AI in Due Diligence
How real estate teams are using AI to accelerate due diligence, surface risk, and close deals faster
An interactive workshop for owners, operators, developers, acquisitions teams, asset managers, and the legal and finance professionals supporting them—exploring how AI is reshaping due diligence from LOI to close.
Thursday July 9, 2026 — 12:00–2:00pm ET
The session will be recorded and shared with all participants via Circle.
About the Workshop
Due diligence is where AI is delivering the most measurable value in commercial real estate today. The work is document-heavy, pattern-driven, and time-compressed—exactly what current AI tools are good at. But most teams are still doing DD the way they did a decade ago: junior analysts buried in data rooms, attorneys abstracting leases line by line, and acquisitions teams racing to close before something gets missed.
In a 2-hour live session, we'll go deep on real-world DD use cases across lease abstraction, financial review, physical and environmental DD, and legal review. We'll examine how leading operators are using AI to abstract leases, normalize T-12s, reconcile rent rolls, parse PCRs and Phase I reports, and summarize title commitments across multifamily, office, industrial, and retail.
Critically, we'll cover both sides of the build-vs-buy decision: specific best-in-class off-the-shelf vendors operating in the DD space today, and foundation model approaches (Claude, GPT, Gemini) for teams who want to build their own workflows. Most operators end up using both, and we'll show you how to decide which workflows belong where.
You'll leave with a practical framework for applying AI to your DD process and a clear view of the vendor landscape.
Who Is This For
This workshop is built for the people who actually run DD: acquisitions analysts, asset managers, in-house counsel, and operations leaders—plus the founders, principals, and partners who oversee them. It's relevant across multifamily, office, industrial, and retail, and across organization sizes from emerging managers to institutional shops. No technical background required.
You'll Learn How To
Apply AI across the full DD document set — leases, T-12s, OMs, rent rolls, PCRs, Phase I reports, surveys, title commitments, and loan documents.
Evaluate the vendor landscape — understand which off-the-shelf tools lead in lease abstraction, financial review, and environmental analysis, and where they fall short.
Decide when to use foundation models directly — when a frontier model with a thoughtful prompt beats a vendor, and when it doesn't.
Get your data room AI-ready — what to organize, how to structure it, and what your counsel and lenders will accept.
Build a DD workflow that scales — where to start, which deals to pilot on, and how to roll AI out across acquisitions, asset management, and legal.
See where this is heading — autonomous DD agents, real-time post-close monitoring, and how the analyst and paralegal roles are changing.
The Workshop Will Cover
The DD Stack and Where AI Fits A quick map of the DD process from LOI to close, and where AI delivers real value today vs. where it's still hype.
AI in Lease and Tenant Document Review Lease abstraction, estoppels, rent roll reconciliation, and tenant-level risk surfacing across asset classes.
AI in Financial DD T-12 normalization, expense benchmarking, reconciling pro forma to actuals, and surfacing anomalies and hidden liabilities.
AI in Physical, Environmental, and Title Review PCR parsing, Phase I/II summarization, survey and title commitment review, and building deal-specific risk dashboards.
AI in Legal and Closing Workflows Loan document review, covenant extraction, lien and litigation searches, and AI-generated closing and IC memos.
Vendors vs. Foundation Models A walkthrough of best-in-class off-the-shelf vendors in the DD space, paired with foundation model approaches (Claude, GPT, Gemini) for teams building their own. Build-vs-buy frameworks and when to use each.
Implementation Data room readiness, vendor evaluation, change management, and rolling AI out across acquisitions, asset management, and legal.
What's Next Autonomous DD agents, real-time post-close monitoring, and how the analyst, paralegal, and asset manager roles evolve.
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
A curated vendor list
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.
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, slides, and the vendor list 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.
Is this only for acquisitions teams? No. The content is built for anyone involved in DD—acquisitions, asset management, in-house counsel, finance, and the third parties (attorneys, consultants, lenders) who support them.