Volo Ventures × CBRE

Finding the
Signal

with CBRE

An AI Strategy Session for CBRE Leadership

Clarity, Not Chaos

Big firm experience.
Without the theater.

Volo Ventures is a boutique strategic consulting firm with over 20 years of experience across Aviation, Travel & Hospitality, Financial Services, and Commercial Real Estate. We work with organizations navigating complex challenges — bringing senior-led expertise and direct access without the overhead of large consulting structures.

We don't arrive with a 90-slide deck and a vague next steps section. We arrive with a point of view, a framework built on real experience, and a commitment to moving from identification to action fast. Straight talk. No corporate theater.

Today's session is about one thing: finding the signal in your operation. Where is friction stealing time? Where is manual labor replacing thinking? Where can AI create an asymmetric advantage for your team — starting now?

CRE Domain Expertise
We understand your world — BOVs, OMs, capital markets, investment committee timelines, BD cycles. We speak the language before we walk in the room.
Senior-Led
Every engagement is led by Michael Cattanach directly. No hand-offs to junior consultants. You get twenty years of pattern recognition in the room.
Outcome-Focused
We wrap up when the job is done — not when the contract runs out. We're here to solve problems, not extend engagements.
AI-Native
We build and deploy AI solutions — not just recommend them. This session itself was built using AI tooling. That's the point.
The Volo Ventures Framework

The Common Thread

Every decision — and every problem — has a common thread running through it. Four inputs. One signal. The clarity to act.

DATA EXPERIENCE EMOTION CONTEXT SIGNAL
01 / DATA
Anchors reality
What can be measured — and where measurement ends
02 / EXPERIENCE
Pattern recognition
Scar tissue that shapes — and biases — the read
03 / EMOTION
The human read
Most powerful when balanced. Most dangerous when not
04 / CONTEXT
Changes everything
The variable that shifts the weight of all others
→ SIGNAL

What allows a leader to identify, commit to, and secure the next waypoint forward.

The Noise Trap
You're not short on data. You're caught in it.

In commercial real estate, the arms and legs never stop moving. BOVs called by clients on short notice. Deadlines set externally. Emotion in every deal because you want to win. Data everywhere — but Jenny's rebuilding a spreadsheet manually, versions are living on individual drives, and even if the right data exists, has the team had the conversation about which numbers actually belong in the report? That's the Noise Trap. And it's where most teams live.

Finding the Thread
Every pain point has a root cause.

Every challenge your team surfaces today gets run through this lens. Is it a Data problem — incongruent, inaccessible, or missing? An Experience gap — where institutional knowledge isn't captured or shared? An Emotional barrier to change? Or a Context shift — where one partner's client lunch never made it into Salesforce and now nobody knows where the deal stands? The thread determines the solution.

The Waypoint Ahead
From identification to action. Five weeks.

No 90-slide deck. No vague next steps. We leave today with a prioritized list of your real challenges, a clear diagnostic on what's actually driving them, and a concrete first waypoint. Then we build. Five weeks. One solved problem. Straight to action — no theater.

The Volo Diagnostic Lens

Where Challenges Live

Most teams operate inside-out — buried in the center with no time to look up. The highest performers start at the edge. Here's the model we use to locate every challenge before we solve it.

COPS POPS TOPS FOPS
04 / FOPS — Forward-Looking Operations
The Strategic Horizon
The market doesn't wait for heads-down seasons to pass. FOPS is your recurring cadence for looking forward — tracking relationships at every level, measuring progress, and orienting the team around what's next. Personal, team, client, market. Measure what matters.
03 / TOPS — Travel Operations
Intelligence in Motion
The highest-value deals don't close on Zoom. TOPS is your system for knowing who to see, when to be there, and never missing the handshake that turns into a mandate. It requires deep intelligence on your targets — where they are in every deal, when money is moving, when investment committees are active.
02 / POPS — Personal Operations
Individual Velocity
Once the team is moving in harmony, every person on it has their own targets, growth goals, and relationships to develop. POPS is where individual ambition gets the room it deserves — and where AI creates the most personal leverage once the core engine is running clean.
01 / COPS — Core Operations
The Engine
Your systems, workflows, people, and tools — everything it takes to run the business day to day. When friction lives here, it compounds. Every hour spent rebuilding the same spreadsheet is an hour not spent in front of a client. This is where AI creates the most immediate, measurable return.
Today's Working Document

Capturing the Pain Points

As we surface challenges, they go into one of two buckets. Tag each by ring and category. Team pain points get prioritized first — drag to reorder. Personal pain points are captured and revisited in a follow-up session.

Priority Bucket — Sequence First
Team Pain Points

Shared challenges across the group. Drag to reprioritize — biggest impact rises to the top.

Pain points will appear here as the conversation unfolds

⚑ Multiple categories selected — this may be more than one pain point. Consider breaking it down after capture.

Team pain points will be sequenced after discovery — ranked by impact, feasibility, and readiness for AI or automation solutions.

Follow-Up Session — Captured Now
Personal Pain Points

Individual challenges for each leader. Captured today, addressed one-on-one.

Individual pain points captured here throughout the session

⚑ Multiple categories selected — this may be more than one pain point. Consider breaking it down after capture.

Personal pain points are equally important. They'll be revisited individually to identify bespoke AI-assisted solutions.

The Capability Map

What AI Can Actually Do

AI isn't magic. But applied to the right problems in commercial real estate, it creates advantages that compound. Here's where the leverage lives.

01 The Visual Advantage
Make the Complex Legible

Interactive deal dashboards. Dynamic market narratives. Presentation decks that update in real time. No one in commercial real estate is doing this at scale — and the firms that get there first will own the room before the pitch even starts. This is the sword in the stone. Built in hours, not weeks.

02 Market Intelligence
See What Others Miss

There's no shortage of market data. The challenge is connection — seeing the relationship between a tenant's lease expiration, a capital partner's recent exits, and an investment committee's known appetite before anyone else does. AI connects those dots at a speed no analyst can match — without touching a single confidential client file.

03 Eliminate the Manual
Remove the Repetitive

BOV prep, comp pulling, deal tracking updates, pipeline reports, lease abstracting, tour scheduling. Every hour your team spends recreating the same spreadsheet is an hour not spent in front of a client. AI eliminates the manual so your people can do the work only they can do.

04 Intelligent Composition
Sharper Messaging, Every Time

Your best OM and your weakest one probably have more in common than you'd like. AI reviews for consistency, flags language misalignment between your BOV and your final pitch, and pulls signal from what's landed well historically — so every communication is informed by what actually moved clients to action.

The Point of All This

Built Monday.
Presented Tuesday.

This site was built in a single evening — for this room, for this conversation, for your team. What used to take a team three to four weeks to produce, a high-signal operator with the right tools and the right frameworks can produce overnight. That's not a party trick. That's what we're here to build for you.

1
Evening to build
3
EVPs in the room
1
Hour to find your first signal

"The leaders who move aren't the ones with more data. They're the ones who've learned to trust a well-calibrated judgment call." — Michael Cattanach, Volo Ventures