The AI Trick Smart CRE Investors Won't Shut Up About with Jake Heller

The Real Estate Investing Club

The Real Estate Investing Club
The AI Trick Smart CRE Investors Won't Shut Up About with Jake Heller
Jul 08, 2026 Season 1 Episode 677
Gabe Petersen

Join an active community of RE investors here: https://linktr.ee/gabepetersen

🤖 AI FOR COMMERCIAL REAL ESTATE: THE UNFILTERED TRUTH

In this episode of The Real Estate Investing Club podcast, Gabe Petersen sits down with Jake Heller, founder of AI for CRE Collective and a third-generation real estate operator, to break down how artificial intelligence is reshaping commercial real estate investing right now. If you want to know which real estate AI tools actually move the needle versus which ones are just another wrapper on ChatGPT, this conversation is packed with strategies you can use immediately.

🏢 JAKE HELLER'S REAL ESTATE JOURNEY Jake comes from a private home building family that built thousands of houses across Southern California, Southern Nevada, and Arizona before pivoting into a family office model after the GFC. He is a licensed broker and licensed contractor who has built apartment buildings in Los Angeles and ran an entitlement and permit expediting business. That real estate first background is why AI for CRE Collective resonates so strongly with commercial real estate professionals seeking practical guidance.

💡 WHAT IS AI FOR CRE COLLECTIVE Jake explains how his membership community grew into the leading AI enablement platform for commercial real estate, now home to hundreds of CRE professionals sharing prompts, tutorials, and honest reviews of new proptech tools. This section is essential listening for anyone overwhelmed by AI noise and searching for a real estate investing community that filters signal from garbage.

🛠️ THE BEST AI TOOLS FOR CRE INVESTORS RIGHT NOW Jake names specific platforms real estate professionals are using today, including Terracotta for broker prospecting, Prophetic for acquisitions, and Pillar.codes for sourcing off market deals. He shares the exact framework he uses to evaluate new commercial real estate software, focusing on measurable revenue growth rather than shiny features.

🎙️ AGENTIC AI, VOICE AI, AND THE SPEED TO LEAD ADVANTAGE Gabe and Jake dig into agentic AI and voice AI for real estate lead generation, discussing why fully automated systems still struggle to replace humans, and why the real ROI hides in boring, repetitive administrative tasks. They cover how tools like Instantly and call routing systems help real estate investors capture inbound leads the moment they arrive, often the difference between closing a deal and losing it to a faster competitor.

📈 USING AI TO UNCOVER HIDDEN DATA IN YOUR REAL ESTATE BUSINESS Jake and Gabe share how they use AI, including Claude, to mine years of emails, call transcripts, CRM data, and financial reports for insights that would otherwise stay buried. Gabe walks through his own workflow combining property management data, call recordings, and financials to build investor updates automatically, a strategy any investor scaling a portfolio should hear.

🌆 THE BEST METRO FOR REAL ESTATE INVESTING TODAY Jake breaks down why the Midwest, and Indiana specifically, is on his radar for pro business fundamentals and long term growth potential, a theme that keeps showing up across real estate investing club episodes this year.

🔑 LESSONS FROM REAL ESTATE DEVELOPMENT DEALS GONE SIDEWAYS Jake shares hard won lessons from ground up development, including why construction budgets and permitting timelines almost always run over, and how proper pre construction planning protects investors from costly surprises.

This episode is a must watch for real estate investors, commercial real estate brokers, and developers trying to responsibly use artificial intelligence to grow their business without falling for hype.

#RealEstateInvesting #CommercialRealEstate #AIRealEstate #PropTech #RealEstateInvestingClub

Want to learn more about our guest? Connect here: https://www.linkedin.com/in/jakeheller1/

Want to learn more about the REI Club Podcast, how to invest with Gabe at Kaizen, or join our community of active real estate investors on Skool? Visit the podcast website at https://www.therealestateinvestingclub.com or click here: https://linktr.ee/gabepetersen

Send us Fan Mail

Join the Online Community here: https://linktr.ee/gabepetersen.

Support the show

Episode Artwork The AI Trick Smart CRE Investors Won't Shut Up About with Jake Heller 29:24 Episode Artwork She Found a Tenant Source Most Landlords Don't Know Exists with Abi Horton 31:32 Episode Artwork Why Smart Investors Are Buying Self Storage Now with Nathan Jameson 31:15 Episode Artwork The Retail Real Estate Edge Most Investors Miss wtith John McNellis 37:14 Episode Artwork The Real Estate Blueprint for Generational Wealth with Joel Miller 39:13 Episode Artwork The Rental Property Trick That Built 150+ Doors with Chris Forsythe 31:45 Episode Artwork Why Smart Investors Are Buying Mobile Home Parks with Matthias Gruenwald 32:02 Episode Artwork How to Raise Millions and Scale Real Estate Fast with August Biniaz 42:43 Episode Artwork Unlock Financial Freedom With Smarter Property Deals with Charlie Panayi 34:33 Episode Artwork Why Mobile Home Parks Make Millionaires with Jack Martin 42:45 Episode Artwork The Airbnb Wealth Blueprint with Tim Hubbard 29:42 Episode Artwork The Real Estate Strategy That Changed Her Life with Lena Kennedy Vergara 22:14 Episode Artwork Build Wealth With Multifamily Secrets with August Binianz 51:44 Episode Artwork Build Wealth Fast With Student Housing with Ryan Chaw 31:36 Episode Artwork The Direct Mail Blueprint for Massive REI Deals with Josh Ax 38:04 Episode Artwork How He Built 80 Rentals Before 30 with Clint Snuggs 28:28 Episode Artwork The Asset Class Nobody Talks About with Clare Baukham 27:03 Episode Artwork Avoid Costly Mistakes in Rental Property Investing with Tim Baldwin 21:43 Episode Artwork The Real Way Investors Build Lasting Wealth with Brian Tran 33:42 Episode Artwork Build Wealth Fast With Smart Multifamily Deals with Mark Shuler 30:00 Episode Artwork Escape the 9-5 with Rental Arbitrage with Vineet Dutta 27:47 Episode Artwork Build Wealth Faster with Multifamily Strategy with Gino Barbaro 40:08 Episode Artwork Build Wealth Fast with Smarter Real Estate Moves with Cody Hofhine 34:25 Episode Artwork Build Predictable Cash Flow with Smart Real Estate with Mike Zlotnik 39:21 Episode Artwork Build Passive Income That Replaces Your Job with Russ Morgan 36:44