How I’m Turning CRE Tax Logic Into an AI-Generated Brochure That Lives Inside Listings
I’m building an AI-powered Tax Logic system for commercial real estate listings, and the newest piece is a brochure that drops straight into the OM. It shows buyers what cash flow looks like after the IRS gets paid, not just the usual NOI and cap rate.Here’s how the workflow works right now:I pull the listing data and basic pro forma (price, NOI, debt, hold period).An AI agent runs a tax overlay (cost segregation + bonus depreciation + basic entity assumptions).The system auto-generates a broker-safe, 1–2 page brochure/tear sheet that compares “standard pro forma” vs “after-tax cash flow with Tax Logic.”For brokers, it automatically answers the “where’s the money coming from?” question. For owners, it shows how much money can stay in their pocket instead of going to the government—without them needing to speak tax or read the code.I’m now tightening the language and visuals so this brochure can sit inside every CRE listing as a standard “after-tax overlay” insert.Question for the builders here: If you were automating this, what would you add or change in the workflow (agents, checks, or guardrails) to make it more robust and easier for brokers to trust and use?