How to Screen Multiple CRE Deals at Once with AI
Acquisitions teams have a throughput problem. You get 10 OMs in your inbox on Monday morning, but your analyst can only underwrite a few deals per day. As a result, opportunities go stale before you even review them, which is exactly the problem parallel AI deal underwriting is designed to solve. Instead of processing deals […]
AI-Powered Due Diligence Checklists for CRE Acquisitions
Most due diligence checklists in CRE start as a generic template. You remove what doesn’t apply, add what does, and hope nothing gets missed. However, an AI due diligence checklist workflow changes this completely by generating a checklist tailored to the actual deal. Instead of editing old templates, you start with a deal-specific checklist built […]
How to Build Repeatable AI Workflows in Excel with Shortcut Skills
The biggest frustration I hear from CRE professionals using AI in Excel is inconsistency. You can run the same deal twice and get completely different outputs. However, an AI underwriting skills workflow solves this by standardizing how every deal is analyzed and formatted. Instead of unpredictable results, you get consistent models every time. The Problem: […]
How to Use AI to Audit a GP’s Underwriting Model
If you’re an LP evaluating a GP’s deal model, you probably know the drill. You get a clean spreadsheet, a polished pitch deck, and a limited time to respond. However, this AI deal model review workflow gives you a faster and more reliable way to analyze everything before the call. Instead of relying on trust […]