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Session 02 · Recap

Foundations of AI for CRE Professionals

The conceptual grounding — what these models actually do, and don't.

Apr 17, 2026Presenter: Karan KhannaCTO, EyeQ

Who was in the room

Session 2 drew a healthy cross-section of the network — from people just getting started to seasoned practitioners with deep production experience. The mix was a strength: beginners felt safe asking foundational questions, and the advanced voices added texture without talking over anyone.

Co-leads: Ivy Marguerite set the agenda and steered the Q&A; Sarah Gudeman (BranchPattern, Omaha) opened with the group's origin story and kept the energy moving. Featured presenter: Karan Khanna, CTO at EyeQ Monitoring, delivered a pragmatic ~20-minute landscape talk — comfortable going deep on tokens, edge models, and agent orchestration, but consistently translating back to everyday CRE use cases.

Where the puck is going

  • Models will keep improving for at least the next few years — no plateau yet.
  • Specialized vertical models are emerging, including real-estate-focused ones.
  • Token / inference costs are dropping fast and will continue to.
  • Edge models (running on laptop/phone) will become more prevalent — less cloud dependency, lower cost.
  • Agents are arriving — most mature in software engineering today, but spreading fast.
  • Any frontier model handles CRE use cases well. Copilot still lags but may catch up via the Microsoft–Anthropic deal.

How to choose a tool (in priority order)

  • Company policy — if mandated, use it.
  • Security — use whatever IT has blessed.
  • Enterprise version over public (your data isn't used for training).
  • Paid over free (better context retention, faster, ~$20–30/mo).
  • Context window size for large documents.
  • Integration with your productivity suite (Google Workspace vs. M365).

Gotchas & good practices

  • Don't violate company policy.
  • Watch token costs on long agentic tasks (transactional use is fine).
  • Always do a final human review.
  • Use multiple models to learn their quirks; experiment in personal domains, then translate to work.

Q&A highlights

  • Token costs: a few hundred tokens per chat, dropping fast — a one-hour Claude agent run might cost ~$1 today.
  • Michelle on Claude: argued it's the most "humanized" model, especially for voice-matching and personality work.
  • Claude "skills": build hierarchical skills assigned to parallel agents with an orchestrator collating results. Meta-prompt Claude to teach you how to build them.
  • Meeting notes: Fireflies for API-friendly auto-sharing; also the Bee wearable and Whisper for dictation.
  • Recording legality: one-party vs. two-party consent varies by state — disclose and offer to share the transcript.
  • Security: don't give a model PII or financial info without an enterprise version. The real risk is shadow AI when firms over-restrict and employees route around policy. Aim for smart-but-not-restrictive governance.
  • Redaction: use Adobe's redaction tool on sensitive PDFs before uploading.
"AI is a thought partner that gets you 50% there — it's not replacing creativity, human connection, or critical judgment. Outsource the mental load, not your job."

Closing challenge

Between now and next session, each member tries one thing — a workflow to speed up, a time sink to automate, or a new way to get information faster.

Recurring logistics: 3rd Friday of every month, 10:00 AM ET. Email Ivy at imarguerite@eyeqmonitoring.com to be added, or register for the webinar.
— / Video & Slides

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The deck

AI Landscape — slide by slide

Slide 01 / 07

AI Landscape

Usage in CRE Domain

Slide 02 / 07

What goals are CRE Professional trying to achieve ?

  • Document Creation and Editing
    • Property Descriptions, Listing Copy, Marketing Emails…
    • Writing drafts of award submissions, case studies, and thought leadership content
    • Repurposing content across formats — From case study to social posts, emails, and one-pager
  • Document Summarization & Exec Summaries
    • Market Reports, Research Documents
  • Preparing talking points and Q&A prep for client presentations
  • Firm-wide AI deployment
    • lease abstraction, where confidential tenant and landlord terms are in every prompt
    • Portfolio-level reporting where deal data, financial projections, and client names are in scope
    • Due diligence support workflows where documents contain sensitive transaction details
    • Generating broker opinion of value narratives from raw comp data
Slide 03 / 07

AI - Where is the “Puck going”?

  • Models will continue to improve at a rapid pace for the next few years
  • Specialized vertical models will become more common and offer better performance
  • Inference costs will continue to drop
  • Edge models will become more prevalent and better (Run on your desktop!)
  • Agents taking on specific tasks and working together is coming.
  • For CRE use cases any SOTA (Frontier) Model with large context will work
    • ChatGPT, Gemini, Claude
    • Microsoft Co-Pilot & others still lag in efficacy
Slide 04 / 07

So What does it mean for me?

  • Make your choice of AI tool based on your prioritized criteria list
    • Company policy and/or company mandated
    • Security – IT Approved
    • Enterprise version Vs Public version
    • Economics – Free Vs Paid
    • Handle large documents
    • Integration with existing Productivity Suite
  • Basic documentation, writing, editing, summarization will be commoditized
  • Speed of business will get faster with agents
  • Personal relationships, business insights, Understanding “where the puck is going?” will become paramount
Slide 05 / 07

Demo – Personalization, Agents.

  • ChatGPT – Personalization to your writing style, tone…
  • Claude Cowork/Desktop – Personalized skills. (Very Geeky)
ChatGPT Personalization settings with custom instructions
ChatGPT — Personalization & custom instructions
Claude skill-creator skills panel
Claude — personalized Skills (skill-creator)
Slide 06 / 07

What are the “gotcha’s” & good practices?

  • Make sure not to violate company policy
  • Make sure there are guardrails on token costs
  • All frontier SOTA models are good for CRE use cases – Just choose one based on the prioritized criteria
  • Each model can be personalized – Use this to give it a desired “personality” and adapt it to your style
  • Always do a final human review
Slide 07 / 07

Final Thoughts

  • Use of AI will continue to increase.
  • Interaction modes will continue to expand – Chat, Agents, Images…
  • Models will continue to get better & cheaper
  • Only way to learn and become a good practitioner is to use it
  • Ideally use multiple models to get familiar with the landscape
  • Experiment & learn…. Use it for scenarios outside of work as well