AI for CRE Brokers
How top-producing brokers are using AI to build their brand, win more pitches, and source deals their competitors can’t find
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.
About the Workshop
The best brokers have always won on relationships and market knowledge. But the way you build relationships, demonstrate expertise, and source opportunities is changing fast—and AI is at the center of it.
The brokers who figure this out first will have a structural advantage that compounds over years.
This three-hour workshop covers three pillars of AI-powered brokerage:
Building your personal brand and content engine,
Supercharging your outreach and database with AI-powered prospecting, and
Using AI for deal intelligence and creative sourcing
We’ll use a fictional case study around Maya - a landlord and tenant rep leasing agent - and work through real scenarios—from writing a LinkedIn post that generates inbound leads to building a prospect list that surfaces opportunities your competitors don’t see.
You’ll leave with tools and workflows you can deploy immediately.
You’ll Learn How To
Build a personal brand that generates inbound leads
Learn how to use AI to create a content engine—LinkedIn posts, market commentary, and thought leadership—that positions you as the expert in your market and asset class.
Research prospects and personalize outreach at scale
See how AI-powered tools can build rich prospect profiles, identify trigger events, and generate personalized outreach that feels hand-written—not mass-produced.
Create differentiated pitches and presentations
Use AI to research the prospect’s business, analyze their real estate needs, and build pitch books that demonstrate deep understanding—not generic templates.
Source deals and opportunities your competitors miss
Learn creative sourcing techniques using AI—from analyzing lease expirations and ownership records to identifying off-market opportunities through public data.
Build and maintain a smarter database
Understand how to structure your CRM and contact database so AI can surface connections, remind you of follow-ups, and identify patterns in your pipeline.
Deploy AI without losing the human touch
Learn where AI accelerates your work and where it doesn’t—and how to maintain the relationship-driven approach that defines great brokerage.
The Workshop Will Cover
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
Exercise 1: 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.
Exercise 2: 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.
Exercise 3: 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.
Exercise 4: 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.
Exercise 5: 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.
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
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.