rent roll, OM or BOV you wish were done for you. On the call we talk through what an AI agent would hand back.
- Your IT team reviews security first
- Nothing connects until you approve it
- Your content never trains AI models