Trillion Dollar Hashtag - Logo SVG
Subscribe Now
Trillion Dollar Hashtag - Logo SVG
Issue #
32

From Boardroom Privilege to Baseline Utility

CRE’s elite services are about to go mass-market. AI will kill your ‘white glove’ edge—unless you scale it first. Here’s how to win.

From Boardroom Privilege to Baseline Utility

How AI Will Democratise Real Estate Value

EXECUTIVE SUMMARY

AI is going to enable us to unlock entirely new capabilities that were previously unavailable to most market participants, either because of high costs or complexity. What were once considered ‘cost centres’ are going to be redefined as ‘value drivers’.

Across real estate there is now much discussion about AI and its application. Mostly though this centres on doing what we do now, just better, faster, cheaper. Where we should be looking is how we can massively expand the market for real estate services, by taking what is currently bespoke and ‘white glove’ and making it available to all. Efficiency gains only get one so far. What we need is ‘a bigger pie’. This is how to bake it.

WELCOME TO THE 10X WORLD

In this newsletter we’re summarising ​a 127 page report​ covering 10 AI Agent Opportunities.

Everything below is expanded on in great detail, and I highly recommend you look at the full details of any opportunity that catches your eye.

THE CORE PARADIGM SHIFT: FROM BESPOKE LUXURY TO MASS-MARKET VALUE CREATION

Last week I was working on what new products and services were going to be enabled by the developments in AI. What were we going to be able to do that we couldn’t do before? After a while I realised I was alighting on areas where, in practice, most industry participants did not have access, but a minority, sub 10%, actually did. So the question should be not so much focussed on what was now possible, but what might be now possible at a price point where the potential market was 10X larger. What if we could serve needs that are currently unmet or only met for elite clients?

So, for example:

  • Using Generative AI to draft complex investment memos in minutes instead of weeks.
  • Using AI Strategy Agents to give under-resourced landlords institutional- grade asset plans.
  • Having an ESG Retrofit Roadmap that turned climate compliance into a self-service tool.
  • An always-on Market Scanner continuously hunting for mispriced deals.

KEY CHARACTERISTICS OF THE SHIFT

As one thinks about this it becomes clear that these use cases have ‘common themes’.

  • From White-Glove to Mass-Market: AI democratises services once exclusive to large institutions or high-end clients.
  • Data-Driven Decision Making at Scale: AI converts reactive, periodic, or "gut-based" decisions into continuous, data-driven processes, leveraging vast data beyond human capacity.
  • Proactive vs. Reactive: AI enables a shift from reactive "damage control" to proactive "prevention" and "opportunity seizure”.
  • Cost Centres to Value Drivers: Functions traditionally seen as overheads now become strategic differentiators or revenue generators.
  • Human + AI Collaboration: AI elevates human roles, handling routine tasks and freeing experts for higher-level strategy, relationships, and problem-solving.
  • Verticalised Knowledge and Integration: These are not generic AIs, but deeply domain-specific agents integrated with industry data and workflows, capable of bridging data silos.

DEFINING THE OPPORTUNITY

For each of the following ten opportunities we looked at:

  • The Problem Today (Luxury/Bespoke): What's currently expensive or inaccessible?
  • The Latent Demand: Who desperately needs this capability but can't get it?
  • The AI Agent's Vision: What the AI does?
  • The Strategic Shift/Value: How it impacts the business (e.g., faster, cheaper, better insights, new revenue)?
(Interested in sponsoring this section? Let’s connect.)

TEN AI AGENT OPPORTUNITIES

Here are the ten AI agent opportunities we unearthed.

  1. Asset Management – Strategy Agent for Smaller Landlords: Transforms reactive small landlord operations into proactive, data-driven asset management, providing institutional-grade strategic guidance at a fraction of the cost.
  2. ESG – Retrofit & Operational Upgrade Roadmapper: Shifts ESG from a compliance burden to a financial upside, enabling tailored action plans for energy efficiency and compliance for any building, driving energy savings and higher asset values.
  3. Valuation – Narrative + Scenario Generator for SME Portfolios: Provides rich, scenario-driven valuations and narrative reports for smaller portfolios, moving beyond single-point appraisals to dynamic, strategic insights.
  4. Leasing – Prospecting + Incentive Modeller Agent: Accelerates lease-up by proactively identifying prospects and optimising lease terms, democratising advanced tenant targeting and financial modelling for smaller players.
  5. Development – Planning Risk & Local Sentiment Evaluator: Reduces costly surprises and delays in planning by assessing approval risk and community sentiment, enabling proactive design adjustments and stakeholder engagement.
  6. Construction – Delay & Cost Overrun Early Warning Agent: Provides continuous monitoring and early alerts for project risks, leading to fewer delays and cost overruns, particularly for mid-size projects that lack sophisticated controls.
  7. Finance – Lending Memo Generator for £1m–£10m CRE Loans: Dramatically increases efficiency and consistency in small loan underwriting, allowing lenders to scale business and improve risk management by automating comprehensive credit memo generation.
  8. Occupier Strategy – SME Location + Workplace Optimisation Agent: Empowers SMEs to make data-informed decisions on location and workplace strategy, improving talent attraction, cost efficiency, and employee satisfaction.
  9. Property Management – Digital Tenant Concierge Agent: Offers 24/7, instant tenant service, significantly boosting satisfaction and retention while increasing manager efficiency and scalability for all building types.
  10. Investment Strategy – Always-On Market Scanner for Off-Market Deals: Provides an "edge" by continuously finding off-market, distressed, or mis-priced opportunities, democratising deal access and increasing transaction speed.

HOW WE SCORED THE OPPORTUNITIES

Five criteria were used to judge each opportunity. Latent Demand Intensity, Exclusivity of Current Offer, AI’s Ability to Commoditise, Integration Complexity, and Strategic Upside.

Every opportunity was considered to have a high ‘Latent Demand’ and to be currently an ‘exclusive’ offer - it seemed clear that if these services were economically available finding customers would not be a problem.

All are considered to be areas that AI ‘could’ commoditise. Meaning that the functionality of each opportunity strongly correlates with the capabilities of AI.

Integration, perhaps not surprisingly, is the toughest area, and scores varied widely here. Due to the need to access and assimilate disparate external data sources the Planning Risk Evaluator and Market Scanner would clearly be harder to integrate. Data Fragmentation is the industry's achilles heel and overcoming this, whilst not impossible, will certainly be a challenge.

However, all the opportunities were scored highly in terms of Strategic Upside. These aren’t incremental improvements - if they were achieved each one has the potential to materially change business outcomes.

STRATEGIC IMPERATIVES FOR CRE PROFESSIONALS

The absolute imperative, as we’ve discussed before, to ‘​Build a Bigger Pie​’ necessitates we adopt a 10X Mindset where opportunities like the 10 above are not summarily dismissed as too hard, or too speculative or a distraction from a focus on ‘efficiency’, and automating existing tasks.

ADOPT A 10X MINDSET

We know, even if we don’t want to acknowledge it, that the structure of the industry has to change to leverage all the new technologies, and to reflect the changing nature of demand in the market. We know that without a growth engine far fewer people are going to be needed in the industry than there are now. So we have to adjust our mindsets, stir up our entrepreneurial spirits and push into the future.

We actively need to be thinking of ‘value drivers’ not ‘cost centres’, investing in AI Fluency, and preparing ourselves, and our companies for a ‘human + machine’ future. All of the 10 opportunities above, as well as being potentially lucrative services, offer up great scope for marketing our human expertise - strategy, negotiation and relationship building.

PRIORITISE DATA

We need to prioritise data and modularity. We need to be able to access clean data, seamlessly via APIs, as and when it is required. Being able to use data in a cross functional way, mediated by AI, is going to be a superpower, and a huge differentiator.

And we need to work out how to pull all of this together. These 10 opportunities are not single source offerings. Their very beauty will be in the way they level the playing field by building ecosystems that allow the intelligence of AI to be applied pervasively across all our real estate workflows.

This will not be easy but the prize is great. Our ‘TAM - total addressable market’ will explode if we can really turn these luxury services into mass market offerings.

BUILD THE ECOSYSTEM

Neither real estate companies or PropTechs are likely to pull this off alone. The requirement for very strong technical skills, and perhaps even stronger domain knowledge, is very high. This will require partnerships, trust, and an ecosystem of interoperating vertical AI agents rather than monolithic software. It’s going to require a new way of thinking about business.

Whilst this way forward will not be for the faint hearted, not moving in this direction risks a steady decline. Someone will crack this, and when they do the purveyors of old school real estate services will be highly vulnerable. Even those luxury clients of today are not adverse to saving money, and they too will adapt, adopt and accelerate with AI.

OVER TO YOU

What luxury services do you provide that AI might enable you to sell to a much larger audience? What data do you have that could form part of an ecosystem? What part could you play in all of this?

And which of the 10 opportunities are you going to follow up with by reading their full details in the master report? You’ll be surprised how deeply they are addressed.

If you'd like to discuss how this applies to your business, I'd love to hear from you.