Most lower-middle-market operators run acquisitions the same way: monitoring broker blasts, working a relationship network, manually reviewing OMs, and screening deals one at a time. It works, but it doesn't scale. When your team is small and your buy box is specific, the math is unforgiving: you need to see more to close more, and there are only so many hours in the day.

That constraint is starting to loosen.

A new class of AI tools, led by general-purpose models like Claude alongside purpose-built real estate platforms, is making it possible for lean acquisition teams to monitor markets more broadly, screen opportunities faster, and produce institutional-quality analysis without adding headcount. The operators who learn to use these tools won't just save time. They'll see deals others miss, move faster on the ones that matter, and punch well above their weight in competitive processes.

This workshop is a practical, two-hour session built around a real scenario: you're a lower-middle-market operating company with a defined buy box and a small team, and you need to build an acquisition pipeline that performs like a firm three times your size. We'll walk through how to do it, from automated deal sourcing and screening through AI-assisted underwriting and memo preparation, using tools you can set up and start using immediately.

We'll build live workflows and a working AI agent using Claude, demo real estate-specific platforms, and show you how to connect publicly available data sources into a repeatable acquisition system. You'll leave with frameworks, prompts, and workflows you can take back to your shop and put to work.