An interactive workshop for commercial real estate brokers, agents, and business development professionals, whether you’re in tenant rep, landlord rep, or investment sales, who want to use AI to win more business and work more creatively.
A tenant rep broker can now canvass an entire submarket for new assignments before the Monday all-hands: pull every company with a lease expiring in the next 18 months, build a profile on each one, rank them by likelihood to move, and draft ten personalized pitches for the tenants worth chasing first.
A landlord rep can walk into an owner meeting with intelligence no one else has: which of the landlord's tenants are outgrowing their space or quietly shopping the market, which tenants across competing buildings are in play, and where the next lease-up demand is coming from, all assembled in an afternoon instead of a week.
This used to take weeks of work, and only with a good analyst or associate on hand. Now it is the work of an AI agent on autopilot. Not a chatbot that writes a nicer email, but a workflow that takes a target submarket and hands back a ranked canvassing list with a personalized angle for every name on it.
The brokers figuring this out first are not more technical than anyone else. They have stopped treating AI as a writing assistant and started treating it as a teammate that canvasses the market on their behalf. Most brokers have no system for building any of this. This workshop gives them one.
The session runs on a single fictional case study: Maya, a CRE agent working both landlord and tenant rep, and her pitch to win a headquarters relocation. It works the full arc, building her brand, researching and canvassing her prospects, assembling a differentiated pitch, and sourcing space her competitors will never find.

Paul is also a partner at PTB, a real estate investment banking boutique, and focuses on the intersection of capital markets, media, and alternative real estate. He has funded over $1B of real estate projects and platforms, and acquired and asset-managed over 8 million square feet of office, industrial, and multifamily assets in the US.
Contact the host →You’ll learn how to
Build a personal brand that generates inbound
How to stand up an AI-assisted content engine of LinkedIn posts, market commentary, and thought leadership that positions a broker as the expert in their market and asset class, in their own voice and not a robot's.
Research prospects and personalize outreach at scale
How to build rich prospect profiles, identify trigger events, and generate outreach that reads hand-written, using the Clay-plus-AI prospecting stack that makes a contact database work harder.
Build differentiated pitches
How to use AI to research a prospect's business, analyze their real estate needs, and assemble pitch books that demonstrate deep understanding instead of a generic template.
Source deals the competition misses
Lease expiration analysis, ownership and transaction research through public records, and off-market opportunities that never surface in a standard CoStar search.
Run a smarter database
How to structure a CRM so AI surfaces connections, flags follow-ups, and finds the patterns hiding in a pipeline.
Deploy AI without losing the human touch
Where AI accelerates the work and where it does not, and how to keep the relationship-driven approach that defines great brokerage.
What the workshop covers
Pillar 1: Brand & Content
- Why personal brand matters more than firm brand for brokers
- Building a content engine: AI-assisted LinkedIn posts, market updates, and thought leadership
- Voice, tone, and authenticity, sounding like yourself, not a robot
- Content calendars and publishing workflows for busy brokers
- Case studies: brokers who’ve built brands that generate inbound leads
Pillar 2: Outreach & Database
- AI-powered prospect research: company analysis, trigger events, decision-maker identification
- Personalized outreach at scale: email, LinkedIn, and phone prep
- Building enriched prospect lists using AI and public data
- CRM hygiene and database intelligence, making your contacts work harder
- The Clay/AI prospecting stack: tools and workflows for brokers
Pillar 3: Deal Intelligence & Creative Sourcing
- Lease expiration analysis and tenant-in-market identification
- Ownership and transaction research using AI and public records
- Off-market opportunity identification through data analysis
- Comp analysis and market intelligence for pitches and proposals
- Building a deal sourcing workflow you can run weekly
Putting It Together: Maya’s Pitch
- Applying all three pillars to Maya’s headquarters relocation pitch
- Building the pitch book, sourcing creative options, personalizing the approach
- Live exercises and practice throughout the session
Live exercises
Build Your Broker Brand
Use AI to draft three LinkedIn posts in your voice, a market insight, a deal story, and a thought leadership piece, that you can publish this week. We’ll workshop voice and tone in real time.
Prospect Deep Dive
Given Maya’s target prospect (the logistics company), use AI to build a comprehensive prospect profile: company background, real estate footprint, recent news, decision-makers, and 3 personalized outreach angles.
The Differentiated Pitch
Build the opening 3 slides of Maya’s pitch book using AI, demonstrating deep understanding of the prospect’s business, market position, and real estate needs. No generic templates allowed.
Creative Sourcing Sprint
Use AI to identify 5 potential spaces for Maya’s client that wouldn’t appear in a standard CoStar search, using lease expiration data, ownership records, and creative analysis of the market.
Your AI Brokerage Stack
Design your personal AI workflow: which tools for which tasks, how they connect to your CRM, and a 30-day implementation plan you can start executing Monday morning.
Hear from our alumni
"Brad and Paul opened my eyes to how real estate deals get put together, where incentives lie, and how we might create business cases for proptech and climate tech. Great stuff!"
"A perfect introduction to the most important real estate concepts, distilled down in the perfect way to absorb and retain. Paul and Brad clearly thought a lot about how to actually educate, not just data-dump the group."
"Excellent course that guides you through a fictional case study with detailed explanation of every single step for all personas at every stage of a real estate deal. I highly recommend enrolling."
"Huge thank you for an amazing five weeks. The 'Selling into Real Estate Owners' course content is a goldmine for anyone building or selling in PropTech, and the weekly cohort discussions are a rare chance to learn directly from peers."
"A collection of engaging and collaborative sessions on how to launch and structure a venture into real estate. Paul and Brad put on a great class with an even better collection of participants."
Format & access
One live session
Three hours via Zoom, with a break at the 90-minute mark
Five hands-on exercises
Applied to realistic brokerage scenarios throughout the session
Post-workshop access
Circle community with recordings, templates, tool recommendations, and prompt libraries
A recording for everyone
Recordings are sent to all registered attendees, whether or not you attend live.
Frequently asked questions
Is this relevant for all brokerage roles?
Yes. The workshop covers use cases relevant to tenant rep, landlord rep, and investment sales brokers. The exercises are designed so you can apply them to your specific practice area.
I’m not technical, do I need coding experience?
Not at all. Every tool and workflow in this workshop is designed for brokers, not engineers. If you can use email and LinkedIn, you can use these tools.
Will recordings be available?
Yes. All registered participants receive access to the full recording, slides, prompt templates, and exercise materials via Circle.
How is this different from a generic “AI for real estate” workshop?
This workshop is built specifically for brokers. Every use case, exercise, and tool recommendation is designed around how brokers actually work, winning pitches, building relationships, and sourcing deals. No generic AI overviews.
AI for CRE Brokers
Live on Thursday, July 23, 12-3pm Eastern Time. $499.
Register for this workshopRecordings are sent to all registered attendees, whether or not you attend live.
