Basis Play.
b
Private consulting for
real estate investment firms
San Francisco

Applied AI for real estate investment management.

Basis Play helps real estate investment teams build capability with AI. I've managed the institutional portfolios, and I ship the software myself.

$116B
Debt advised by CIRM,
past three years
$2.5B
Levered debt book
I managed at PCCP
13 yrs
In real estate
investment management
01  The approach

For teams that want to own the capability, not lease it.

I'm not here to evangelize AI or sell a transformation. The teams I work with already know they want to be more technically sophisticated. They want to understand what these tools actually do, where they help and where they don't, and how to use them with judgment.

There's a difference between using AI tools and understanding what they are and what you can build with them. Tools are changing quickly. Rather than endorsing products and vendors, I work with teams to close the implementation gap two ways: by building skill and by building infrastructure. I've sat on both sides of the table in real estate finance, advising institutional clients on rate risk, then managing a levered debt book at PCCP. I also build production software myself. So I can tell you where AI genuinely fits an investment workflow, and leave your team more capable than I found it.

The measure of a good engagement isn't dependence on me. It's that your team is sharper and better prepared after we work together.

02  Offerings

Three ways to engage.

Built for real estate investment firms, matched to where your team is today, and where you want to be.

i
Hands-on
workshop
Your team builds solutions for its own use cases in Claude and Claude Code, and deepens its understanding of how AI applies to the investment workflow, including the safety practices that keep firm data governed.
ii
Executive strategy
session
A planning session with leadership: a review and assessment of the firm's technology stack and practices, open Q&A, and a customized plan for leading under technological change, enabling staff, building guardrails, and protecting the firm's decisions and data.
iii
Deeper builds &
standing advisory
For teams ready to go further: integrations that connect AI to past deals, a live pipeline, or internal models. Long-term infrastructure, scoped and implemented separately, with standing advisory as your team builds capability.
play
The thesis
The tools institutional real estate runs on are ready for a rebuild.

I build in this space too, including proprietary underwriting and portfolio management solutions.

Laurie Sartain · Founder
03  Credentials

The track record underneath the advice.

AI Practitioner
One of Anthropic's first Claude Ambassadors for Real Estate and a member of its Builders Council (Early Access Program).
Capital Advisor
Managing Director at CIRM, a leading institutional interest-rate advisory firm.
Investment Manager
VP, Debt Asset Management at PCCP, managing a $2.5B levered real estate debt portfolio.
Software Developer
Proprietary underwriting and portfolio-management software for real estate investment managers.
Builder in Public
Four first-place AI hackathon finishes.
Quantitative Thinker
B.A. Mathematics & English Literature, University of Chicago, FRM.
Start a conversation.
Book a call
laurie@basisplay.com
San Francisco
lauriesartain.com  ·  LinkedIn