Case Study

Retail Insite

AI-Powered Commercial Real Estate Intelligence Platform

Commercial Real EstateSan Diego, CA
Retail Insite platform — interactive map clustering thousands of lease comps, ground leases, volumes, and OMs across San Diego County

Platform Views

Map view and data table, unified

Brokers switch between the interactive map and a sortable data table with one click. Filter, sort, and export over 1,300 records — no spreadsheets, no data silos.

Retail Insite data table — sortable Building Lease Comps with 1,362 records

8,770

Records Cleaned

2,675+

Issues Auto-Corrected

1

Week to First Working Prototype

The Challenge

A legacy system holding the business back

Retail Insite is a leading San Diego commercial real estate brokerage that had been relying on an aging system for years. Their proprietary data — retailer revenues, sales per square foot, traffic counts, demographics, and deal history — was their competitive advantage, but the platform holding it was falling behind.

Data was scattered across spreadsheets and legacy databases, riddled with inconsistencies. There was no natural language search, no audit trails, no path toward AI-enhanced workflows, and no modern interface brokers could use confidently in client meetings.

They needed more than a facelift. They needed a ground-up rebuild — one that preserved their data advantage while unlocking the AI capabilities their competitors couldn’t match.

Scattered data

Spread across spreadsheets and legacy databases with no single source of truth

No intelligent search

No natural language queries, no audit trails, no path toward AI workflows

Outdated interface

No modern platform brokers could use confidently in client meetings

The Approach

A fractional software and AI department

Galanta partnered with Retail Insite as a fractional software and AI department — not an outside vendor. Weekly syncs, direct collaboration with brokers and operations staff, and full transparency on every decision.

Within the first week, the team had a working wireframe in front of the client — setting the pace for the entire engagement.

The build was structured in clear, phased sprints — each phase producing functional, visible progress. No months in the dark. Every milestone was delivered on time. When scope evolved mid-project, Galanta absorbed the additional work rather than renegotiating — because the goal was a platform that actually solved the problem, not a contract that protected the vendor.

It’s been a week. You already have a whole wireframe. That’s impressive.

Karolyn Dale

Karolyn Dale

Director of Operations

What We Built

Four integrated systems, one seamless platform

01

Interactive Map & Intelligence Platform

A modern, broker-friendly interface replacing the legacy system — centralizing retailer revenue, traffic counts, demographics, and deal history on a single interactive map with real-time filtering and role-based access.

02

AI Filter Agent

Natural language queries translated into filtered map results. Brokers type what they need in plain English and the platform surfaces matching properties instantly — no manual filter chains.

03

AI Chat Agent

A conversational data exploration tool for analytical questions. Ask about market trends, compare properties, or pull aggregate stats across the entire dataset through dialogue.

04

AI-Powered Data Cleaning Pipeline

8,770+ legacy records processed through an automated cleaning pipeline — backfilling missing addresses, standardizing tenant names, correcting rent calculations, and producing clean, usable records.

AI Filter Agent

Search your data in plain English

Brokers type natural language queries like “Show me all Starbucks locations in San Diego County with rent over $3/sqft and square footage above 1,000” and the AI translates that into precise database filters instantly.

No manual filter chains. No training required. The system parses intent, maps it to the correct fields, and returns filtered map results in seconds — turning what used to be a multi-step workflow into a single sentence.

AI Filter Agent — Starbucks query with filters for tenant, rent, and square footage

AI Data Pipeline

8,770+ legacy records processed, cleaned, and validated

Before the platform could launch, years of accumulated data needed to be cleaned. Our AI-powered pipeline processed the entire legacy dataset — backfilling missing fields, standardizing inconsistent entries, and correcting calculation errors automatically.

1,415

Addresses Backfilled

754

Tenant Names Standardized

240

Rent Calculations Corrected

8,770

Clean Records Produced

AI Chat Agent — radius search around La Jolla Country Club with tenant results

AI Chat Agent

Ask questions, get answers

A conversational interface for exploring the entire dataset. Brokers ask analytical questions in plain English — market trends, property comparisons, radius searches — and the AI returns structured results with supporting data. No SQL. No exports. Just answers.

The Results

Platform launched February 2026

Everyone was very impressed and pleased with the new system. Bravo! I know it has been a lot of work for you and you have done a tremendous job.
Karolyn Dale

Karolyn Dale

Director of Operations

It looks good, it feels good. That’s the most important thing — you spend so much of your life in these software platforms. If they’re not enjoyable to use, you’re not going to use them.
Chris Hodgman

Chris Hodgman

Principal

Our competitor’s platform? It’s nowhere close to what we have… maybe 20% of what we built.
Don Moser

Don Moser

Principal

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