Claude Cowork for Commercial Real Estate

Take Claude off the chat window and onto your desktop, connected to your files, deals, and systems. A hands-on, full-day workshop for CRE professionals ready to move beyond generic prompts.

Audience

Who Should Attend

Asset managers who want to accelerate CAM reconciliation, variance analysis, and portfolio reportingLeasing agents and brokers who want to streamline lease review, deal screening, and client communicationProperty managers who want to systematize vendor evaluation, maintenance procedures, and status reportingAnalysts and appraisers who want to enhance valuation workflows and investment screeningDevelopment professionals who want to integrate AI into deal packaging and due diligence

Before you arrive

Prerequisites

Active CRE role or recent CRE experienceBasic familiarity with AI chatbots (have used ChatGPT or Claude at least a few times)Laptop with Claude Desktop installed and a paid Claude plan (Pro, Max, Team, or Enterprise)No programming experience required

What you will leave with

Learning Outcomes

Connect Claude to your files, email, calendar, and property management tools through MCP connectorsUse plugins for CAM reconciliation, lease review, property valuation, and vendor managementCustomize a legal playbook for your asset class and jurisdiction without writing codeKnow when Claude is predicting an answer, computing from data, or delegating to connected software, and verify accordinglyOrchestrate a multi-plugin deal workflow from valuation through to IC memoAssemble a role-specific workspace you can deploy to your team the next business day

Instructors

Reggie Chan CFA, FRICS is a commercial real estate professional with credentials spanning investment analysis (CFA), property valuation (FRICS), and professional practice (PGCV). A former VP of Asset Management and Leasing, he has built production AI systems for real estate applications including corridor valuation, workforce optimization, and GIS intelligence. He teaches AI for CRE as a practitioner who has run the workflows he teaches — not as an AI consultant learning real estate vocabulary.

Reggie is the founder of Tenebrus Capital Corp., an independent consulting practice focused on infrastructure and commercial real estate.​David Gratton is a Sr. Partner at 021:Events. He is a co-founder and chairman of the Agentics Foundation and a 25 year software veteran.

​Ryan Smith is a Sr. Partner at 021:Events. He is a recognized leader in Claude Skills and agentic development.

About 021:Events

021:Events is a Vancouver-based organization that designs and delivers practitioner-led AI workshops for professionals building real systems. Their programs are developed with working operators, not academics or consultants, and are built around hands-on exercises rather than lectures. 021 is a partner of Northeastern University, through which they deliver accredited professional programs. AI for CRE: Claude Cowork is their first workshop designed specifically for commercial real estate professionals.

Curriculum

Overview

A practitioner-led, full-day workshop built around seven hands-on exercises using real CRE problems: CAM reconciliation with planted errors, lease review with jurisdictional complexity, property valuation with data platform gaps, and vendor management with building-specific requirements. You move from using pre-built plugins, to customizing them for your asset class and jurisdiction, to assembling a workspace you can deploy Monday morning.

Morning

The Shift: Why AI transforms CRE careers and what the plugin architecture makes possible. Discussion and context-setting; no laptops.

Claude on Your Files: Connect Cowork to a deal folder, organize documents, generate a manifest. The first hands-on experience.

Connectors and Plugins: Connect email, calendar, and property management tools. Understand how plugins, connectors, and skills work in practice.

Finance Plugin: CAM Reconciliation: Reconcile CAM charges against budget, decompose variance drivers, and generate a property-level P&L. Deliberately planted errors require lease-specific judgment to catch.

Afternoon

Legal Plugin: CRE Lease Review: Customize the Legal plugin's contract-review playbook for your asset class and jurisdiction. Run a full lease review and evaluate the output against professional standards.

Multi-Plugin Deal Workflow: Combine valuation, investment screening, and IC memo drafting across four plugins. Override corporate finance defaults with CRE-appropriate assumptions.

Operations Plugin: Apply structured workflows to vendor evaluation, maintenance runbooks, and operational status reporting.

Capstone: Your Workspace: Select and configure connectors, plugins, and settings for your specific CRE role. Present your workspace. Walk out with a toolkit your team can use Monday morning.