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Commercial Real Estate

Sales Assessment & Certification for Commercial Real Estate Brokers

Measure every broker on investment thesis articulation, tenant negotiations, and complex deal structures. Simmie scores conversations against AI institutional investors, corporate tenants, and property owners — certifying high-stakes readiness before they walk into the BOV.

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Pass Gates

Four readiness gates. Pass them before the BOV, not during.

Each gate is binary — pass or repeat. No broker fronts an institutional buyer until every gate is green.

Investment Thesis

Pass criteria: Cap rate, NOI, IRR articulated against comparable trades

Until passed, blocks: Investor pitches, BOV presentations, capital markets meetings

Deal Structuring

Pass criteria: TI, free rent, escalations, and concessions defended with math

Until passed, blocks: Lease negotiations, LOI walkthroughs, term sheet conversations

Tenant Negotiations

Pass criteria: Counters anchored to comps, market intel, and tenant alternatives

Until passed, blocks: Renewal discussions, expansion talks, relocation pitches

Owner / Investor Conversations

Pass criteria: Portfolio strategy and disposition logic articulated like a principal

Until passed, blocks: Listing pitches, hold/sell debates, JV introductions

Certification Rubric

Four scoring categories. Defensible, repeatable, principal-level.

Every conversation is scored across these four dimensions. Reps see exactly where they earned points and exactly where they didn't.

Market & Asset Fluency

25%
  • Cites recent comps, trade prints, and absorption data without hedging
  • Explains submarket dynamics, supply pipeline, and rent trajectory
  • Translates asset class nuance (office, industrial, retail, multifamily) into client-relevant insight

Underwriting & Deal Math

30%
  • Walks the investor through cap rate, NOI growth, and IRR assumptions
  • Defends every TI / concession against effective-rent math
  • Frames downside scenarios and sensitivity without losing the room

Negotiation & Stakeholder Management

25%
  • Anchors counters to comps, alternatives, and capital cost — not gut
  • Manages multi-party dynamics (owner, tenant, lender, JV partner) without dropping threads
  • Knows when to hold the line versus trade — and frames trades as wins

Principal-Level Communication

20%
  • Speaks like a partner, not a coordinator — concise, data-led, decisive
  • Earns the next meeting with a clear ask and a defensible point of view
  • Documents follow-ups in writing the same business day

Built for high-stakes CRE conversations

Stop training brokers on real owners and real tenants. Certify readiness on AI counterparties first.

Underwriting under pressure

Reps defend cap rates, IRRs, and downside scenarios against AI institutional investors.

Lease & sale negotiations

Practice TI/concession trades and counter strategy against AI tenant reps and CFOs.

BOV and listing pitches

Score every pitch against owner-level expectations before walking into the boardroom.

Senior-broker certification

Promote producers based on rubric performance, not seniority or anecdote.

Sample Pass Gate

Investment Thesis — Pass Gate Walkthrough

Broker pitches a Class A office acquisition to a skeptical institutional investor.

AI

AI Investor (Pension Fund Allocator)

"Cap rates in this submarket compressed 80 bps over the last cycle. Why am I buying at a 5.2 cap when I can wait six months and pick this up at a 6?"

BR

Broker

"Three things. One — the in-place rent is 18% below market and we have a 47% lease rollover in months 13-30, so the going-in cap understates stabilized yield by ~120 bps. Two — there's no direct supply in this micro-market until 2028. Three — at a 6 cap in six months, you're also buying a different rate environment. The math says today."

AI

AI Investor

"Walk me through the rollover assumptions. What rents are you marking-to-market?"

Rubric Scoring

Comps + supply data: PASS
Mark-to-market math: PASS
Rate / timing logic: PASS
Principal tone: PASS
Certification Tiers

Promote producers on rubric performance

Three tiers. Every promotion backed by scored evidence — not seniority or anecdote.

Tenant Rep — Certified

  • Pass investment thesis and tenant negotiations gates
  • 85%+ on lease economics and TI math sub-rubric
  • Two AI tenant negotiations certified by a senior broker

Capital Markets — Certified

  • Pass all four pass gates
  • 90%+ on underwriting and deal math sub-rubric
  • Defend a BOV scenario against an AI institutional buyer panel

Senior Broker — Certified

  • All Capital Markets requirements
  • 92%+ overall rubric average across 10 scored conversations
  • Lead a multi-party scenario (owner, tenant, JV, lender) without coaching

Built for every CRE seat

From new associates to senior producers, every broker can be measured against the same standards.

Tenant Rep Brokers

Practice market tours, RFP defense, and lease negotiation against AI tenant decision-makers.

Capital Markets Brokers

Defend underwriting, navigate BOVs, and pitch institutional investors across asset classes.

Sales Managers

See exactly where every producer stands on every rubric — and prescribe the practice that closes the gap.

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