AI in Underwriting Workshop
How AI is changing deal analysis, risk assessment, and investment decision-making
An interactive workshop for investors, developers, lenders, and operators exploring how AI is being applied to real estate underwriting—from deal screening to IC memos.
May 20 — 12:00–2:00pm ET
The session will be recorded and shared with all participants.
About the Workshop
Underwriting has always been about speed, judgment, and pattern recognition. AI is now changing all three—but most teams aren’t sure what’s actually possible, what’s reliable, and what introduces new risk.
Over a two 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 acquisitions, development, and credit.
We’ll explore how AI is being used to accelerate deal screening, automate assumptions, abstract documents, stress test scenarios, and support investment decision-making—then focus on implementation: where AI adds leverage, where human judgment still matters, and how to deploy AI without breaking trust, governance, or IC discipline.
You’ll leave with a practical framework for applying AI in underwriting—plus tools to avoid hype and focus on accuracy, speed, and decision quality.
Participants will receive post-workshop access to our community on Circle, where we’ll share recordings, recommended tools, curated vendor lists, and implementation guides.
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 for investment teams.
Explore underwriting-specific use cases
See how AI is being applied to deal intake, rent comps, expense normalization, sensitivity analysis, and memo generation.
Learn from real underwriting workflows
Walk through examples of AI-assisted screening, model support, and risk analysis used by active investors and lenders.
Evaluate where AI fits in your process
Identify which parts of underwriting benefit from automation vs. judgment, and where AI improves speed without sacrificing rigor.
Prep your data, models, and team
Understand what makes underwriting data “AI-ready,” how to structure assumptions, and how to integrate AI into Excel-first workflows.
Stay ahead of what’s coming
Explore what’s next in automated modeling, document intelligence, and AI-supported IC processes.
The Workshop Will Cover
What Is AI and How Does It Work?
Evolution of AI and key model types
Models vs. tools vs. automation
Agentic AI and human-in-the-loop frameworks
Capabilities—and limitations in financial analysis
AI in Deal Screening & Intake
Automated deal summaries and data ingestion
OM, rent roll, and T12 abstraction
Rapid downside and upside flagging
Prioritizing deals at scale
AI in Financial Modeling & Analysis
Assumption generation and normalization
Sensitivity and scenario analysis
Market and comp set analysis
Supporting—not replacing—Excel models
AI in Risk, Credit, and IC Support
Identifying underwriting blind spots
Stress testing assumptions
IC memo drafting and consistency
Auditability, explainability, and trust
How to Implement AI in Underwriting
Mapping AI to each step of the underwriting process
Assessing data quality and reliability
Platform vs. point solutions
Build vs. buy decisions
Governance, controls, and error management
What’s Next for AI in Underwriting
Automated model generation
Continuous market feedback loops
AI-supported portfolio monitoring
How underwriting roles evolve—not disappear
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
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, tools, vendor lists, 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 a wide variety of real estate professionals.