An interactive workshop for owners, operators, developers, acquisitions teams, and asset managers exploring how AI is reshaping underwriting—from deal screening to investment committee.
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, anddue 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.
Over the past decade he has co-founded General Assembly, a pioneer in education and career transformation specializing in today’s most on-demand skills, as well as Common, a multifamily operating company focused on innovative housing typologies like coliving.
Contact the host →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
Format & access
One live session
Held live on Zoom, with time for questions throughout.
Recorded for everyone
The full recording is sent to every registrant, whether or not you attend live.
Slides & materials
Participants receive the workshop slides, case studies, and implementation tools.
Private Circle community
Post-workshop access to Circle, with recordings, resources, and the Thesis Driven community.
Hear from our alumni
"Brad and Paul opened my eyes to how real estate deals get put together, where incentives lie, and how we might create business cases for proptech and climate tech. Great stuff!"
"A perfect introduction to the most important real estate concepts, distilled down in the perfect way to absorb and retain. Paul and Brad clearly thought a lot about how to actually educate, not just data-dump the group."
"Excellent course that guides you through a fictional case study with detailed explanation of every single step for all personas at every stage of a real estate deal. I highly recommend enrolling."
"Huge thank you for an amazing five weeks. The 'Selling into Real Estate Owners' course content is a goldmine for anyone building or selling in PropTech, and the weekly cohort discussions are a rare chance to learn directly from peers."
"A collection of engaging and collaborative sessions on how to launch and structure a venture into real estate. Paul and Brad put on a great class with an even better collection of participants."
Frequently Asked Questions
Will participants receive a copy of the materials?
Yes. All registered participants will receive an invitation to join our private Circle community. Recordings and slides will be uploaded within one week of the workshop ending.
I can’t make this time—will a recording be available?
Yes. All registered participants receive access to the recordings and materials via Circle, even if they cannot attend live.
Do I need a technical or data science background?
No. This workshop is designed to be accessible to real estate professionals across asset classes and organization sizes.
As featured in
AI in Underwriting
Live on Wednesday, May 20, 12-2pm ET. $299.
Register for this workshopRecordings are sent to all registered attendees, whether or not you attend live.