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Real EstateAI implementation case study

Real Estate – Industrial CRE Brokerage: Investment Sales Due-Diligence AI

AI automation for OM ingestion, rent-roll reconciliation, tenant credit scoring narratives, and IC memo drafts.

This case study documents a real client implementation. Identifying details may be withheld where confidentiality applies.

Key takeaway

PrimeAxiom replaced manual OM-to-model work with an AI-orchestrated diligence system spanning documents, numbers, and investment committee narrative.

The engagement

From operational friction to a connected AI system

01 · Context

Business overview

Industry: industrial CRE investment sales. Size: boutique with national deal flow. Complexity: short fuse auctions.

02 · Challenge

Core problem

Manual spreadsheet builds, inconsistent lease interpretation, memo bottlenecks.

03 · Approach

Solution

PrimeAxiom built an acquisition intelligence platform: AI extracts OM tables, reconciles to data room leases, generates risk flags, and drafts IC memos with cited line items.

04 · Impact

Results

Analyst model build time −61%; reconciliation errors −78%; IC memo turnaround −54%; bid participation +22%.

System design

The full automation system

The implementation connects triggers, AI decisions, business rules, human approvals, and downstream actions in one controlled workflow.

OM Extract Agent, Rent Roll Recon Agent, Credit Narrative Agent, IC Memo Agent.

Workflow

How the automation runs

1. OM + data room link. 2. AI parses tables and narratives. 3. Cross-check leases. 4. Risk flags. 5. Memo draft with citations. 6. Principals edit thesis. 7. Feedback improves extraction.

Intelligence layer

AI agents and decision logic

Extraction Agent, Reconciliation Agent, Narrative Agent, Risk Flag Agent.

Under the hood

Technical architecture

Secure VDR connectors, vector + tabular stores, LLM with citations.

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