Educational Workshop: AI in Underwriting

About the Workshop

How real estate operators are analyzing deals, modeling risk, and making investment decisions with AI.
 

An interactive workshop for owners, operators, developers, acquisitions teams, and asset managers exploring how AI is reshaping underwriting—from deal screening to investment committee.
 

Live Session: ​May 20 — 12:00–2:00pm ET
 

This live session will be recorded and shared with all participants.

AI is quickly transforming real estate underwriting, but most teams are still unsure what actually works, what's hype, and how to implement it without breaking models or introducing risk they don't understand.
 

In a 2 hour live session, this workshop delivers a clear, no-jargon explanation of how modern AI works, followed by a deep dive into real-world underwriting use cases across deal screening, financial modeling, market analysis, and due diligence.
 

We'll examine how leading operators are using AI to extract rent rolls, analyze comps, stress-test assumptions, and accelerate due diligence across multifamily, office, industrial, and retail—then shift to implementation: where to start, how to prep your data, how to evaluate vendors, and how to integrate AI into real underwriting workflows.
 

You'll leave with a practical framework for applying AI inside your organization as well as tools to avoid the hype and focus on outcomes.
 

Participants will receive post-workshop access to our community on Circle, where we'll share recordings, course materials, and curated vendor lists.
 

You'll Learn How To

Understand how AI actually works Break down what modern AI is (and isn't), including models vs. applications, agentic AI, and frameworks like HITL, HOTL, and HOOTL—explained in plain English.
 

Explore underwriting-specific use cases See how AI is being applied to deal screening, rent roll extraction, comp analysis, financial modeling, market research, and due diligence.
 

Learn from real deal examples Examine how operators, acquisitions teams, and investment shops are using AI tools in live workflows—from initial screening to IC memo preparation.
 

Evaluate where AI fits in your org Identify high-impact opportunities across acquisitions, underwriting, and asset management, assess data readiness, and prioritize use cases with real ROI.
 

Prep your team and systems for implementation Understand what makes rent rolls, financials, offering memoranda, and market data "AI-ready," how to choose vendors, and how to structure workflows for adoption.
 

Stay ahead of what's coming
Look beyond the buzzwords—explore what's next in document intelligence, autonomous deal screening, real-time portfolio analytics, and the collapsing cost of custom software.

The Workshop Will Cover

What Is AI and How Does It Work?

• Evolution of AI and key model types
• Models vs. applications vs. automation
• Agentic AI and human-in-the-loop frameworks
• Capabilities—and current limitations
   

AI in Deal Screening & Market Analysis

• Automated deal intake and initial filtering
• Market research and submarket analysis
• Comp identification and rent benchmarking
• Demographic, supply pipeline, and macro risk analysis
   

AI in Financial Modeling & Underwriting

• Rent roll extraction and normalization
• Automated cash flow modeling and scenario analysis
• Assumption validation and stress testing
• Cap rate analysis and valuation benchmarking
   

AI in Due Diligence & Document Review

• Lease abstraction and key term extraction
• Operating statement analysis and expense benchmarking
• Environmental, title, and survey document review
• Offering memorandum parsing and summarization
   

How to Implement AI in an Underwriting Organization

• Identifying workflows AI can meaningfully enhance
• Assessing data quality and readiness
• Platform vs. point solutions
• Build vs. buy decisions and vendor evaluation
• Change management and team enablement
   

What's Next for AI in Real Estate Underwriting

• Autonomous deal screening and triage
• Real-time portfolio monitoring and reunderwriting
• AI-generated IC memos and investment recommendations
• How AI reshapes roles across acquisitions and asset management teams