Donal Warde - Thesis Driven

Why AI Has Struggled to Break Into Mortgage Lending

Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.

Jenny Song Apr 16, 2026

Thesis Driven Operator Database: Introducing Signals

Real-time intelligence for vendors and capital, built around tracking how the real estate industry actually moves.

Daniel Heller Apr 15, 2026

Real Estate Investment

The Return of the Townhouse

An endangered housing typology is en vogue once more

Brad Hargreaves Apr 14, 2026

Donal Warde was VP Portfolio Management at HQ Capital ($11B AUM), CEO at Portico (TF Cornerstone spin-out) and Entrepreneur in Residence at American Family Insurance. Columbia MBA.

1 article

Proptech

Four Stories of AI in Action

Case studies from real estate companies implementing AI to solve real problems from delinquency to diligence

Donal Warde Nov 18, 2025