Team CORE

TEAM CORE

Michigan's Commercial Real Estate Advisors

Document Type: AI Opportunity Assessment
Prepared For: Team CORE Leadership
Date: March 18, 2026

Bringing the "Team" approach to the commercial market  ·  team-core.com

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01 We Heard You

You're running 11 million square feet of commercial real estate with a team of roughly 20 people — and you're doing it at a level that earns CoreNet recognition, Crain's coverage, and CoStar Power Broker status. That kind of output requires exceptional people working exceptionally hard. It also means the manual workload is real: hundreds of leases tracked by hand, investment models rebuilt from scratch on every deal, and one person carrying the full weight of marketing for a 50-client firm.

The good news: you're not starting from zero. SAM is already part of how your team works. You've seen what AI can do in a general sense — what's missing is a version of that power built specifically around your workflows, your document types, and your clients.

Beyond AI's role here isn't to introduce artificial intelligence to Team CORE. It's to accelerate what you've already started — turning the tools you're already reaching for into systems that run the repetitive work for you, so your team can focus on the relationships and decisions that actually require a human.

Your Data Stays Private

You raised an important question about keeping your data secure when using AI. It's the right question. Everything we build together runs on private, secure infrastructure — your data never touches a public model. That's not a premium add-on; it's how we work.

02 Your Challenges
01
Lease Abstraction & Management

Hundreds of leases across 11M+ SF — each with its own rent escalations, TI deadlines, options, insurance requirements, and expiration dates that all need to be tracked manually. A missed notice or overlooked clause isn't a paperwork issue; it's a client liability.

Daily Operations
02
Investment Analysis Reports

Every deal starts with a blank NOI model, a manual cap rate build, and an amortization schedule assembled from scratch. Anomaly detection — unusual rent rolls, unverified income streams — requires a careful human read every time. Comp analysis is time-consuming and rarely lands in the same format twice.

Revenue-Critical
03
Document Production

Lease abstracts, offering memorandums, and letters of intent follow a predictable structure on every deal — yet each one still requires hours of drafting, formatting, and cross-checking. Template consistency breaks down when deal details change mid-process, creating rework loops that eat into billable time.

Daily Operations
04
Client Reporting

Turning raw portfolio data into polished Word, Excel, and PowerPoint deliverables — like the recurring reports produced for clients such as Rehmann — is a production bottleneck every single cycle. The data exists; the hours are lost formatting it into something presentable.

Client-Facing
05
Marketing & Client Engagement

One person manages all marketing for a firm with 50+ corporate clients — new business outreach, drip campaigns, social presence, and brand consistency. The "Team" culture and client-first reputation deserve more consistent touchpoints than a single-person bandwidth allows.

Client-Facing
06
Property Budgeting

Building annual property budgets requires pulling multiple years of P&L data, weighting recent years more heavily, and reconciling actuals against projections — all done manually, from scratch, every cycle. It's structured, predictable work that shouldn't require this much time.

Daily Operations
07
Market & Portfolio Research

Staying current on tenant activity, lease expirations, submarket trends, and competitive transactions across Michigan means pulling from CoStar, internal records, and external sources simultaneously — then synthesizing it all into a coherent picture. There's no streamlined workflow to make that fast or consistent.

Strategic
03 Effort vs. Benefit Matrix
Where to Focus First Sweet Spot: High Benefit · Low Effort
QUICK WINS MAJOR PROJECTS NICE TO HAVE RECONSIDER EFFORT LOW HIGH BENEFIT LOW HIGH 1 3 4 5 2 6 7 Lease Abstraction Investment Analysis Document Production Client Reporting Marketing Campaigns Property Budgeting Market Research
Quick Win items — build first
High value — phase two
Lower priority — later phase
04 Breakdown by Priority
Pain Point Priority Current Pain What AI Does Complexity
01 Lease Abstraction & Management
Top Priority

Hundreds of leases tracked manually with no automated alerts for critical dates, rent steps, or tenant obligations.

Upload a lease PDF → instant structured abstract with key terms, dates, and auto-scheduled expiration reminders at 18/12/6 months.

Moderate
03 Document Production
Quick Win

OMs, LOIs, and lease abstracts follow the same structure every deal yet still require hours of manual drafting and formatting.

Input deal data → AI generates a polished, consistently formatted draft document in minutes, ready for review.

Simple
04 Client Reporting
Quick Win

Recurring deliverables (like Rehmann reports) require manual data pulls, formatting, and layout work every reporting cycle.

Raw data in → polished report out, with consistent formatting, automated narrative summaries, and zero manual layout work.

Simple
05 Marketing & Client Engagement
Quick Win

One person managing all marketing for a 50+ client firm means outreach is inconsistent and campaigns lack the cadence they deserve.

AI drafts drip sequences, client touchpoint emails, and social content from brief prompts — multiplying one person's output severalfold.

Simple
02 Investment Analysis Reports
Major Project

NOI, cap rate, and amortization models are rebuilt from scratch on every deal, with no automated anomaly detection on rent rolls.

Input deal financials → AI generates a fully structured underwriting report with flagged anomalies and comparable transaction context.

Complex
06 Property Budgeting
Later Phase

Annual property budgets are assembled manually from multiple years of P&L data, with recency-weighting applied by hand each cycle.

Upload historical P&L → AI builds a weighted budget with variance analysis and year-over-year commentary, ready in minutes.

Moderate
07 Market & Portfolio Research
Later Phase

Synthesizing tenant activity, lease expirations, and submarket trends across Michigan requires pulling from multiple sources with no unified workflow.

AI agent monitors defined data sources, surfaces relevant activity daily, and delivers structured research briefs on demand.

Complex
05 Recommended Starting Point

Based on what you've shared, these three items sit in the sweet spot of your matrix — high daily impact, fast to build, and immediately visible ROI. They're also the clearest proof points for what a fully deployed AI stack looks like at Team CORE.

01
Lease Abstraction Tool
Why start here

This is your highest-volume daily pain. Every new lease, every renewal, every assignment touches this workflow. A tool that turns a dense lease PDF into a clean structured abstract — with auto-scheduled expiration alerts — immediately reduces risk and frees up hours every week. It's also the most compelling demo for any new client conversation: drop a lease in, watch the output appear.

02
Document Production
Why start here

Low build effort, immediate return. The structure of an OM, LOI, or lease abstract is already established — your team just rebuilds it manually every time. An AI system trained on your document templates can produce a clean, review-ready first draft in minutes, not hours. Fast to build, used constantly, and easy to extend as formats evolve.

03
Client Reporting Automation
Why start here

Recurring deliverables like the Rehmann reports represent a perfect automation target: the structure is fixed, the data is available, and the production work is pure overhead. An automated pipeline that takes raw data and outputs a formatted, branded report eliminates the bottleneck entirely — and immediately frees up your team for higher-value work every single reporting cycle.

These three alone would give your team back hundreds of hours per year — and position you well ahead of the competition.

06 If You'd Like to Move Forward

Here's what happens after today. The process is straightforward — and designed so that both sides have real commitment at every stage.

1
Today
Align on Direction

We agree on which 1–2 agents to build first. You leave today with a clear picture of what's getting built and why.

2
Within 48 Hours
Proposal + Deposit

You receive a scoped proposal with a fixed build price. A 50% deposit kicks off the engagement — locking in your timeline and ours.

3
Build Phase
Build + Review

We build, you review. Regular check-ins ensure the output fits your exact workflow. No surprises — just progress.

4
Delivery
Launch + Retainer

Final 50% on delivery. Monthly retainer begins — covering ongoing support, improvements, and new automations as your needs evolve.

Why we work this way

The deposit isn't just about payment — it's about commitment. When both sides have skin in the game, the project moves. We push to deliver; you stay engaged to receive it. That's how good work gets done.

Team CORE LLC  ·  AI Opportunity Assessment  ·  March 18, 2026

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