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AI Consulting & Delivery

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A picture of a table, laptop and notebooks, with people sitting around it and two shaking hands.

AI Consulting & Delivery

We know the properties, portfolios, leases, financial data, operations and technology behind real estate. Whether you’re looking to establish an AI strategy or already have teams building, we're here to help.

From developing a strategy and roadmap to building AI solutions, we provide a full suite of AI services. Your start may be a blank page and a board asking questions. It may be a shortlist of products you're not sure how to assess. It may even be a team that's building things already and needing a way to govern and make it production ready, or a solution you already know you need built.

We’ve delivered all of these, bringing our unique insights into every engagement, having worked with Real Estate systems and data since 2001. 

Common Questions

The questions being asked regularly. If any of them sound like yours, you're in good company.

We know we need an AI strategy. We don't know what a good one looks like.

Is our data in good enough shape for any of this to actually work?

How do we establish something useful early without painting ourselves into a corner?

Every vendor tells us their product has AI in it. How do we tell what's real?

How do we empower teams to build while ensuring there is sufficient governance and safety? 

We've got something live. How do we keep it working, and grow it from here?

We have a list of pain points, but we need help on how to tackle them.

We need to put together a business case for AI but have no idea on how to calculate or communicate an ROI.

There are new AI solutions for almost everything. How do we avoid having 10’s of point solutions to look after and pay for?

How we help

AI Consulting

Working out where to go and how to get there

From strategy all the way through to implementation consulting, we partner with you to assess your current environment, identify the right solution and how - in both process and platform - it would fit with what you already have.

Strategic AI initiatives that last are typically the ones that start with a clear problem and have good data to support them. We spend time with your teams and find the places where AI would add value, helping develop ideas into prioritized use cases.

Part of this is also understanding what you already have and whether it could be leveraged. The systems you have are likely adding AI features, and the new products on the market intrigue. Some products are genuinely good, while others may not have a lot behind them, so we sit on your side of the table, ask the right questions, and surface what we find.

Workshops

Sessions with your teams, to find out where AI and automation would genuinely help.

Use Cases and Prioritisation

Turning ideas into defined use cases, ranked by value, delivery time and risk.

Data Readiness

A look at whether your data supports what you're aiming for, and what may need adjusting first.

AI Tooling Assessments

Evaluating AI platforms and tools against your requirements.

Build, Buy or Extend

Weighing off-the-shelf adoption, aggregated interfaces and custom builds.

Strategy and Roadmap

An AI strategy and clear roadmap tied to your business objectives.

AI Enablement

What your teams build and how they work with AI

Great ideas can come from your own teams. There's a good chance that someone in your business has already built something helpful in a chat window, and you're needing to figure out what happens next.

We facilitate in giving those people a safe place to work, a hand when they get stuck, and a path to production once a full rollout has been decided. We also help to setup the right structures for AI sharing, review and feedback, and provide starter kits, for teams to have a solid and stable starting point from which robust systems can be built.

AI Sandbox

An environment to experiment in, with connectors and guardrails already in place.

Support for Teams Building Their Own Solutions

Co-building, reviews, and shared patterns and components they can reuse.

Prototype to Production

Taking what works and adding the architecture, controls, evaluation, monitoring and support to run it at scale and keep improving it over time.

AI Centre of Excellence

Gathering a group that owns AI in your business: the standards, the review route for new ideas, the reusable patterns, and the people who keep it coherent as more teams start building.

Skills, Governance and Adoption

The processes and controls that enable AI to become embedded in the business without risks escalating with it.

AI Delivery

Building lasting solutions for you

When you know what you need, we partner with you to build end-to-end solutions that are embedded within your existing landscape. This includes integrations, testing, release management and support, and the monitoring and improvement needed to keep them delivering value over time.

AI Chatbots

Answers sourced from what your organisation already knows, instead of hunting across systems for them.

AI Agents

Software that carries out tasks, not just describes them.

AI-Engineered Solutions

Built into your existing workflows and integrated with your core systems, not sitting in silos. From integrations and budgeting solutions to document extraction.

MCP Servers

Make your systems and business capabilities available to AI tools through secure, governed MCP integrations.

Data & Analytics

Data and AI are inseparable. Often, the true value of AI doesn't come from the technology itself, but from the quality of your underlying data. Whether you are preparing for an AI rollout or scaling an existing program, we partner with you to build fit-for-purpose data solutions that meet immediate operational needs while future-proofing your business.

Data Governance AI Trust

From deciding who can see a report, to managing AI answers, data validity and whether an AI answer can be explained.

Data Quality AI Reliability

Bad data used to produce a bad report, AI produces a confident wrong answer, which can be harder to identify.

Master Data AI Context

AI can't excel at reasoning on your specific property or lease data until what they mean to your business has been defined and standardised.

Semantic Models AI Understanding

Key terminology such as NOI, occupancy, rent roll and yield, need to be defined and standardised for AI answers to be what your business expects.

Data Integration AI Action

Every integration you've built between ERP, CRM, valuations and property management is a path an agent can act along.

Analytics Strategy AI Transformation

Data ownership, operating models, adoption programmes. AI solutions need the same elements in place before people use them.

AI in Action

A selection of what we've built for Real Estate owners, operators and investors.

AI Strategy & Roadmap

How to move forward

An AI strategy built around a client's systems, data and ways of working rather than a generic maturity model. A phased plan for embedding AI into the business, including how to assess the AI tools already on the market and the ones in systems already licensed.

Outcome

An AI strategy, a prioritised roadmap the business could act on and a way to assess AI tools.

Document Processing

Extraction, summaries & comparisons

Automated extraction from leases, invoices, offering memorandums and transcripts. Comparisons across leases and certificates of insurance. Summaries, populated templates and ability to search across the data.

Outcome

Manual capture and summarising taken out of the process, answers found faster, integrated into internal systems.

Data Platform

Architecture & Foundations

An enterprise data platform architected around the client's existing systems and reporting needs. Built to carry the traditional analytics workload and the machine learning and AI use cases that are following it.

Outcome

One platform serving self-service reporting, ad-hoc analysis and AI workloads, without a separate stack for each.

Research & Insights

Macro & micro analysis

Machine-learning driven analysis across customer activity, blending both internal and external research.

Outcome

A clearer picture of risks, with insights at both property and portfolio level.

Master Data Management

Delivering data consistency

Delivered a governed approach to defining and standardizing key business terms and applying these consistently to enterprise data.

Outcome

Consistent business understanding & reliable AI context.

Connecting Tools & Data

AI integration

MCP servers that securely connect AI agents to systems and data, providing quick insight and answers from multiple data sources.

Outcome

Solutions work from governed context, for teams to explore and live solutions to be created, rather than a stale snapshot.

Acquisitions Research

An agent for underwriting

Working with teams to develop a proof of concept for an AI-powered Acquisitions Research Agent, designed to support underwriting by automatically gathering and analysing tenant, sector and location-specific market intelligence, combining public news, industry insights and portfolio data to provide acquisition teams with relevant research, competitive signals and market context for deal evaluation.

 

Outcome

Faster, more informed acquisition decisions through automated research summaries and deal insights, helping underwriting teams improve efficiency, strengthen investment reviews and identify higher-quality opportunities.

AI & Automation with Yardi

Marketplace Agents

Agents built on OpenAI and Anthropic models to automate property management and accounting workflows, including invalid invoice detection, prospect recovery, move-out management, GL account utilisation and delinquency reporting. 

Outcome

Project management and accounting processes automated and made available through Virtuoso Marketplace. 

Contract & Invoice Extraction with SharePoint

Automated capture and verification

Using Power Automate’s AI Builder, invoice and contract data was automatically extracted and stored in SharePoint columns for human validation. This streamlines document review, reduces manual entry, and ensures consistency across financial and compliance processes.

Outcome

Manual data capture removed, faster verification achieved, and structured records integrated into SharePoint for downstream workflows.

Task Automation

Alerts & communication

Tracking of critical tenant, lease and maintenance deadlines with next-best-action prompts. Automation that produces on-brand content for various external publications

Outcome

Deadlines tracked proactively, alerts raised automatically, and actions suggested. External material produced at pace, in required formats. 

Ticketing Assistants

Helpdesk Support

Service-desk automation that resolves common issues and manages tickets across voice and text.

Outcome

Agents triaging and resolving tickets, leading to a faster ticket resolution.

Smart AP

AI-powered invoice processing for Yardi clients

Partnered to implement Yardi Smart AP, helping streamline accounts payable operations through automated invoice processing and approval workflows.

Outcome

Materially reduced reliance on manual invoice review activities.

Let’s connect

Collaborate with some of the brightest, most innovative minds in the industry.

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Portrait of CEO Brendan Canny