Claude Design for CRE: Complete Deck Creation Masterclass

AI for CRE · Intermediate ·🛠️ AI Tools & Apps ·2mo ago

Key Takeaways

Builds a complete deck creation workflow using Claude Design for Commercial Real Estate

Full Transcript

All right, guys. Welcome to the most comprehensive master class on using Claude for commercial real estate decks. All right, today we're going to focus entirely on Claude design, which for those of you that don't know, it came out a few weeks back and it is incredible. Okay? We're going to show you how to set it up. All right? It starts by first setting up your design system and then after that, we're going to showcase a few different examples for you. We're going to create a investor deck. We're going to create an offering memorandum. We'll create a BOV. We'll do as much as we can with the usage that we have available. Heads up, it does go through usage pretty quickly. So, we want to be super strategic here, but we're going to get through as much as we possibly can. We're going to talk about the good, the bad, the ugly, how to set it up, how to get the the most out of it and all of that jazz. All right, so without further ado, I am going to pull up Claude design and like I said, the first thing that you want to do is create your design system. Now, I've already created a couple, okay? I'm going to turn that off for the time being and we're going to set up a new design system. Okay? I challenge you guys. Okay? Take your time with the design system. Okay? Don't just rush through it by any means. This is super, super important. It's a necessary time investment on the front end. Okay? Which will have huge ROI for you on the back end. I promise. All right, so this is what it looks like when you first set up your design system. Company name and blur. I already got my information here. So, I'm just going to copy and paste it. We're going to do this for the AI for CRE Collective, which for those of you guys that don't know, we are with leading AI enablement platform for commercial real estate professionals. All right, we test AI tools, prompts, workflows on real commercial real estate deals so brokers, analysts, investors, developers, and operators can implement them without wasting time or money. Great. Okay, cool. So, we have a really, really comprehensive blurb of the company right there. Now, let's just see what else we could add here. Provide examples of your design systems and products. All right, so let's just upload our logo. Okay, we'll upload our banner as well. Okay, and then let's just see if we could add in a deck that we've done previous. Okay, so if you have an offering memorandum or an investor deck or some sort of example that you could share it with it, this will be a good place to put it. The more information, the better. So, attach whatever you can. All right, and then any other notes, we're going to want to get pretty detailed here as well. And so, I am going to copy and paste what I have here. We got brand positioning. We got voice and tone for any copy. That's that's a really important thing to add there. Okay, what are some words we use? What are some words we don't use? All that good stuff. All right, design principles. Okay, how do we normally design things? Typography fee hierarchy, okay. Content formats we produce regularly, layout preferences by format, what to avoid. This is all great information, guys, which you're going to really want to take the time to actually do. And then final filter here. All right, so now we're going to click continue to generation. So, it says it will take about 5 minutes to generate. It's going to take a little bit longer. All right, so buckle up. It will probably take 15-ish minutes, maybe 20, depending on how much information that you give to it. All right, so what it's going to do is come up with this to-do list here, and it is going to go nuts. All right, you don't need to do anything at this point, okay? It is going to go through this whole to-do list here, which number one is exploring the uploaded asset. So, the the WhatsApp images you could see here are the two logos, and then I sent it an example deck as well, which I guess I could just show you guys real quick. Here is a deck we have put together previously, so we are giving this to Claude for design. It'll reference it. And so, that way when we are creating new decks, it's going to have at least a a better understanding of what we've done in the past. So, we're going to let this run. All right, there's nothing for us to do at this point in time. We'll let it run, and we will come back momentarily, and then I'm going to show you guys how using our design system will then create offering memorandums, how we're going to create investor decks, how we're going to create BOVs, and all that good stuff. So, bear with me. All right, so we are now reviewing the draft design system. Claude is still working, as you could see, but you could start giving feedback on the work so far. So, as you could see, the first thing is missing brand fonts, which I'm not going to get too granular with this. In fact, I'm actually going to skip it, and we're going to go to some other stuff. But, let's start looking at some colors. So, there's a lot of neutral colors which it picked up here, okay? And you could say it looks good, or if you want, you could say it needs work. Um I want you to double-check my website. Let's see if it actually will do this. My website, AI for Siri Collective.com, to ensure we we're getting all the right colors. Cool. We'll hit submit. And now, so here's the other colors which I thought we were missing, but it looks like it did pick them up. So, these look good. Those look fine. Here are some headers and fonts, etc. That looks good. For the body and editorial, that looks good as well. Stat numbers looks good. Spacing. All good. So, you're going to want to rip through this, not rip through it, but you're going to want to take your time to just make sure that all of this matches your style, your branding, and all that. So, okay, that looks fine. Buttons match what I have on my website. That looks good. That looks good. Okay, badges and pills, that looks good. I'm okay with that. Very good. I like the table. Form fields, yep. Here and pricing cards, perfect. Okay. Okay. Bar chart, okay. Okay. Yep, there's our logos. Very good. Nice. Very nice. All right. So, we just went through everything and gave it feedback. As you saw, I clicked looks good for a majority of it. If you want to make any sort of tweaks, I encourage you to do so. That would be really helpful. So, now we got everything dialed in and you could see here use this system. We're going to click new design, okay? And so, we have our design system, and you can rename it. I have a couple of other ones, but what we're going to do first is we're going to create an investor deck. All right, so what I'm going to do is I'm going to select slide deck right here, and I'm going to call it Let me just find the name of the deal. Want to make sure we match up. The Meridian at Highline. We're going to call it The Meridian at Highline. And the design system, if you have multiple, you could select down there, but we're just going to use that one we created. Let's hit create, okay? And so, now it's going to take us to this interface, which looks a lot like Claude. So, you communicate with it very similarly. Now, what I'm going to do is I am We're creating an investor deck, okay? So, I am going to drag and drop a handful of documents. Mostly, the rent roll, operating statement, debt summary, we got an investment summary, market comps, we got capital history, and then we got the budget. I'm going to drag and drop all of these. I'm hoping you could drag and drop Excel. Let's see. You very well can. Love to see it. So, we're going to drag and drop all these files. Let's just make sure they're all populating. Yep, they certainly are. Very good. Very good. I'm going to do three at a time now. And the last one is the budget. Cool. And let's just make sure that's all loaded up in there. Cool. So, now we have uploaded a ton of documents, all right? Um there's a lot more that we could add. I don't have an underwriting model for this particular deal. So, that would obviously be super helpful. But, in this case, we will have Claude kind of do some of the underwriting for us. So, now let's just be very specific on what exactly we are asking for here. Let's assume we're a a general partner. We are looking at this deal. We're raising equity, and we want to put together a deck for our investors. All right? So, I am going to put together a prompt, all right? And let's use Claude, not Claude design, but Claude to actually create that prompt, all right? So, we're going to do this together real quick. So, we got Claude chat here in the desktop, and I'm going to drag and drop all of those same documents. And I'm going to say, "We're using Claude.ai/design to create an investor deck for this deal that we're in escrow on. Please help me put together instructions for Claude design to create this professional investor deck. We already set up a design system. So, we're just brain dumping our thoughts here, okay? And then we're just going to get a prompt. It's called meta prompting. We already set up a design system with our logo and branding and everything. Now, give me the prompt to give Claude design. So, let's get that prompt and then we're going to go back to Claude design and we'll give it these very specific instructions. All right, so we got our prompt from Claude here and what we're going to do next is just copy and paste that, all right? And it got really, really specific. So, but that's okay. So, let's copy and paste that. Well, it looks like it added it right there. Read the pasted text first and then proceed. Let's see if that's going to work properly. Because it's such a long prompt, it's showing up as pasted here. So, let's just let's just We gave it instructions to read the pasted text first, so let's see if it's smart enough here. Looks like it might be. So, now what happens is that it should ask us a bunch of questions, okay? Clarifying questions. Beautiful, okay? And if it doesn't, that means we gave it very, very specific and comprehensive information, which is great. You get out what you put in, right? So, the more specific you are, the better output you're going to have, all right? Because what happens is if you don't give it all the context, if you don't give it all the specifics, then the the AI is just going to go out and look online and make all these assumptions about certain things, okay? And we don't want a lot of assumptions. Assumptions cause hallucinations. So, just be mindful of that. Now, it's going ahead and building this, which that's great. So, we'll come back and check on it just momentarily. This shouldn't take long at all, maybe just a handful of minutes here. I'm surprised that it didn't ask me any sort of questions, but it may very well do that. So, we'll circle back in just a sec. All right, so first draft of our deck is done, guys. It is done. So, let's take a look at what it created. All right, let's do new tab. Oops, can't reach Claude. That's always fun. Let's see, full screen? Yeah. Okay, cool. So, here we go. So, we got full screen. So, this is the deck that we created. As you can see on the right, this is a location for any sort of property photo, but the Meridian at Highline using our colors, following our language. It's a 14-slide deck. So, here's the executive summary. We have the asset, financial snapshot, investment thesis thesis, excuse me. The address on the top right. Here's the investment highlights. It looks like it did a really, really good job with formatting right out the gate. But, I don't see any like initial issues right off the bat. Here is the property overview. Again, a placeholder for the photo. All right, some other placeholders here confirming acreage, etc. Unit mix and rent stack. Wow, this is really clean. Okay. T12 operating performance. Very good. Income and operating expenses, performance notes. Wonderful. NOI trajectory. Look at this little graph that it created for us here. Value add executed. Beautiful. Again, little timeline graph there. Love to see it. Capital stack and assumable debt. These are really clean slides. Here's sales comparables. Here's the first formatting issue. Uh so, we got the slot. Yeah, so it's again, it's it's not going to be perfect right out the gate. So, you're going to want to make some updates to it. And I'll show you how I typically like to do it. Another little image placeholder here. Clean slide though. Denver submarket fundamentals. Here's the business plan over the next 24 months, return projections with the different scenarios. That's beautiful, well thought out, and then next steps and contact. All right here. So, very nice. Now, before we head into another deck, what I just want to show you, so it's not perfect, okay? What I like to do is I like to export this as a PDF, all right? So, we're going to generate a PDF version of this deck, and I'm I'm just going to show you guys in the event you do want to make some edits and stuff. You got Claude for PowerPoint, all right? So, we got our PowerPoint right here. Excellent, okay? And then what you're going to do is you could use Claude for PowerPoint right here, and then make a lot of the changes or any sort of changes you'd like to make, okay? So, that formatting slide, which was let's just find that slide with the quick error. So, right here. So, I might say, "The text on the bottom left and right is cut off. Let's fix the formatting." Now, this is a really bad example because this is something I can easily fix by just moving that like that, okay? And that brings up an interesting point with AI, guys. You have to have measurable KPIs for when you're using AI because everyone tries to AI everything, and that is oftentimes a huge mistake, okay? Sometimes it is quicker to just do it yourself. Good old human magic, okay? So, if you don't define what success looks like when using AI, I think there's going to be a lot of false productivity that's created, okay? So, for something like that, it would have been way easier to just do manually, but as you could see, I mean, we did fix it with Claude and PowerPoint. I prefer to use Claude in PowerPoint when making edits versus Claude in design, just because it's um it burns a lot more usage in Claude for design, okay? It's It's a different kind of usage system, okay? So, if we go to Claude, for example, you could see here that we have used 18% of Claude design, and normal Claude will um use these different metrics here. So, it's using a different system. So, we've already done 18%. By the way, just to keep you guys updated. To set up the design system and then create that deck, we have used 18% of our usage, and that is over a weekly basis. So, just be mindful. All right. So, now what I want to do, guys, is I want to do another design for us here. And what What I actually just wanted to show you, my bad, real quick is we could turn that investor deck into a template, okay? So, what do I need? So, if we go to share here, you could duplicate this as a template. All right. And what that allows you to do is instead of starting from scratch, or if you have a very specific template that you like to use, okay? It's already right there for you. So, let's just call this Meridian 2, okay? Let's assume we have another deal. Short description, investor decks. We're going to want to write more than just that, okay? Uh published, cool. All right. So, now we have We have our temp, all right? So, the Meridian at Highline here is the template here, okay? So, now if we wanted to use that same exact deck style for the next investor deck, we could do so, all right? And what you'll do is paste the new deal information there, give it a new prompt, and then it's going to use that exact template to create the um the deck. All right. So, really, really powerful use case there. AI traditionally wasn't great with using templates, whether it was Manice, whether it was Claude, okay? If you had a template, a good-looking one, for that matter. Bad decks, it was it was decent, but a very good deck, okay? Whether it's an offering memorandum, an investor deck, a BOV, a lender presentation, whatever it might be, okay? The challenge the challenge was that it was very hard to replicate that specific template. Now, with Claude for design, guys, Claude for design allows you, okay, to replicate to replicate these templates. All right, so something to think about. All right. And now, I just showed you how to create that template. So, in the event I wanted to create a new deal, you know, the Meridian 2, for example, uh here's the prompt, blah blah blah. It's going to use that deck as a template just with updated information. So, really, really powerful. All right. And you can see that template stored there. All right. So, as you can see, I've saved a number of different templates here. Okay. And then, yeah, so here's how if you want to start a new design from a template, you could do so here. And so, that uh design would be Meridian 2. And then, we want to use that system, project name, blah blah blah, create from template. Great. Okay. So, let's let's create a BOV. All right, we're valuing this deal, and we want to submit to ownership the broker opinion of value. All right, so let's do BOV example. We're going to use that design system. Let's hit create. Let's just refresh. Sometimes, Claude doesn't really love us. It's okay. Let's do BOV. All right. Sometimes, it just takes a little refresh, guys. Or not. All right. Took another refresh. So, now we're going to create a BOV. All right, and let's first create a prompt. All right. We created a prompt for the last one. We're going to do a new one. All right, we're using claude.ai/design. And guys, meta prompting genius, okay? You brain dump your thoughts, you ask Claude the AI to give you the prompt, and then you use that prompt for the AI. Couldn't find the words there. Sorry. So, we're just going to brain dump. It doesn't matter if it's a different language, or it doesn't make sense, just use our thoughts. All right, so we're using Claude.ai um /design to create a BOV. Broker opinion of value. All right. I want to put together a slide deck. And I'm going to keep this prompt pretty general because I do want to show you guys how Claude design asks us questions. All right, so we're using Claude.ai /design to create a BOV, broker opinion of value. I want to put together a slide deck to present our valuation to the owner. All right. Give me a prompt based on the attached deal files. And now let's drag and drop all of our deal files. Good. So, let's let it work for just a second. We'll get that prompt and then we'll go back to Claude design and get started on creating this broker opinion of value. All right, so we got our prompt from Claude. Let's copy and paste that. Let's bring it back over to Claude design. All right, and just to showcase what it is, you are a senior multifamily investment sales broker at a top-tier brokerage. You build BOV decks that win listings. Your work is direct, numbers-forward, and visually executive-grade. No fluff, no stock photos, no clip art. Here's the context, blah blah blah, blah blah blah, blah blah blah, blah blah blah. Okay, a lot of information there. All right, we priced it 55.6 million, so it seems. Now, you would obviously have your own valuation here. Okay, read pasted text first. And now let's drag and drop all of our files. Uploading seven files, and we got them all uploaded. Wonderful. Little issue there. Hang on, let's just reload. Of course, Claude likes to misbehave when I'm creating videos, but we just refresh it again, and we are cranking again. So, it's reading all the files here, and I'm hoping in this example that it asks us questions. All right. So, we got our to-do list here. It's cranking. Had a few of these HTTP issues, which There it is again. You know, I'm not sure if that's just a today thing or if the system is overwhelmed or what the dealio is. But, we've had to refresh a handful of times here, and I'm a open book, and we want to show you guys all the good, the bad, and the ugly. All right, but it is going. It's just kind of stop and go, stop and go, which, you know, if you're going to use tools like this, it's just something to be mindful of. But, it is moving forward, as you could see here. With just a little bit of love, we're pushing it along here. But, yeah, again, we're creating a BOV. Looks like it's putting together 16-slide deck which may or may not be a bit over chilled for a BOV. Depends on the size of deals, the types of clients that you guys work with, but we're showcasing to you what that will look like through Claude design here. So, we're going to let it crank and come back shortly just to check in. All right, guys, deck is done. BOV deck is done. And what it's doing, as you can see on the bottom left here, is it's actually going through and just verifying all the slides here itself, which is pretty cool. This is a really, really clean deck. Let's pull it up for you guys. So, we got a BOV here. 16 slides. All right, slide number one. Beautiful. Okay. Slide two. Beautiful. Would you agree? I think so. Beautiful. A clean stabilized B+ asset position to clear at 55.6 mil. It's a really good Excuse me. Really good slide here. Garden style, 8 years old, four buildings, one stabilized story. 34K a month of lost to lease sits on the rent roll today. Underwriting clears 3 million in 2026 and the trajectory is durable. Beautiful. 2.09 million invested, 1.47 million of runway still on the table for the buyer. Beautiful. Supply pressure is real, absorption is catching it, okay? Nice graphs there. So far the formatting's pretty fantastic. Right here, that's okay. Uh 6 Denver trades 210K to 260K per unit. Well done, nice graphs. Guys, this is like institutional caliber stuff. Would you agree? I think so. Look at this. Wow. I'm really impressed with this deck. There's a Yeah, a little bit of formatting issues on this slide, guys, okay? So what I would do is I would download this as a PowerPoint and then um make those edits. DPI doubles on a Q3 sale. IRR clears 18%. Wow. The case to sell now isn't just the price, it's the optionality. Recommended sell Q3 of 2026. Alternative, refi and hold. Wow. Okay, nice slide there. An institutional process, run tight, okay? The Denver multifamily team that closes nine of every 10 listed. Wow, you love it. Quinn Edwards, Jay Keller. The team. List in June, close in September. Beautiful deck, guys. Beautiful. All right, so now what we're going to do is we're going to save this as a template. And I'm going to create a new deal. And what I'm hoping is that it uses that exact template and we're just going to have all the numbers and everything get updated. So let's do a new deal here. 559 cents. All right, multifamily asset. Beautiful. And let's go ahead and proceed. So we're going to use our template and now I'm going to drag and drop all of our deal files. All right, whatever we got here. I'm just looking at a a folder on my other monitor here, guys, if you're wondering where my eyes are going. Let's see. No, that's okay. We got ADU plans. I wonder if we could drag that file. That's a big file. So, let's see if it actually gets uploaded. And then miscellaneous, we got some photos here. Let's drag and drop a few of those. Very good. And then, okay. Good. So, we got some photos that go with that. So, let's create a BOV deck using the attached pictures and deal documents. Underwrite the deal for us and let's create a deck using our exact BOV template. Moment of truth, guys. We're going to see if this works. Well, I'm hoping it does. I know it will. Foreshadowing. I know it will. While that's working, guys, the AI for CRE Collective, we're the leading AI enablement platform for commercial real estate professionals. We focus on practical use cases using AI in commercial real estate. As you can see here, really, really practical stuff. You see a lot of content that's out there, none specific to commercial real estate. We are the largest of its kind. We focus entirely on commercial real estate, whether you're a broker, investor, owner, developer, property manager, asset manager, the AI for CRE Collective is the best room to be in if you want to see what's possible with AI, how to think about it, how to do it all correctly, what to avoid, what not to avoid, what works and what doesn't. We test all the different tools. We do all that hard work for you guys. So, something to think about. Check us out ai4crecollective.com. We're still working here. Claude for design. I'm a big fan of Claude. Its capabilities are endless. It is so, so powerful. So, um stay tuned. We're going to keep working at this here. We got our to-do list, guys, and it's going to rock. So, let's see what it comes up with. We will check momentarily. Don't want to jinx anything, either, but those issues we were running into earlier with HTTP and errors no longer to be no longer be the case here. All right, so we're going to keep an eye on it. Not sure what was going on. Maybe it was an internet funky thing or maybe the demand load was just too much for Claude. I'm not sure, but again, I'm here to show you the good, the bad, and the ugly. So, we're getting through it. Showing you guys claude.ai/design and its capabilities for commercial real estate. All right. So, wrapped up our deck here and I'll start by saying wow, this is not the template that I thought we were going to use. Not to say it's not good and perhaps we could have been more specific on our instructions. So, but this is the BOV that it created and as you can There's definitely some formatting issues here. We added some pictures though and it added that in there. Here's a little map of like where it is in comparison to the Pacific Ocean, so that's pretty cool. Definitely some formatting issues here, which again, you should download as a PowerPoint and make those edits within PowerPoint versus here. It is clean, but it didn't follow the instructions. I'm just wondering if I wasn't exactly clear. But that's okay. We got our deck again. Beautiful little BOV. Not exactly what we wanted. Okay, but let's let's do a couple things. Number one, okay, is I am I'm going to use that template. Okay, I'm going to use that template and I'm going to try that again with more specific instructions just to see if maybe I did something wrong. While that's working, we're going to show you guys real quick how to build a website as well, okay? Um, so we're going to do two things at one time. Let's just make sure that we have enough usage. We certainly do. Very good. So, let's get cracking here. Number one, all right. So, I I going to drag and drop our files here again. All right, profit and loss, okay. Rent roll, okay. Our ADU plans, okay. And then, let's just add a I want to create a DOV. And I'm wondering if actually the photos affected the design here. So, let's just actually delete those. I want to create a BOV using our exact template, okay? This is a new deal with new numbers. It's important that we use the exact template in this case. We'll need to do some underwriting as well. And I'm actually going to say, ask me questions if you don't understand. So, let's do that. I'm hoping that it asked me questions. Okay. So, it's reading all those files, good. I think we just weren't specific enough. Here's the questions I've been trying to get for you guys. Look at all these detailed and thoughtful questions from Claude. Wow, my god, there's so many questions. This is incredible, isn't it? Look at all these questions. Good. So, this is actually good, okay? I'm excited about this. Although, I'm going to fly through these, I don't want you guys to. So, deal basics, property name. Let's just call it sunset. Prepared for client. Recommended pricing, let's just say 4 million. NOI from the attached P&L and rent roll. Cool. Use rent roll for the unit mix, right? Read the plans and let's come up with a value add strategy. Good. Debt and prepay, um I'm going to say, you decide. We're going to want to I'm ripping through these, but you guys should actually answer them thoroughly. You decide. All right, use placeholders. Use placeholders. Submarket fundamentals. You decide. You decide. You decide and then keep the template's voice. Decide for me. Should I extract from the attached PDFs? Yes. Continue. Very good. Okay, now I'm hopeful that we recreate that exact template. Awesome. And so now while that's working, let's go ahead and create a website. We're going to use that design system. All right, and now let's go back to handy dandy Claude and we're just going to say something like we want to build a brokerage website using claude.ai/design. Let's keep it very professional and clean using our exact design system in Claude design. Okay? Help me put together a prompt for Claude design to build a brokerage website. One that follows or one that focuses on industrial assets in Southern California. All right, let's just hit send there and see what comes with it. I'm feeling pretty confident now about the template. All right, let's get our prompt. Okay, cool. So we got our prompt here. Very good. Okay, let's copy this prompt. Let's go back and let's hit see pasted text. Cool. All right, so let's see if it's going to ask us some questions here for building the website. Nice. All right, it's going to build this as a multi-page react site. Beautiful. Really hoping we we get that template down. I've done it before, so I think I just wasn't clear or perhaps just the information we gave it wasn't right. But here we go. Again, the good, the bad, and the ugly guys, okay? Any issues you're going to see, any success you're going to see, we are going to give it to you straight, no BS. You could also start by sketching design, which is pretty cool. Haven't done it myself, but that is something you can do. Let's let it work here. We'll come back shortly. Guys, we figured it out. Okay, now we got our template. We got our template dialed in. Not perfect formatting, but that's okay. We got the template dialed in. All right, so we just had to be more specific, which that's okay. But here's our BOV template, same one as last time. Looks like it's one page less, but it's the same exact design. We're going to need to definitely, we will definitely need to download to PowerPoint and make some updates and changes to here. But that is okay because we got the template dialed in. That was a big one. So, anyways, I'm happy about that. All right, so Claude for design using templates is possible. It's not perfect, as you can see, but absolutely a time-saver, absolutely realistic. So, that's beautiful. Good. All right, let's check in on our website here. We are not done with the website yet, but incredibly powerful use case creating a website. I did it for my own, and it's getting really, really good. So, you know, if you don't want to use a website designer, if you want to kind of brain dump your thoughts on just the overall design before you give it to a website designer, there's a bunch of different use cases here, bunch of different ways to go about this. So, you'll see momentarily. I'm I'm hopeful that, you know, builds the website, uses our kind of brand design and guidelines, etc., which it should. And I'm hopeful that it knocks my socks off, too. So, we'll check in on that shortly. On the deck, though, super fired up. And then let me just show you. So, if we export it to a PowerPoint, okay, there's definitely some formatting that we got to get cleaned up here. But what I might say and do is the following. So, let's see. So, we got some formatting issues here. Not a ton, but let's just let's say to Claude, there are a handful of formatting issues and text that is cut off, please go through the full deck, look for these, and let's get our slides formatted perfectly, okay? So, Claude in PowerPoint, beautiful. We'll let it work. Website, nothing yet, but it's working on each of the different pages. So, this is a big project and it's going to take a little bit of time. Let's see if we have All right, so we're at 54% for usage, guys, okay? So, we set up our design system, we set up the investor day, we did the BOV, saved it as a template, did one version of the BOV, couldn't get it exactly right, did another version of the BOV, got the template dialed in, and now we're doing a website, so we're at 54% just to give you guys an idea of how the usage works here. Cool. So, we can close out of that. Good. And in PowerPoint, let's just see. So, it's going through the different slides here, wonderful. Let's just see. Let me also So, this is slide two. I wonder if it skipped over this. So, critical issues. Slide two is not identified, so we'll maybe do it manually. So, let's see. It says slide nine. Yep, slide nine was critical issue. And so, it's going to come up with these steps, guys, and it looks like it's starting with slide 11. I don't really see many issues with slide 11. What are we missing here? Needs to be much shorter. All right, we'll let it work. That's fine. Here's all the code for the homepage. I think it's going to take some time to build this website, no doubt. I really do. It's pretty comprehensive, so we'll let it work. Whoops, that was slide 10 we were looking at. All right, slide 11. Okay, clean. Looks like it's fixing it. That is good. What slide is it on now? Okay. It should It should start fixing all that, so that's good. And let's see if we can see a sample of our website. Okay. Okay. Look at this. We got a sample of our website here. All right, so here's the homepage. Not sure what's going on here. Let's let it finish. Market intelligence team. Little avatars there. About page. Very good. And now what's great is look, you can click on any of these and edit, too. I didn't show you guys that. Okay, so you can do that. You could edit this directly, all right? You can also make comments. You can do tweaks as well, or you can draw certain things, all right? So let's It looks like it's just wrapped up here. So let's pull this up on our new page, Newten. Let's take a look at our website. Home of the truth. All right, so here is our website. I guess we got to put a picture there. All right. Yeah, I mean it look This looks pretty clean. Southern California industrial real estate institutionally under it. Cool. New active listings, that button all works. Speak with a principal, that all works. Wow, that That was a good first pass, not going to lie. 18 years of underwriting discipline, three offices, one asset class, 3.8 billion. Okay. Three buildings on the market right now. These are massive assets. Gee, how are you? Six submarkets, one team, little image here. Look at that. So you click these and all that gets updated. Wow, that's pretty cool. Here's a bunch of research, what the market is doing and why. So we definitely got to put in some pictures here. Considering a sale lease or capital event 2026, nice little footer there, guys. We got listings. Look at this. Boom. All that updates. Distribution, flex R&D. Wow, so all that works, okay, good. Services. We do tenant rep, landlord rep, investment sales, capital markets, and strategic consulting. Market intelligence. Look at this. This is super clean. Graphs here. Guys, this was one prompt that we gave it. Brilliant. And then here's the team with emails. Very nice. And then the about section as well. Founded 2008. What we believe and what we don't, by the numbers, then in detail. Very cool. And then the contact button, of course, works as well. Cool. Guys, wow, impressive. If you want to make edits, super easy to do so. But hey, we did quite a bit here. Just to summarize, we set up our design system. Then we created an investor deck. Then we created a BOV, broker opinion value. We saved that as a template. We took one crack at it. We missed. Took a second crack at it. We got it. For a new deal. All right? Then we just created this website here. The possibilities for Claude design are endless. They really are and it's super easy and powerful to use as you just saw here. In less than an hour we did so much. And this is just a taste of what we got inside the AI for CRE Collective, the leading AI enablement platform for commercial real estate professionals. We're here to reduce confusion, show you guys the ropes, show you exactly how to do this stuff. Less thinking from you, more doing. Let us do all the hard work for you guys. Hope to see you in the Collective. Hope that you thought um this was helpful. Happy to answer any sort of questions, but join the community. 90% of your questions I'm sure have answers. So, uh we'll see you guys in the next one.

Original Description

Join the leading AI enablement platform for Commercial Real Estate Professionals: https://www.skool.com/ai-for-cre-collective/about Claude Design just dropped and it's the most powerful tool I've tested for building CRE decks. In this masterclass, I walk through the entire workflow A-Z on Commercial Real Estate deal. We set up a design system from scratch, build a full investor deck, turn it into a reusable template, generate a 16-slide BOV, and finish by building a complete brokerage website. All in under an hour. You'll see the good, the bad, and the ugly. The formatting wins, the misses, the meta prompting trick that makes outputs 10x better, and the moment we figured out how to lock in templates so every future deck matches your exact style. If you've ever spent days building an investor deck or paid thousands for a brokerage website, this changes the math. WHAT YOU'LL LEARN How to set up a Claude Design system that matches your brand The meta prompting workflow that gets you institutional-grade decks on the first pass How to save any deck as a reusable template Building a full BOV from a rent roll, T-12, and debt summary Generating a multi-page brokerage website from one prompt When to use Claude Design vs. Claude for PowerPoint (huge usage difference) Real talk on usage limits and how to be strategic with them CHAPTERS: 00:00 Intro 01:00 Setting up your design system (do not skip this) 04:30 Reviewing and refining the design system 06:50 Building an investor deck for The Meridian at Highline 08:45 The meta prompting workflow 11:45 First look at the investor deck 13:45 Editing in Claude for PowerPoint 15:50 Saving decks as reusable templates 18:10 Building a 16-slide BOV 22:25 BOV walkthrough (this one is institutional caliber) 24:20 Trying the template on a new deal 28:10 Building a brokerage website from one prompt 32:45 Locking in the BOV template the second time 35:00 Walking through the finished brokerage website 38:20 Recap and final thoughts RES
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Chapters (15)

Intro
1:00 Setting up your design system (do not skip this)
4:30 Reviewing and refining the design system
6:50 Building an investor deck for The Meridian at Highline
8:45 The meta prompting workflow
11:45 First look at the investor deck
13:45 Editing in Claude for PowerPoint
15:50 Saving decks as reusable templates
18:10 Building a 16-slide BOV
22:25 BOV walkthrough (this one is institutional caliber)
24:20 Trying the template on a new deal
28:10 Building a brokerage website from one prompt
32:45 Locking in the BOV template the second time
35:00 Walking through the finished brokerage website
38:20 Recap and final thoughts
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