AI Automation for Commercial Real Estate

9 specialist roles. 9 sub-specialties. 63 ready-to-deploy workflows.

Custom AI workflow automation purpose-built for the commercial real estate stack. We deploy on the tools your team already runs (CoStar, Apto, Buildout, etc.), with human-in-the-loop on every judgment call.

Why commercial real estate firms are automating now

Commercial Real Estate firms compete on speed, accuracy, and margin. Every repetitive process the team handles by hand is a tax on deal velocity — and the firms automating now will be the ones setting the pace in 18 months.

Sub-specialties

Office & Industrial Leasing

Custom AI workflows built specifically for office & industrial leasing: deep integrations with the CoStar stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Retail Tenant Rep

Custom AI workflows built specifically for retail tenant rep: deep integrations with the CoStar stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Logistics & Industrial

Custom AI workflows built specifically for logistics & industrial: deep integrations with the CoStar stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Multifamily Acquisitions

Custom AI workflows built specifically for multifamily acquisitions: deep integrations with the ARGUS Enterprise stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Commercial Development

Custom AI workflows built specifically for commercial development: deep integrations with the Procore stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Office / Retail Property Management

Custom AI workflows built specifically for office / retail property management: deep integrations with the Yardi Voyager stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Multifamily Operations

Custom AI workflows built specifically for multifamily operations: deep integrations with the Yardi Voyager stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Luxury Residential

Custom AI workflows built specifically for luxury residential: deep integrations with the MLS stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Syndication & Capital Raising

Custom AI workflows built specifically for syndication & capital raising: deep integrations with the Juniper Square stack, commercial real estate-grade privacy, and workflows that pay back in weeks, not years.

Roles in commercial real estate

Common commercial real estate tool stack

Featured workflows

Commercial Real Estate Broker · Operations & Workflow

LOI & Term Sheet Drafting for Commercial Real Estate Brokers

AI drafts each round against the firm's playbook in CoStar, summarizes what changed vs. the prior round, and flags non-standard terms — turnaround per round drops to hours.

CoStar Apto Buildout Email
Commercial Real Estate Broker · Communication & Outreach

Tour Package & Marketing Book for Commercial Real Estate Brokers

AI assembles the tour package from CoStar, Apto, and the firm's brand template, and adapts the narrative per prospect — tour packages ready in an hour, not a day.

CoStar Apto Buildout ClientLook Zapier
Commercial Real Estate Broker · Communication & Outreach

Prospect List Building & Outreach for Commercial Real Estate Brokers

AI builds targeted prospect lists from CoStar, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — broker runs a full pipeline with half the SDR headcount.

CoStar Apto Buildout ClientLook Slack
Commercial Real Estate Broker · Reporting & Analytics

Deal Underwriting Model Build for Commercial Real Estate Brokers

AI pulls comps, normalizes the rent roll, builds the model from the firm's template, and stress-tests the sensitivities — analyst starts at judgment, not formatting.

CoStar Apto Buildout ClientLook Slack
Commercial Real Estate Broker · Data Entry & Processing

Rent Roll & Lease Abstract for Commercial Real Estate Brokers

AI extracts lease terms from PDFs into CoStar, flags non-standard clauses (exclusives, kickouts, renewal options), and produces a reviewer-ready abstract — weeks of work done overnight.

CoStar Apto Buildout Email
Commercial Real Estate Broker · Data Entry & Processing

Commercial Loan Application Package for Commercial Real Estate Brokers

AI assembles the package from CoStar, normalizes financials to lender format, and pre-fills each lender's specific submission form — lenders respond to complete packages, not chased ones.

CoStar Apto Buildout Email
Commercial Real Estate Broker · Finance & Accounting

Construction Draw Request for Commercial Real Estate Brokers

AI assembles the draw package from CoStar, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule.

CoStar Apto Buildout ClientLook Slack
Retail Real Estate Broker · Operations & Workflow

LOI & Term Sheet Drafting for Retail Real Estate Brokers

AI drafts each round against the firm's playbook in CoStar, summarizes what changed vs. the prior round, and flags non-standard terms — turnaround per round drops to hours.

CoStar Placer.ai Apto Buildout Slack
Retail Real Estate Broker · Communication & Outreach

Prospect List Building & Outreach for Retail Real Estate Brokers

AI builds targeted prospect lists from CoStar, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — broker runs a full pipeline with half the SDR headcount.

CoStar Placer.ai Apto Google Drive
Retail Real Estate Broker · Reporting & Analytics

Submarket Market Report for Retail Real Estate Brokers

AI pulls submarket data from CoStar and Placer.ai, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount.

CoStar Placer.ai Apto Email
Retail Real Estate Broker · Communication & Outreach

New Listing Launch Package for Retail Real Estate Brokers

AI generates the listing from the intake, publishes across CoStar and portals, drafts the launch email, and tracks click-through — listings go live same-day, not same-week.

CoStar Placer.ai Apto Google Drive
Retail Real Estate Broker · Operations & Workflow

Unit Turnover Workflow for Retail Real Estate Brokers

AI orchestrates turnover steps in CoStar, dispatches vendors, tracks completion, and triggers re-listing the day a unit is ready — days vacant drop materially.

CoStar Placer.ai Apto Google Drive

Custom AI for your commercial real estate firm

Every commercial real estate operation runs differently — we build what you actually need, on the stack you already run.