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Case Studies

One Operating Pattern. Seven Workflows.

Seven examples drawn from Maxwell's prior work at CBRE on enterprise-type licenses. Each one was built around the team's templates, data sources, and production standards - the same operating pattern ARC applies for expert teams today.

EXAMPLE 01Client-FacingRetail ExpansionCBRE · Prior WorkNational Retail Brand

LOI Pipeline Automation - Retail Expansion

Weekly LOI pipeline synthesizing dozens of expansion opportunities into one partner-facing summary. What used to take a half-day of pulling, reading, and formatting now runs in roughly ten minutes.

What used to be a half-day of analyst work runs in roughly ten minutes. The documented operating window had zero reported errors.

WEEKLY · PARTNER-FACING SYNTHESIS
~10 min
Weekly runtime (was a half-day)
0
Reported errors in documented window
Multi-Market
National retail expansion coverage
EXAMPLE 02ResearchCommercial Real EstateCBRE · Prior WorkCRE Research Team

Lease Comp Identification & Entry

Overnight lease comp resolution: the system ingested raw address lists, identified the tenant and suite for each record, and entered resolved comps directly into the research platform without analyst touch time.

1,000 lease comps resolved and 100% entered overnight, compressing months of manual analyst work into hours.

OVERNIGHT BATCH · PLATFORM ENTRY
1,000
Comps resolved in one run
100%
Entered overnight into platform
Months → Hrs
Manual work compressed
EXAMPLE 03Capital MarketsMultifamilyCBRE · Prior WorkMultifamily Capital Markets

Owner Enrichment & Outreach - Multifamily

Capital markets advisor needed to systematically reach private multifamily ownership groups. The pipeline scraped property records and enriched each owner with verified contact data: business email, direct phone, and decision-maker title.

263 enriched owners delivered as an outreach-ready database. The same architecture supports recurring blasts by asset class, vintage, or geography.

RUN-BASED · ENRICHED DATABASE
263
Enriched owners per run
Enriched Database
Drop-in export format
Verified
Email + direct phone + title
EXAMPLE 04SourcingLand BrokerageCBRE · Prior WorkLand Brokerage · So Cal

Land Deal Sourcing - Southern California

Weekday 6 AM sourcing pipeline across San Diego County and Orange County. The system monitored local news, social signals, and public filings for sale, entitlement, and rezone events, then surfaced the property and ownership behind each signal.

Ranked daily brief delivered before market open. Property and ownership resolved for every signal in the brief.

DAILY 6 AM · AUTO-SEND
6 AM
Pre-market send time, daily
2 Counties
San Diego + Orange County
Ranked
Property + ownership resolved
EXAMPLE 05OutreachIndustrialCBRE · Prior WorkIndustrial Tenant Rep

Lease Expirations & Decision-Maker Enrichment

Industrial tenant rep team worked expiring leases as its primary pipeline. The system read each lease record, verified whether the tenant was still in occupancy, and enriched the contact stack with the right decision-maker, including verified business email and direct phone.

Output dropped directly into the broker's outreach queue, with occupancy and decision-maker resolved before any call was made.

LEASE-RECORD DRIVEN · OUTREACH QUEUE
Verified
Occupancy confirmed per record
Decision-Maker
Resolved with business contact
Drop-In
Routed to outreach queue
EXAMPLE 06CoverageOffice LeasingCBRE · Prior WorkOffice Tenant Rep · Downtown

Vacancy Tracking & Comp Recovery - Downtown Office

Office tenant rep team needed to stay current on every recently vacated downtown asset. The pipeline ran biweekly, pulled fresh space removals from the market platform, cross-referenced the proprietary lease comp database to identify missing comps, and emailed a prepped Excel file to the leasing team.

Biweekly Excel sweep delivered to the leasing team on cadence, comps reconciled against the proprietary database.

BIWEEKLY · AUTO-DISTRIBUTED
Biweekly
Sweep cadence, auto-distributed
Auto-Sent
Delivered to the leasing team on cadence
Excel
Prepped file in their template
EXAMPLE 07Capital MarketsData CenterCBRE · Prior WorkData Center Capital Markets

Overnight Lead Matching - Data Center Capital Markets

Data center capital markets advisor needed to turn a large database of names into a broker-ready lead file for investor outreach. The pipeline screened the dataset, matched the right contacts to verified business contact fields, and organized the results into a usable lead list.

More than 500 matched leads returned overnight without any incremental data spend, using existing licensed access.

OVERNIGHT BATCH · BROKER-READY LIST
500+
Matched leads, one overnight run
$0
Incremental data spend
Broker-Ready
Direct into outreach pipeline

Historical examples reflect Maxwell Rady's prior work at CBRE on enterprise-type licenses and demonstrate the operating pattern ARC applies to expert teams today.

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