Underwriting still eats up hours that should go to sourcing, relationships, and judgment calls. Rent rolls are retyped by hand. Pro formas get rebuilt deal after deal. Screening a marginal site takes almost as long as underwriting a real one.

Claude for Excel changes that math.

In this fast-moving session, we'll go from start to finish: extracting rent rolls and T-12s directly from an offering memorandum, running a back-of-the-napkin deal screen, building a five-year value-add pro forma from scratch, and populating it with a live deal in minutes.

Then we'll push further, comparing base, upside, downside, and stress-case scenarios, auditing AI-generated models so you know what to trust, and building a custom Claude Skill loaded with your firm's acquisition criteria to create a repeatable underwriting workflow.

This isn't a theoretical AI session or a product demo. It's a practical walkthrough designed for people who underwrite commercial real estate and want to spend less time formatting spreadsheets and more time making investment decisions.

You'll leave with a working model, a reusable Claude Skill, and a faster path from OM to IC memo.

Participants will receive post-workshop access to our private Circle community, where we'll share the workshop recording, slides, templates, and additional implementation resources.