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For boutique CRE brokerages

The shared memory of your brokerage.

Every buyer and tenant requirement your firm has ever heard, kept with the contacts, listings and owners around it. New inventory runs against all of it in code, and each broker gets a short list of who to call, with the reasons shown.

Now onboarding design-partner firms.

Who to call today

Digest · Tue, Oct 14 · Dana Whitcomb
  • 88 Foundry Way

    Airport Industrial, Alder · 18,000 SF industrial · 24′ clear · 6 docks · For lease

    Desmond Hale · Hale Freight Lines

    15,000–20,000 SF · Alder County · lease

    Strong6 pass · 1 not checked
  • 300 Southgate Blvd

    Southgate, Dunmore · 9,500 SF single-tenant NNN · 7.1% cap · For sale

    19 days left, identify by Nov 2, 2026

    Nadia Brooks · Larkspur Holdings

    1031 exchange · NNN income · identify by Nov 2

    Strong6 pass · 1 not checked
Not in today’s list
  • 15 Station Plaza, Suite B

    Elling Station, Elling · 7,000 SF retail inline · For lease

    Mara Quill · Pulsefit Gym

    4,000–6,000 SF · Elling, Brennan · lease

    Already pitchedMarcus Ellery · Sep 1 · 43 days ago
2 to call · 1 held backA pitched counterparty comes back after 90 days, or when they answer.

Why it’s strong

Hale Freight Lines × 88 Foundry Way
GateBox then listingResult
FreshnessStated Oct 2 · fresh—Passed
Asset typeIndustrialIndustrialPassed
Size15,000–20,000 SF18,000 SFPassed
GeographyAlder CountyAirport Industrial, AlderPassed
StructureLeaseFor leasePassed
RepresentationPrincipalFirm listingPassed
PriceNot on file—Not checked
6 passed · 1 not checked · nothing guessedStated Oct 2 · fresh
Shown on invented data: Kestrel Point Partners’ book in the Calder Bay demo market.

Reads what your firm already gets

  • Gmail, read-only
  • Forwarded email
  • CSV and XLSX exports
  • Flyers and criteria sheets
  • LOIs
  • Brokers’ notes

One record per buy box, with the source attached.

Asset type, size, geography, price, cap rate, timing and structure, each in its own unit. Next to the numbers sits who said it, the quote, the day it was true and when it lapses. A contact can hold many boxes. A national tenant’s team shares one.

REQ-0012ActiveLease
Known by Dana Whitcomb

Hale Freight Lines

Desmond Hale · Principal · desmond@halefreight.example · (410) 555-0147

Asset type
Industrial
Size (SF)
15,000–20,000
Geography
Alder County
Structure
Lease
Clear height (ft)
≥ 24
Docks
≥ 4
Price
Not on file
Timing
Spring 2027
“We need fifteen to twenty thousand feet in Alder County, twenty-four clear, at least four docks. Spring if we can.”
Source
Email
As of
Oct 2, 2026
Last confirmed
Oct 2, 2026
Expires
Jul 2, 2027
Confidence
StatedFresh
A principal’s email holds nine months. Confirming it on a call starts the clock again.
CON-0004Broker
Harbor & Finch Realty

Tess Harrow

tess@harborfinch.example · (410) 555-0142

Requirements · 6

  • Industrial · 18,000–24,000 SF · AlderExpired Nov 2025
  • Industrial · 10,000–15,000 SF · Alder, BrennanExpired Jun 2025
  • Industrial · 20,000–30,000 SF · AlderExpired Nov 2024

3 more, all expired

Out of every match run. Still on file, and the first broker to call on Alder industrial.
REQ-0019Active
Westmarch

Brightbean Coffee

Drive-thru pad · 0.8–1.2 AC · ground lease

Corporate real estate team · three contacts on one box

You can read why every match is a match.

Each listing runs against every live requirement. Gates first, then a score into Strong, Moderate, Weak or Referral. The table shows both sides’ numbers and what each check did, including the ones that said no.

88 Foundry Way × Galloway Tool & Die

Moderate
GateBox then listingResult
FreshnessStated Aug 19 · fresh—Passed
Asset typeIndustrialIndustrialPassed
Size≤ 12,000 SF18,000 SFStretch
GeographyAlder, localAirport Industrial, AlderPassed
StructureLeaseFor leasePassed
RepresentationPrincipalFirm listingPassed
PriceNot on file—Not checked
18,000 SF is exactly 1.5× the 12,000 SF max. Up to 1.5× passes and costs one tier. Over it is out.Price: Pete Galloway’s import put 12,000 in the price column. The engine treats a number that size as unknown and skips the gate.

88 Foundry Way × Draper Mechanical

Excluded
GateBox then listingResult
Asset typeIndustrialIndustrialPassed
GeographyCorwin onlyAirport Industrial, AlderExcluded

Checks stop at the first no.

Felix Draper is a local owner-user. Alder borders Corwin, and for a local principal a neighboring county is still outside. No call, and the digest says why.

How a box ages

Oct 14
  • Hale Freight Lines · principal’s email · Oct 2Fresh
  • Lindqvist Partners · listserv post · May 9Aging
  • Mercer Partners · listserv post · Feb 10Expired
A principal’s email holds nine months. A listserv post holds 183 days. Expired boxes leave the pool and stay on file.

From the inbox to the call list.

Import what you have, let the inbox fill in the rest, and work from the digest on Tuesday and Thursday.

  1. 1

    Bring the book you keep.

    Import your spreadsheet or CRM export as CSV or XLSX. Units are checked on the way in and blanks stay blank.

  2. 2

    Let the inbox fill it in.

    Connect Gmail read-only or forward a message. Claude reads the email, the criteria sheet or the LOI and proposes a record with the quote beside the fields. A broker approves it, edits it or rejects it.

  3. 3

    Work from the digest.

    Twice a week each broker gets the matches worth a call, grouped by listing, with anyone pitched in the last 90 days held back. Alerts cover 1031 identification deadlines, lease notice windows and boxes about to lapse.

Mail · Dana Whitcomb

Up to date

From Desmond Hale · desmond@halefreight.example

To Dana Whitcomb · Oct 2, 2026, 9:14 AM

Re: space near the airport

Dana, good talking just now. We need fifteen to twenty thousand feet in Alder County, twenty-four clear, at least four docks. Spring if we can. Budget is a board question, I’ll come back on that. Send me whatever you have.

Desmond · Hale Freight Lines · (410) 555-0147

Read-only scope. The fact is kept; the message is cited by its id.
CAP-0012AIPending
Waiting on Dana Whitcomb
Contact
Desmond Hale · Hale Freight LinesNew
Asset type
IndustrialStated
Size
15,000–20,000 SFStated
Geography
Alder CountyStated
Structure
LeaseStated
Clear height
≥ 24 ftStated
Docks
≥ 4Stated
Timing
Spring 2027Inferred
Price
Not on file

Source

“We need fifteen to twenty thousand feet in Alder County, twenty-four clear, at least four docks. Spring if we can.” · Oct 2 · desmond@halefreight.example

Alerts

Dana Whitcomb · 3 open
  • 19 days left, identify by Nov 2, 2026

    1031 identification deadline · Nov 2

    Nadia Brooks · Larkspur Holdings · 300 Southgate Blvd matched Strong

  • 14 days left, give notice by Oct 28, 2026

    Lease notice · by Oct 28

    Kettle & Vine Market · 22 Station Plaza, Elling · 3,200 SF · ends May 2, 2027

  • 10 days left, confirm by Oct 24, 2026

    Lapsing box · Oct 24

    Lindell Packaging · 20,000–30,000 SF · Brennan · last confirmed Jan 24

Acted-on alerts leave the digest.

Or forward it

Send any email, flyer or LOI to your firm’s address.

capture+q8r2m7v1x4k9t3n6p0w5@in.crebrain.example

PDF attachments are read too.

Ask the book. Every answer cites a record.

A chat over your firm’s records. Each claim carries the record it came from, and the answer says what was searched and what came back empty. Connect Claude Desktop through MCP and ask from there.

Ask

Kestrel Point Partners · Dana Whitcomb

Who wants industrial over 15,000 SF in Alder?

CRE BrainVerified · 3 citations

Two live requirements. Hale Freight Lines (REQ-0012) wants 15,000–20,000 SF to lease in Alder County, stated by Desmond Hale on Oct 2. Lindell Packaging (REQ-0027) wants 20,000–30,000 SF to buy, but in Brennan only, so Alder is outside its box.

Tess Harrow (CON-0004) carried six industrial boxes of 10,000–30,000 SF in Alder. All expired by Nov 2025 and are out of the pool.

Searched requirements · asset type industrial · size max ≥ 15,000 SF · geography Alder · 2 live · 6 expired · 0 on hold

SourcesREQ-0012REQ-0027CON-0004
Ask about your firm’s records

Access tokens

Settings

Claude DesktopMCP

Dana Whitcomb · issued Oct 9 · last used 2h ago

Read-only, scoped to Kestrel Point Partners’ book.

Rules the engine keeps.

A brokerage’s memory fails in small ways: a copied column, a guessed number, a record someone cleaned up. These rules stop that here.

  1. 1

    The match is arithmetic.

    Gates, scores, tiers and freshness run in tested code. Claude reads email and PDFs and writes the explanation. It never decides who matches.

  2. 2

    A blank stays blank.

    If a buyer never said a price, the price is empty and that gate is skipped. A guessed number would quietly drop them from every match. When Pete Galloway’s import put 12,000 in his price column, the engine treated it as unknown and kept him in.

  3. 3

    Every fact says where it came from.

    Who said it, the quote, the day it was true, when it was last confirmed and when it lapses. Freshness decays from that date, so an old box ranks below a fresh one and still shows up.

  4. 4

    Nothing is deleted.

    Expired and merged records change status and stay on file. Tess Harrow’s six expired boxes are why she is the first broker to call on Alder industrial.

  5. 5

    Your book is only yours.

    Every row carries your firm’s id and the database enforces it on every query. Gmail is connected read-only, and a captured fact cites the message by its id instead of keeping a copy.

  6. 6

    You can leave with all of it.

    An admin exports the whole book as a Markdown vault that opens in Obsidian. While you’re here, Claude can read the book through a read-only MCP token.

Bring the book in. Take it out whenever you like.

Import the spreadsheet or CRM export you keep today. Mail is read with a read-only scope. The whole book exports as a Markdown vault.

Mailboxes

Kestrel Point Partners
  • Dana WhitcombUp to date
  • Marcus ElleryUp to date
  • Priya NandakumarBackfilling
Last sync Oct 14, 9:38 AM · read-only scope.
IMP-0003Committed
kestrel-book-2026.xlsx
Rows
1,201
Requirements
412
Contacts
689
Listings
100
Blank cells
217
Units checked on the way in. Blank cells stayed blank.

Export

Ready

Markdown vault

1,864 notes · built Oct 12, 7:05 PM · 3.1 MB

Opens in Obsidian or any text editor. Built nightly.

What firms ask on the first call.

Who is CRE Brain for?

Boutique commercial real estate brokerages of two to twenty-five brokers that sell and lease on relationships, and lose requirements to inboxes and memory.

Does the AI decide the matches?

No. Matching follows fixed rules that give the same answer every time, and we check them automatically before every release. The AI only reads messy input such as emails and PDFs and writes the explanations, and a broker reviews every record it suggests.

What do we need to start?

An export of the book you keep today, as CSV or XLSX, and optionally each broker’s Gmail. Matches start with the import, and the first digest goes out on the next digest day.

Where does our data live, and who can see it?

In a secure database where every record is tagged to your firm, and the system blocks anyone outside your firm from reaching it. Your brokers see your firm’s book and nothing else, and no other firm can see yours.

Is the AI trained on our data?

No. We never train AI on your records or email, and our AI provider’s terms forbid it too. If a broker connects their own AI assistant, that account’s terms apply.

Can we get our data out?

Yes. An admin can export the whole book as a Markdown vault, which opens in Obsidian, at any time.

What does it cost?

CRE Brain is priced per broker seat. We’re onboarding design-partner firms now: get started and we’ll walk you through it.

Bring the book you already keep.

Import the spreadsheet, connect the inbox, and the first digest goes out on the next digest day.