Educational Workshop: AI in Underwriting

About the Workshop

An interactive workshop for investors, developers, lenders, and operators exploring how AI is being applied to real estate underwriting—from deal screening to IC memos.

Underwriting has always been about speed, judgment, and pattern recognition. AI is now changing all three—but most teams aren’t sure what’s actually possible, what’s reliable, and what introduces new risk.
 

Over 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 acquisitions, development, and credit.
 

We’ll explore how AI is being used to accelerate deal screening, automate assumptions, abstract documents, stress test scenarios, and support investment decision-making—then focus on implementation: where AI adds leverage, where human judgment still matters, and how to deploy AI without breaking trust, governance, or IC discipline.
 

You’ll leave with a practical framework for applying AI in underwriting—plus tools to avoid hype and focus on accuracy, speed, and decision quality.
 

Participants will receive pre-read materials, including framing decks and underwriting-specific examples, and gain post-workshop access to Circle, where we’ll share recordings, tools, vendor lists, and implementation guides.

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 for investment teams.
 

Explore underwriting-specific use cases

See how AI is being applied to deal intake, rent comps, expense normalization, sensitivity analysis, and memo generation.
 

Learn from real underwriting workflows

Walk through examples of AI-assisted screening, model support, and risk analysis used by active investors and lenders.
 

Evaluate where AI fits in your process

Identify which parts of underwriting benefit from automation vs. judgment, and where AI improves speed without sacrificing rigor.
 

Prep your data, models, and team

Understand what makes underwriting data “AI-ready,” how to structure assumptions, and how to integrate AI into Excel-first workflows.
 

Stay ahead of what’s coming

Explore what’s next in automated modeling, document intelligence, and AI-supported IC processes.

Questions about the workshop?
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