An interactive workshop for owners, operators, developers, acquisitions teams, and asset managers exploring how AI is reshaping underwriting—from deal screening to investment committee.
May 20 — 12:00–2:00pm ET
The session will be recorded and shared with all participants via Circle.
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, and due 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.
Participants will receive post-workshop access to our community on Circle, where we'll share recordings, course materials, and curated vendor lists.
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.
What Is AI and How Does It Work?
AI in Deal Screening & Market Analysis
AI in Financial Modeling & Underwriting
AI in Due Diligence & Document Review
How to Implement AI in an Underwriting Organization
What's Next for AI in Real Estate Underwriting
Within one week of the workshop ending, participants will receive access to:
Circle is where we host all workshop materials and continue the conversation. Members also gain access to a live, active community of real estate investors, developers, operators, and capital allocators to connect, ask questions, and continue the discussion beyond the session.
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.
