Insights
Underwriting, infrastructure, and what moves a deal.
Field notes from 150-plus institutional deals: how to read a sponsor's numbers, structure deal data, and walk into any room with the answer ready.
No. 03 · September 2026 · 4 min read
Three lessons from underwriting over 150+ multifamily deals
Where sponsor assumptions break, what to do when the data you asked for is late, and why the sprint on a live deal is never actually the deadline.
Read the postNo. 02 · September 2026 · 3 min read
What AI won't find
A multifamily tax analysis that AI would have gotten wrong faster. The comp was perfect, the number was still off, and the answer was never written down.
Read the postNo. 01 · July 2026 · 5 min read
Not Everything Should Be AI. Most of It Should Be Wired.
CRE AI adoption often starts in the wrong place. There is a one-sentence test to determine what actually needs to be done, and it never mentions AI.
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