Case Studies
How CBRE South Bay Scales Fast-Paced Deal Flow with Henry
CBRE South Bay operates in one of the most dynamic and fast-moving commercial real estate markets in Los Angeles. Patrick King, associate at CBRE, observed his team’s pace often outstripping the bandwidth of traditional marketing support systems.
How Compass Commercial Scales with Henry
Erich Bubbel is a commercial real estate broker based in Washington, specializing in multifamily investment sales at Compass Commercial. Operating in a high-volume, fast-paced market, Bubbel’s business is driven by a single overarching goal: sales volume.
Criterion Drives Speed and Efficiency with Henry.ai
Criterion is a Tulsa-based real estate syndication firm specializing in retail shopping-center investments. With a lean team of eight employees and ten to twelve active shopping centers in its pipeline each year, the firm pursues opportunistic acquisitions
Cooper Horowitz Takes Document Generation from 18hrs to 15mins
Cooper Horowitz is a third-generation, family-owned commercial real estate advisory firm founded by Barry Horowitz in 1964. Today, the business is run by the second generation, Jeffrey, David, Robert, and Richard Horwitz alongside the third.
Presidium uses Henry.ai to create investor-ready materials overnight
Presidium is a leading multifamily owner and developer with a geographic footprint stretching from Texas to Florida. As Associate Director, Jack Bossung is responsible for sourcing acquisition opportunities and raising capital.
Case Study: How Colliers Accelerates Deal Velocity
Colliers is a global real estate services firm with 12,300 professionals operating in nearly every country and state. The firm is known for empowering its brokers with entrepreneurial freedom, while providing strong back-office support.
Case Study: Montgomery IG drives more deals with Henry.ai
Montgomery Intermediary Group is a boutique real estate brokerage focused on senior housing and long-term care assets. Since 2020, it has built a strong position in a specialized market—now ranking among the top ten firms in its niche nationwide.
Case Study: Graystone Capital Advisors Scales their High-Touch Services
Graystone Capital Advisors is a fully remote commercial real estate brokerage built to offer a more strategic, client-focused alternative to the traditional model. “My team handles all the systems and processes for our brokers,” said Kevin Fitzpatrick.
Case Study: Nara Advisors turns hours of work into minutes
Nara Advisors is a multifamily investment sales firm led by CEO Jason Lee. With four offices and 35 employees, they operate in a fast-paced market driven by volume sold and producer output. Today, the firm’s primary focus is scaling revenue.
SVN Uses Henry.ai as the equivalent of a 10 person team
SVN | OAK Realty Advisors is part of SVN International, a global commercial real estate network. With a client-first mindset and collaborative culture, the firm serves investors, developers, and institutions nationwide.
Slatt Capital Scales Smarter With Henry.ai
With over 50 years of experience, Slatt Capital is a leading commercial real estate mortgage brokerage serving clients nationwide. The firm works with 30+ correspondent lenders and 2,200+ financing sources across nearly all commercial asset classes.
Oasis uses Henry.ai to stay lean and move fast
Oasis Investment Sales is a boutique advisory firm specializing in self-storage deals, founded by Jon Fawley. After years at a large brokerage, Fawley built a leaner, more agile firm that delivers the same professionalism and speed as national competitors.
Greenstone Partners Transforms Brokerage Efficiency with Henry.ai
Greenstone Partners is a commercial real estate brokerage specializing in investment sales across diverse asset classes. Prior to adopting Henry.ai, Greenstone’s Broker Opinion of Value (BOV) collateral production was highly manual and time-consuming.
TrueNorth Accelerates Deal Flow and Cuts Costs with Henry.ai
The True North team, led by John Swartz under Compass, specializes in multifamily properties across Southern California. With 15+ years of experience, they guide families in building and preserving wealth through investments, 1031 exchanges, and asset manageme
