AI for CRE: Claude Cowork
Seven hands-on exercises. Real CRE problems. You leave with Claude connected to your files, your tools, and your workflows, and a configured workspace your team can use immediately.
Who Should Attend
- —Asset managers who want to accelerate CAM reconciliation, variance analysis, and portfolio reporting
- —Leasing agents and brokers who want to streamline lease review, deal screening, and client communication
- —Property managers who want to systematize vendor evaluation, maintenance procedures, and status reporting
- —Analysts and appraisers who want to enhance valuation workflows and investment screening
- —Development professionals who want to integrate AI into deal packaging and due diligence
Prerequisites
- —Active CRE role or recent CRE experience
- —Basic familiarity with AI chatbots (have used ChatGPT or Claude at least a few times)
- —Laptop with Claude Desktop installed and a paid Claude plan (Pro, Max, Team, or Enterprise)
- —No programming experience required
Agenda
Overview
Take Claude off the chat window and onto your desktop, connected to your files, deals, and systems. A practitioner-led, full-day workshop built around seven hands-on exercises using real CRE problems: CAM reconciliation with planted errors, lease review with jurisdictional complexity, property valuation with data platform gaps, and vendor management with building-specific requirements.
You move from using pre-built plugins, to customizing them for your asset class and jurisdiction, to assembling a workspace you can deploy Monday morning.
Agenda
Morning
The Shift Why AI transforms CRE careers and what the plugin architecture makes possible. Discussion and context-setting; no laptops.
Claude on Your Files Connect Cowork to a deal folder, organize documents, generate a manifest. The first hands-on experience.
Connectors and Plugins Connect email, calendar, and property management tools. Understand how plugins, connectors, and skills work in practice.
Finance Plugin: CAM Reconciliation Reconcile CAM charges against budget, decompose variance drivers, and generate a property-level P&L. Deliberately planted errors require lease-specific judgment to catch.
Afternoon
Legal Plugin: CRE Lease Review Customize the Legal plugin's contract-review playbook for your asset class and jurisdiction. Run a full lease review and evaluate the output against professional standards.
Multi-Plugin Deal Workflow Combine valuation, investment screening, and IC memo drafting across four plugins. Override corporate finance defaults with CRE-appropriate assumptions.
Operations Plugin Apply structured workflows to vendor evaluation, maintenance runbooks, and operational status reporting.
Capstone: Your Workspace Select and configure connectors, plugins, and settings for your specific CRE role. Present your workspace. Walk out with a toolkit your team can use Monday morning.
Learning Outcomes
- ✓Connect Claude to your files, email, calendar, and property management tools through MCP connectors
- ✓Use plugins for CAM reconciliation, lease review, property valuation, and vendor management
- ✓Customize a legal playbook for your asset class and jurisdiction without writing code
- ✓Know when Claude is predicting an answer, computing from data, or delegating to connected software, and verify accordingly
- ✓Orchestrate a multi-plugin deal workflow from valuation through to IC memo
- ✓Assemble a role-specific workspace you can deploy to your team the next business day
Upcoming Workshops
No upcoming workshops scheduled for this program right now.
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