Research that writes itself in your firm's voice
Your AI employee monitors market feeds continuously, consolidates data across sectors and geographies, synthesises trends into your report format, and drafts investment committee memos with your firm's analytical framework — ready for senior review, not a blank page.
The challenge
Why this workflow is broken today
Information overload is the new normal
Market data comes from dozens of sources — broker reports, economic forecasts, planning applications, news feeds, government data. No analyst can monitor all of them consistently, so insights get missed and reports rely on whatever data was easiest to find.
IC memos are high-stakes, low-efficiency
An investment committee memo is one of the most important documents in a CRE firm — it drives allocation decisions worth millions. Yet it's assembled manually from multiple sources, with analysts spending days on what is largely data aggregation and formatting.
Every firm has its own analytical framework
Standardised off-the-shelf research doesn't match how your firm thinks about markets. Your partners want analysis structured around your own themes, risk factors and opportunity criteria — which means generic AI tools produce output that needs complete reworking.
How your AI employee handles this
From request to resolution
Learn your analytical framework
During onboarding, the AI employee studies your firm's existing research reports, IC memos and market commentaries. It learns your structure, terminology, analytical emphasis and voice — so its output feels like it was written by someone on your team, not a generic AI.
Monitor and curate
The AI employee continuously monitors your data subscriptions, news feeds, economic data sources and broker research. It filters signal from noise, flagging developments that are material to your portfolio or investment thesis. Daily and weekly digests keep your team informed without information overload.
Draft research and memos
When an IC memo is needed, the AI employee gathers all relevant data, structures the analysis using your framework (market context, opportunity assessment, risk factors, financial analysis, recommendation), and produces a draft-quality document. Charts, tables and supporting data are included.
Iterate and refine
Your analyst or portfolio manager reviews the draft, adds their professional judgement, challenges assumptions and refines the narrative. The AI employee incorporates feedback, updates figures and produces the final version. Over time, it learns your preferences and the drafts get closer to final on first pass.
Scenario
How Northgate Investment Management would use this
Organisation
Northgate Investment Management
A UK real estate investment manager with £4.2 billion AUM across office, logistics and mixed-use sectors, with a research team of 4 analysts supporting 12 portfolio managers.
Challenge
Northgate's research team was spending 60% of their time on data gathering and formatting, and only 40% on actual analysis and insight generation. IC memo preparation took an average of 3 days, creating bottlenecks in the investment process and delaying time-sensitive acquisitions.
Approach
The AI employee was trained on 3 years of Northgate's research output and IC memos. It was connected to their data subscriptions (MSCI, CoStar, ONS, BoE) and began producing daily market digests and draft IC memos for new investment opportunities.
Projected results
“The first draft the AI produced was uncanny — it had our structure, our language, our analytical emphasis. My team now spends their time questioning assumptions and adding insight, not copy-pasting data into templates.”
— Head of Research, Northgate Investment Management (representative scenario)
This is a representative scenario based on typical client profiles. Specific results vary by organisation.
Frequently asked questions
Common questions about this workflow
Can it produce research in our specific brand and format?
Yes. During onboarding, we configure the AI employee with your branded templates, style guide and formatting preferences. It produces output that matches your firm's visual identity and writing style — from chart formatting to footnote conventions.
How does it stay current with market data?
The AI employee connects to your existing data subscriptions (CoStar, MSCI, EGi, Macrobond, Bloomberg, etc.) and monitors them continuously. It also ingests broker research, government statistical releases and news feeds. All data is timestamped and sourced, so every figure in a report is traceable.
Can it produce sector-specific research?
Yes. The AI employee can be configured for any CRE sector — offices, logistics, retail, residential, student housing, hotels, healthcare, data centres. It understands sector-specific metrics, drivers and reporting conventions.
Does it just summarise, or can it generate original analysis?
Both. The AI employee can summarise and synthesise data from multiple sources, but it can also generate original analysis — identifying trends, calculating performance metrics, running scenario analyses and formulating views based on your firm's investment criteria. The quality of the analysis improves over time as it learns from your team's feedback.
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