Thesis Driven Workshops

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

A three-hour, fully hands-on session where you build and publish a real website for your development firm on your own domain, using AI to plan, write, and assemble it, and leave able to update it yourself.

A tactical workshop on finding the right JV partner, structuring the deal, and negotiating operator-friendly terms.

A hands-on, two-hour build session: turn a closed quarter's accounting exports into a reconciled dataset, encode your fund's waterfall once, and produce an LP letter and per-LP capital account statements in your firm's voice, with a verification layer you trust enough to sign.

A one-day interactive workshop designed for real estate operators, entrepreneurs, and investors looking to structure or invest in OpCo/PropCo platforms.

A hands-on, two-hour workshop on using AI to source, screen, and underwrite deals, including building a working acquisition agent with Claude, so a lean team can perform like one three times its size.

A 3-hour workshop on the full distressed dealmaking toolkit, sourcing notes and defaulted paper, underwriting the loan and the collateral together, running the workout, and structuring the recap that ends in control.

A two-hour session comparing Claude, ChatGPT, Gemini, and Copilot on real estate workflows, side by side, that leaves you with a decision framework for what your firm should standardize on, plus the techniques to get more from whichever you already pay for.

A 90-minute hands-on workshop on building an ongoing market-intelligence system in Claude, a visualization, an AI wiki, and a research agent, so small sponsors can out-see far bigger teams.

A two-day interactive workshop designed for real estate investors, developers, and capital allocators who want to understand, and invest in, the data center asset class.

A live, interactive workshop designed for real estate sponsors, fund managers, and capital raisers looking to access institutional-scale capital, including pensions, endowments, OCIO platforms, large family offices, and RIAs.

A two-hour interactive workshop designed for real estate GPs, capital raisers, investor relations professionals, and fund managers who want to build and deploy an AI agent that runs your capital raising operation, from investor research and outreach to content creation and LP communications.

A three-hour year-end working session with Brad Hargreaves and Paul Stanton. Participants leave with a written 2027 capital-raising plan, the materials a raise depends on, and AI workflows for running it with a small team.

A three-hour, case-based intensive on selling into real estate owners, developers, and investors: how the industry buys, who the real decisionmakers are, how to make the financial case in their vocabulary, and how to build inbound, outbound, and nurture that fit a six-to-twelve-month deal cycle.