AI in Underwriting Workshop
How AI is changing deal analysis, risk assessment, and investment decision-making
A two-session interactive workshop for investors, developers, lenders, and operators exploring how AI is being applied to real estate underwriting—from deal screening to IC memos.
📅 Session 1: February 20 — 12:00–2:00pm ET
Both sessions 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
A live session: One 2 hour live session
Post-workshop access: Circle community with chats and forums to continue the discussion
Post-workshop resources: recordings, tools, vendor lists, and implementation resources
❓ Frequently Asked Questions
Will participants receive the materials?
Yes. All attendees will receive slides, examples, and implementation frameworks after the workshop.
I can’t attend live—will recordings be available?
Yes. Recordings will be shared with all registered participants after the workshop.
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.