I Get It. You Don’t Want Your Employees Using 10 Different AI Tools You’ve Never Heard Of.

I’ve spoken to a lot of different Commercial Real Estate Professionals who work at larger shops. Although they love the use cases I spell out on this newsletter, on my LinkedIn, or in the CRE AI Studio, they can’t just “build a dashboard in Lovable and trust putting sensitive information into it”.

I get it. I really do.

This Newsletter is for you.

As Google released Gemini Enterprise last week, I thought it would be nice to go over the Enterprise AI Tech Stacks from two tech behemoths that we already know and love (and trust):

Google and Microsoft.

Let me show you what's actually in each box and how CRE firms are using these tools right now.

The Google Enterprise AI Toolkit

If your firm uses Google Workspace, here's what you get access to with Gemini Enterprise:

1. Gemini in Core Apps (Gmail, Docs, Sheets, Slides, Drive)

This is AI embedded directly where you're already working. A side panel appears in each app giving you instant access to Gemini's capabilities without switching windows.

Real CRE Example - Portfolio Analysis in Google Sheets: Your asset management team maintains a master spreadsheet with operating metrics for 45 multifamily properties. Occupancy rates, rent per square foot, collections, expense ratios—all in one massive sheet. Your VP of Asset Management opens the sheet and asks Gemini in the side panel: "Which properties have occupancy below 90% and operating expense ratios above the portfolio average?" Gemini instantly highlights 7 properties, creates a pivot table showing the trends, and generates a chart. She asks a follow-up: "For these underperforming properties, show me the correlation between our property management fees and performance." Gemini runs the analysis and reveals that 5 of the 7 properties share the same third-party manager. That insight triggers a management company review that ultimately improves NOI across the portfolio by 8%.

2. NotebookLM Enterprise

This is Google's research and knowledge synthesis tool, designed specifically for working with dense documents and complex information.

Real CRE Example - Due Diligence Document Review: Your firm is acquiring a 1.2 million SF shopping center. The data room contains 847 documents: leases, site plans, environmental reports, property condition assessments, title documents, survey materials, and historical financial statements. Your due diligence team creates a NotebookLM notebook and uploads the critical 50 documents they've identified. Throughout the due diligence period, they ask questions like: "Are there any environmental concerns mentioned across these reports?" and "What deferred maintenance items appear in multiple documents?" NotebookLM pulls relevant sections from across all documents, letting your team spot patterns and red flags that might be buried across hundreds of pages. They identify a recurring roof leak issue mentioned in three separate documents that wasn't disclosed in the seller's rep package—giving your team negotiating leverage to reduce the purchase price by $750K.

3. Gemini Enterprise Agent Platform

This is where Google's offering gets powerful for custom workflows. You can build AI agents that perform specific, repeatable tasks for your organization.

Real CRE Example - Deal Screening Agent: Your acquisitions team receives 40-60 deal teasers every week via email. Most don't meet your investment criteria (wrong geography, wrong asset class, too small, or overpriced). Your team builds a custom Gemini agent that: monitors your deals inbox, reads each teaser, compares the deal parameters against your documented investment criteria (markets, property types, size requirements, return hurdles), and categorizes each opportunity as "Priority Review," "Consider," or "Pass." Every Monday morning, your acquisition VP gets a digest with the Priority deals flagged and preliminary analysis already done. Your team focuses their time on the 8-10 legitimate opportunities instead of burning hours reviewing deals that never had a chance.

4. Gemini Live with Screen Sharing

This is Google's conversational AI that can see your screen and respond in real-time.

Real CRE Example - Underwriting Review: You're building a financial model for a ground-up multifamily development in Denver. The model is complex: construction timeline, phased lease-up, debt sizing across construction and perm financing, equity waterfalls with multiple investor tiers. You open Gemini Live on your phone, share your screen showing the Excel model, and talk through it: "I'm seeing an IRR of 16.8% but my equity multiple seems low at 1.9x. Walk me through what might be off here." Gemini analyzes your model in real-time, reviewing your hold period assumptions, exit cap rate, and your rent growth projections. It points out that your rent growth assumption of 2.5% annually is conservative compared to Denver's recent 4.2% average. You adjust the assumption, re-run the model, and your equity multiple improves to 2.2x—making the deal more attractive to your equity partners.

5. Google Vids with AI

Google Vids is Google's video creation tool, now enhanced with AI for business communication.

Real CRE Example - Property Marketing Videos: You're listing a 150,000 SF industrial building for lease. Instead of hiring a production company, your marketing coordinator uses Google Vids. She uploads property photos, drone footage, location maps, and a simple brief: "Create a 90-second property overview video highlighting the building's features, location advantages, and available space." Google Vids generates a professional marketing video with transitions, text overlays, and even a voiceover. She makes a few edits to match your brand style, and within an hour, you have marketing collateral that would have cost $5,000 and taken two weeks from a traditional vendor.

The Microsoft Enterprise AI Toolkit

If your firm uses Microsoft 365, here's what you get with Microsoft 365 Copilot:

1. Copilot in Excel

This is where Microsoft's AI really shines for data-heavy CRE work.

Real CRE Example - Agent Mode for Financial Analysis: Your CFO needs a comprehensive financial analysis of your industrial portfolio's Q3 performance. She opens the Excel file with raw data: monthly income and expenses across 28 properties, 9 months of data. She activates Agent Mode and prompts: "Run a full analysis on this portfolio data. I want to understand property performance trends, identify underperformers, flag any unusual expense patterns, and create visualizations for our board presentation. Use standard financial metrics for industrial properties." Agent Mode goes to work: creates new sheets with performance metrics, builds pivot tables comparing properties, generates charts showing NOI trends, calculates year-over-year growth by property, and identifies that three properties show abnormal maintenance expenses. The complete analysis—formatted and ready for the board—is done in 8 minutes. The same analysis used to take your FP&A analyst two full days.

2. Copilot in Word

Professional document creation powered by AI.

Real CRE Example - Investment Memorandum Creation: Your team is taking a retail center acquisition to your investment committee. You need a comprehensive investment memo. Open Word and prompt Copilot: "Create an investment committee memo for the Park Plaza Shopping Center acquisition. Include sections for executive summary, property overview, market analysis, financial projections, risk factors, and recommendation. Use formal business tone." Copilot generates a structured 8-page document with all the right sections and headers. Your acquisition associate fills in the specific numbers and details, but the document structure and transitional language are already done. A task that normally takes 4-5 hours is completed in 90 minutes.

3. Copilot in Outlook

Email management and communication powered by AI.

Real CRE Example - Inbox Triage: You return from a two-week vacation to 847 unread emails. Instead of spending your entire Monday catching up, Copilot summarizes your inbox: groups emails by topic (active deals, property management issues, broker outreach, internal updates), identifies urgent items requiring immediate response, and summarizes long email threads so you understand context without reading every message. Within 30 minutes, you've triaged everything and know exactly which 23 emails actually require your personal attention.

4. Copilot in PowerPoint

Presentation creation that actually looks good.

Real CRE Example - Quarterly Board Presentation: Your board meeting is in three days and you need to present Q3 performance across your entire portfolio. Start with Copilot in PowerPoint: "Create a quarterly board presentation with slides for: portfolio overview, acquisition activity, disposition activity, property performance metrics, leasing update, financial results, and market outlook." Copilot generates a 15-slide deck with professional design, proper headers, and placeholder content. You populate the slides with your actual data, add a few custom charts from Excel, and refine the narrative. What normally takes two full days of design work is done in 4 hours—and it looks better than your team usually produces.

5. Copilot in Teams

Meeting productivity and collaboration.

Real CRE Example - Facilitator Agent in Development Meetings: Your development team has weekly status calls reviewing five active projects. Each meeting involves 8 people and runs 90 minutes. Enable the Facilitator agent in Teams: it automatically generates the meeting agenda based on last week's action items, takes notes during the discussion, identifies decisions made, and assigns follow-up tasks to specific people. At the end of the meeting, everyone receives a summary with their specific action items. No one needs to take notes, nothing falls through the cracks, and your project manager saves 2 hours per week on meeting admin.

6. Copilot Analyst Agent

This is Microsoft's reasoning agent for complex data analysis.

Real CRE Example - Market Entry Analysis: Your firm is considering entering the Phoenix industrial market. You have data on demographics, employment trends, vacancy rates, rent growth, new construction pipeline, competitor portfolios, and your own underwriting standards. Load all this data into Copilot and use the Analyst agent: "Analyze whether Phoenix industrial presents a good market entry opportunity for our fund. Consider supply and demand dynamics, rent growth trajectory, competition, and alignment with our typical deal parameters." The Analyst agent employs advanced reasoning to work through the data, identifies that Phoenix has strong fundamentals but heavy new supply coming online in 2026-2027, and recommends a value-add strategy focused on older buildings in established submarkets rather than competing for new construction. The analysis is comprehensive and data-driven—the kind of work that would normally require your analyst a full week to produce.

7. Copilot Search

Enterprise-wide search that understands context.

Real CRE Example - Finding Deal Documents: You're in a meeting and someone asks about the environmental report for the Dallas warehouse you acquired 18 months ago. Instead of logging into your document management system and navigating folder structures, you open Copilot Search and type: "environmental report Dallas warehouse 2023 acquisition." Copilot searches across SharePoint, Teams, OneDrive, your email, and everywhere else documents live. It finds the Phase I and Phase II environmental reports, understands which ones are for the Dallas deal based on context, and surfaces them in 3 seconds. The meeting continues without delay.

If you use both ecosystems:

Many CRE firms use Gmail for email but Excel for financial analysis. Or they use Google Docs for collaboration but PowerPoint for client presentations. If this is you, Gemini Enterprise has the advantage—it's designed to work across both Google and Microsoft applications. You can build agents that pull data from Excel, analyze documents in Google Drive, and generate reports that work in either ecosystem.

The Real Question:

Where does your team spend most of their time? If the answer is Google apps, get Gemini Enterprise. If the answer is Microsoft apps, get Microsoft 365 Copilot. If the answer is "it's mixed," Gemini Enterprise's cross-platform approach might give you more flexibility.

Start trusting AI by using the brand names you already know and love (or don’t hate).

AI is moving fast. My goal is to help the Real Estate Industry keep up.

Hope you enjoyed this.

Jonathan

Founder, The IndustrAI