Built for Commercial Real Estate

#1 Relationship-Driven Sales AI for Commercial Real Estate

Founded in 2016 in New York City, Sam.ai is an award-winning Sales Success Platform designed specifically for Commercial Real Estate — built to accelerate your workflow and drive deal success.

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01

Your Playbook

We learn your CRE specialty, markets & ideal deals

02

Prospect Engine

Decision-makers with transaction intent signals

03

Campaign Manager

AI plans discipline-specific outreach sequences

04

Personalization

References market data, lease terms & cap rates

05

Multi-Channel

Email, LinkedIn & phone in coordinated sync

06

Meetings Booked

Qualified appointments with full deal briefings

Trusted by leading CRE brands

SavillsNAI GlobalLee & AssociatesJLLCushman & WakefieldNewmarkColliersAvison YoungGFP Real EstateTenantReps.comOfficeLease.com

SavillsNAI GlobalLee & AssociatesJLLCushman & WakefieldNewmarkColliersAvison YoungGFP Real EstateTenantReps.comOfficeLease.com

71%

of your prospecting workflow — handled autonomously by Sam.ai. You stay focused on relationships and closing.

4x

Faster than traditional prospecting tool stacks

84%

Lead qualification handled before it hits your calendar

12+

Tools replaced by one unified platform

$1,200+

Average annual savings per seat vs. legacy stacks

Your Specialty, Your Playbook

Purpose Built for Your CRE Playbook

Select your specialty.

Tenant RepLandlord Rep & LeasingInvestment SalesSyndicators

Tenant Representation

Sam builds your pipeline of corporate real estate decision-makers before they start searching — so when they're ready to move, you're already the broker they know.

ICP-Matched Discovery

Right company, right title, right geography — verified contact included.

Value-First Outreach

Your voice, their context. Insight first — pitch never.

Email + LinkedIn

Coordinated sequences that build familiarity before the ask.

Meeting Booking

Sam qualifies and books — you show up warm.

Tenant Rep Pipeline

186

Active Prospects

94%

Verified Contacts

RP

Robert Park

VP Real Estate, Meridian Corp — 320-person firm, finance sector

96

AT

Amanda Torres

Dir. Facilities, Atlas Group — Series B, headcount growing fast

93

JC

James Chen

CFO, Nova Tech — 150-person tech company, Chicago

88

SM

Sara Mitchell

VP Operations, Bridgewater — Professional services, NYC

85

Landlord Representation & Leasing

Sam finds companies that fit your building's ideal tenant profile — by industry, headcount, and growth stage — then runs personalised outreach that puts your asset in front of the right decision-makers.

Tenant ICP Discovery

Industry, headcount, growth stage — Sam finds the fit and delivers verified contacts.

Personalised Outreach

Your firm's voice, each prospect's context. Sequences adapt as they engage.

Email + LinkedIn

Multi-channel sequences that build awareness before the direct ask.

Tour Booking

Sam schedules tours with qualified prospects who match your tenant criteria.

Leasing Pipeline

142

Target Tenants

23

Tours Booked

KW

Kevin Walsh

COO, Apex Digital — Seeking 15K SF, Class A

95

DL

Diana Lopez

VP People, Summit Health — 25 employees, expanding

92

MR

Mark Reeves

Dir. Operations, Fintech Co — 90-person team, downtown Boston

89

PT

Priya Thompson

CEO, Design Studio — Relocating from WeWork

84

Investment Sales

Sam connects you with active CRE investors — PE firms, family offices, and REITs — before you need them. You bring the deal; Sam fills your buyer pipeline.

Buyer ICP Discovery

PE teams, family office principals, REIT deal leads — verified and matched to your asset class.

Credibility-First Outreach

Your voice, your market expertise — before any deal is on the table.

Email + LinkedIn

Coordinated sequences that keep you top-of-mind until the conversation is warm.

Acquisition Call Booking

Sam books calls with investors who are actively looking — you walk in warm.

Investment Sales Pipeline

94

Active Buyers

31

Meetings Booked

GF

Greenwich Family Office

Principal — Multi-family & industrial focus, Northeast

97

LM

Lisa Martinez

VP Acquisitions, Pinnacle Capital — Office & mixed-use

94

RK

Ryan Kowalski

Dir. Investments, Redstone Capital — Value-add buyer

91

DW

David Walsh

Managing Director, Harwick REIT — Industrial, Sunbelt

87

Syndicators & Fund Managers

Raising equity is a relationship game. Sam identifies HNWIs, Family Offices, and RIAs who allocate to CRE — and builds the relationship before you make the ask.

Investor Discovery

HNWIs, Family Offices, RIAs — found by title, firm type, and geography. Verified.

Deal Outreach

Personalised around your offering — IRR, hold period, asset class — in your voice.

LP Nurturing

Steady cadence between raises — so they know you before you need them.

Presentation Scheduling

Sam books the call at the right moment in your raise timeline.

LP Fundraising Pipeline

64

Qualified LPs

$38M

Pipeline Equity

GF

Greenwich Family Office

$5–15M CRE allocation — Multi-family & industrial

97

RW

Richard Walsh

Principal, Walsh Family Office — CRE-focused, East Coast

95

PM

Pinnacle Wealth Mgmt

RIA — Placing HNW clients into alt assets, $2M+ checks

92

SL

Sherwood Legacy Capital

Single-family office — $10M+ CRE, value-add focus

89

1Prospecting

The right people. Verified. Ready to contact.

Sam matches your ideal client profile against 100M+ verified contacts — filtered by industry, title, company size, and geography.

ICP-Matched Discovery

Sam scores every prospect against your profile. You always work the most relevant list.

Verified Contacts

Every prospect comes with a valid email, direct phone, and LinkedIn — ready to reach.

Engagement Scoring

Know exactly who's warming up — and when to reach out.

CRE Decision-Maker Database

100M+

Verified Contacts

20+

Data Points Each

RP

Robert Park

VP Real Estate, Meridian Corp — 320-person finance firm

96

KW

Kevin Walsh

Managing Partner, Atlas Capital — Acquiring

93

LM

Lisa Martinez

Owner, Pinnacle Holdings — 12 properties

91

JC

James Chen

Dir. Facilities, Nova Tech — 85K SF relocation

88

2Outreach

Your voice. Their context. Zero templates.

Sam personalises every message using 20+ data points — your voice layered with each prospect's role, industry, and company. It feels hand-crafted because it is.

Value-First Campaigns

Lead with insight, not a pitch. Every sequence earns attention before making the ask.

Email + LinkedIn

Coordinated multi-channel sequences that build familiarity before the direct ask.

Adaptive Sequencing

Sequences shift with engagement signals — nurturing until the timing is right.

Tenant Rep Outreach — AI Preview

AI-Generated Email

To: Robert Park, VP Real Estate — Meridian Corp

Re: Your office portfolio — a thought

Hi Robert,

Given Meridian's focus on mid-size office in the Northeast, I wanted to share a perspective on how firms like yours are approaching space decisions in the current environment — and whether a brief conversation makes sense...

🎯 ICP-matched prospect✍️ Your voice & tone⚡ Affinity-personalised

3Conversion

Qualified meetings. On your calendar. Automatically.

Sam tracks engagement across email and LinkedIn — and books the meeting the moment a prospect is ready. No cold asks. No guesswork.

Engagement-Triggered Booking

Appointments land on your calendar when prospects are warm — not cold.

Built-In Qualification

Only ICP-matched prospects with genuine interest make it to your calendar.

Meeting Prep Included

Sam sends you a prospect brief before every call — so you show up ready.

This Week's Meetings

6

Meetings This Week

All

ICP-Qualified

9:00 AM

Robert Park — Meridian Corp

VP Real Estate · Discovery Call

11:00 AM

Amanda Torres — Atlas Corp

Dir. Facilities · Needs Assessment

2:30 PM

David Walsh — Pinnacle Capital

Managing Director · Intro Call

Hear It From Them

What CRE Leaders Say

SV

Scott Vinett

Vice President · Savills

MA

Michael Arnold

Executive Vice President · NAI Global

PL

Peter LaCroix

Managing Director · GFP Real Estate

CRE Brokers Love Sam.ai

Don't take our word for it

Hear from commercial real estate professionals who use Sam.ai every day.

"I have been using Sam.ai for over a year and am thrilled with its streamlined workflows, $1,200 annual savings, and 25% email open rate improvement. I highly recommend it for integrated CRM and email marketing solutions."

CD

Christopher M. Drzyzga

Vice President & Partner

VOIT Real Estate

"Sam.ai's innovative tech and CRE tenant rep expertise, coupled with excellent customer service and onboarding, have empowered countless tenant rep firms to expand and thrive. Highly recommended!"

MM

Michael Mazzotta

Founder

TenantReps.com

"SAM.ai is integral to our marketing strategy, yielding immediate ROI. Their user-friendly interface connects us to decision-makers, helping us thrive amid pandemic challenges. An invaluable networking asset committed to our growth."

BR

Bert Rosenblatt

Co-founder & Owner

Vicus Partners

"My experience with SAM Roundtable exceeded expectations. Networking with top decision-makers elevated my role as a trusted advisor, not just a broker. Valuable insights benefited participants' businesses, revealing lucrative opportunities."

MD

Mike Davis

Partner

Scotland Wright Associates

As Featured In

Forbes

"If you've never experienced an AI-powered technology stack, I highly recommend that you request a SAM.AI demo and see it for yourself."

— Larry Myler

Inc.

"Not only can you harness an untapped wealth of contact information, but AI goes beyond the data and delivers actual insights."

— Molly Reynolds

HuffPost

"Those who take advantage of AI-based platforms such as SAM will spend a lot less time learning how to use software."

— Chirag Kulkarni

99.99% Uptime

Always on. Always reliable. Your pipeline never sleeps.

9+ Years of AI Innovation

Shipping AI that works since before it was cool.

Dedicated Success Team

Real humans who care — from day one.

Case Studies

3 CRE Case Studies — Download Free

Real stories from CRE firms using Sam.ai. See how they reached the right people and booked more meetings.

Download PDF

Playbook

9 Proven Strategies to Unlock the C-Suite

A tactical playbook for CRE professionals on reaching executive decision-makers and opening doors.

Download PDF

e-Book

5 Winning CRE Lead Generation Tactics

AI-driven strategies to fill your CRE pipeline and convert prospects into clients faster.

Download PDF

See Sam.ai in action for your CRE specialty

15 minutes. We'll show you the prospects Sam would find, the outreach it would run, and how meetings get booked — for your market.

Request a CRE Walkthrough View Pricing

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