Friday, November 6, 2026•Registration 9:30 AM · Program 10:00 AM to 1:00 PM•Pleasant Hill Community Center•RegisterComing Soon

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What the presenters and organizers are saying about the Summit, in their own words.

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Eric Rehn
Eric Rehn, CCIM Senior Director, TRI Commercial / CORFAC International · Program Moderator

You think you know Excel. You think you know AI. After 20 years in CRE, I can tell you most of us are wrong about both.

Ask your team to build a pivot table, nest an INDEX MATCH, or stress-test a cap rate across twenty scenarios, and watch the room get quiet.

AI is the same story. Most of us "know" AI. We've asked ChatGPT to polish an email or summarize a lease. But do we know why it confidently invents comps that don't exist? Which prompts get reliable answers, and which set us up to repeat a bad number in front of a client?

And that's just the chat window. The real shift is AI agents, which are tools that don't just answer questions but actually do the work on your behalf. They can track listings, research owners, draft outreach, and build your own deal feed while you're out meeting clients. They're powerful, and they're risky if you don't know where your data goes or what you've given them permission to do. One wrong setting and your client list, your deal terms, or your inbox is sitting on someone else's server. Used the right way, with the right guardrails, agents stay private, secure, and working only for you.

On November 6, I'm moderating the CCIM Northern California Chapter's AI Training Summit, and this is exactly what we're tackling. Qi Lopez Diaz, Azita Manson, Louis Roehrs, and Tim Vi Tran, SIOR, CCIM will take you beyond chat and show you how to put agents to work for you, safely and securely. No hype, no vendor pitches. Just practical knowledge you can use Monday morning.

Bring the questions you think are too basic to ask. Those are usually the best ones.

Friday, Nov 6 | Pleasant Hill Community Center | 10 AM to 1 PM
Taco truck lunch included. Seating is limited.

Azita Manson
Azita Manson Founder & CEO, OElement · Presenter, Agentic AI and Future of AI

Most brokers are using AI the way people used the internet in 1996: amazed, a little reckless, and one copy-paste away from leaking a client's deal.

You pasted a rent roll into ChatGPT and asked for the cap rate. Do you know if it calculated it, or just guessed a number that sounded right?

Most people assume the chatbot "looks things up" or "does the math." Often it does neither. A language model predicts the most plausible next word, which is why it can hand you a clean, confident summary with a number that was never real. The industry calls it hallucination. The more interesting question is why it happens, and the small changes in how you ask that make it far less likely.

Then there's the part almost no one in CRE is talking about yet: agents.

Chat answers questions. Agents take action. They can watch listings, pull ownership records, research contacts, draft outreach, and quietly build a deal feed while you're out meeting clients.

So here are a few questions worth sitting with:

  • What happens to a rent roll after you paste it into a chatbot?
  • Who else might see the deal terms you typed in last week?
  • What would it mean to give an agent permission to read your inbox?
  • And can AI run without your data ever leaving your office?

The answers might surprise you.

On November 6 at the CCIM Northern California Chapter's AI Training Summit, we're going behind the chat window. I'll be joining Eric Rehn, CCIM, Qi Lopez Diaz, Louis Roehrs, and Tim Vi Tran, SIOR, CCIM to show what's really happening under the hood, and how to put agents to work for you safely and securely, without writing a line of code.

Come curious. Leave knowing what questions to ask.

Friday, Nov 6 | Pleasant Hill Community Center | 10 AM to 1 PM
Taco truck lunch included. Seating is limited.

ccim.oelement.ai

#AI #AIAgents #CommercialRealEstate #CCIM #CRE

Qi Lopez Diaz
Qi Lopez Diaz Host & Co-Founder, The QiTime · Presenter, AI Explained
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Every week someone tells me they "use AI." Then I ask what that actually means, and the answers are all over the place.

For some it's a chatbot that cleans up emails. For others it's software quietly doing work in the background. Very few know where their information goes once they hit enter.

In commercial real estate, that difference isn't trivia. It's the difference between saving a few minutes and changing how you find, win, and protect deals.

That's the conversation I want to have with you on November 6 at the CCIM Northern California Chapter's AI Training Summit, alongside Azita Manson, Louis Roehrs, and Eric Rehn, CCIM.

Come with your questions and your skepticism. Both are welcome.

Friday, Nov 6 | Pleasant Hill Community Center | 10 AM to 1 PM
Taco truck lunch included. Seating is limited.

ccim.oelement.ai

#CommercialRealEstate #CCIM #AIinCRE #CRE #TheQiTime