AI in Underwriting Workshop
How real estate operators are analyzing deals, modeling risk, and making investment decisions with AI
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.
About the Workshop
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.
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: Two hours in one day
Post-workshop access via Circle: All participants will receive an invitation to join our private Circle community after the workshop concludes.
Within one week of the workshop ending, participants will receive access to:
Full session recordings
Slides and presentation decks
Case studies and implementation frameworks
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.
Post-workshop resources: recordings, presentation deck, case studies and implementation resources
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.