Real Estate

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

Timeline: Build: 10 weeks. Deploy: deal-team pilot. Optimization: 8 weeks sector models.

Business overview

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

Common pain points

Manual spreadsheet builds, inconsistent lease interpretation, memo bottlenecks.

Full AI automation system (PrimeAxiom solution)

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

Automation workflow (detailed system flow)

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.

AI agents & logic

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

Technical architecture

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

Tools & integrations

Deal room APIs, Excel server, PostgreSQL, OpenAI, OCR stack

Results

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

Timeline

Build: 10 weeks. Deploy: deal-team pilot. Optimization: 8 weeks sector models.