Case study·CRE advisory

Market and regulatory research pack

From scattered local research — to a cited, reusable healthcare research pack

57%
Local research prep time reductionPer healthcare engagement vs. pre-pilot baseline
“It made external context fast enough to use consistently.”
Research Lead · Healthcare advisory
UK CRE healthcare advisory firm·~120 healthcare property valuations per year·4-week pilot·United Kingdom
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01Pilot envelope
Pilot length4 weeks
First signal72 hours
First ROI28 days
Team alongside4 seats · 2 colleagues

4-week research pilot; approved public sources and the internal precedent library only; the colleague drafted research sections with citations.

02What it owns
Reports toResearch Lead, dotted line to the Director on pack sign-off.
Owns
  • Catchment briefing — ONS demographic context and Land Registry transactions, linked into the engagement section in Word
  • Operator regulatory snapshot — latest CQC inspection rating, report date and key concerns, summarised with sources
  • Comparable transactions log — Land Registry and market feed entries written back to the Salesforce engagement record
  • Reusable location templates — research blocks published to SharePoint and reused across engagements in the same catchment
  • Citation register — every claim in a research pack carries a working source link the reviewer can open
Does not do
  • Valuation conclusions — surfaces evidence only; the valuer forms the opinion of value
  • Operator interviews — drafts question lists; analysts run the calls and capture notes
  • Off-list sources — never used unless the research lead approves the source first
Done looks like

Valuers open an engagement with the local context already cited and reusable. The research lead approves once; the section ships across engagements without rework.

03The team
AI teammates2
HannahPulls demographic, transactional and operator data from approved public sources and drafts the research section with linked citations.
MarcusVerifies every claim resolves to a live source in the precedent library and flags broken or stale references before review.
Human team4
  • DirectorLeadership
  • Research LeadResearch
  • 2 Research analystsResearch
  • 4 ValuersValuation
04Connected stack
SharePointSalesforceWordMicrosoft TeamsCare Quality CommissionOffice for National StatisticsLand RegistryCompanies HouseMarket research feeds
05What it returned
57%Local research prep time reductionPer healthcare engagement vs. pre-pilot baseline
100%Claims with a live citationUp from spot-checked under the manual process
12Reusable location templates publishedCover the most-requested healthcare catchments
  • Day 0
    Co-ordinator sessionApproved public sources, the internal precedent library and the first three answerable research questions agreed in one call.
  • Day 3
    First signalFirst reviewed research section returned to a valuer with CQC and ONS context cited inline.
  • Day 10
    Read-only draftsHannah drafts research sections daily into SharePoint; valuers correct three field-level mappings.
  • Day 18
    Approval-gated writebackComparable transactions log writes back to the Salesforce engagement record after research lead review.
  • Day 24
    Location templates publishedFirst 12 reusable catchment templates published to SharePoint and adopted on two live engagements.
  • Day 28
    ROI reviewResearch lead and director sign off on baseline metrics; pilot extended to a second service line.
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