AI Training for Commercial Real Estate

For teams with zero AI experience. How large language models work, how to prompt for CRE documents, and where AI helps versus where it doesn't.

• AI Fundamentals for CRE Professionals
• Prompting for Real Estate Documents
• What Not to Paste Into AI
• Your First AI Workflow

For teams past the basics. Building reusable setups instead of starting from a blank prompt every time.

• Skills Files: Building Repeatable Workflows
• Claude Projects for Ongoing Work
• Working with Claude Cowork & Second Brains
• Connecting Your Tools (MCP & Integrations)

Portfolio-level AI: reconciling PM data, tracking budget variance, and getting owner reports out on time.

• Rent Roll & Occupancy Analysis
• Budget-to-Actuals & Variance Review
• Owner & Investor Reporting
• Lease Abstraction & Comps
• PM Data Reconciliation

Fund-level work powered by CREx OS data, plus the documents that eat the most hours: side letters, DDQs, and investor letters.

• Fund Ownership & Cap Table
• Quarterly NAV & Performance
• Debt & Covenant Monitoring
• Compliance Side Letter
• DDQ Responses
• Quarterly Investor Letter
• Waterfall Calc

AI on the front end of a deal: screening OMs against your buy box, normalizing T-12s, and getting a model built faster.

• OM & Broker Package Triage
• T-12 & Rent Roll Normalization
• Deal Screening Against Buy Box
• Underwriting Model Population
• IC Memo Drafting

Our open learning platform. Courses, quizzes, and certificates for CRE professionals, free to take and free to finish. Nothing to buy, no AI background needed.

Bring the tracks to your team and run them live against your rent rolls, your fund documents, and your deal pipeline. Pick the tracks that fit the seats in the room.