021:Events

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.

Audience

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
Before you arrive

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
Curriculum

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.

What you will leave with

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
Dates

Upcoming Workshops

What comes next

Bring This to Your Team

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