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.
What Is an AI Agent in CRE Underwriting?
A tool, a workflow and an agent are three different things, and a chat window is none of them. The distinction decides what breaks on a live deal.
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AI agents in CRE: build the infrastructure before you hire them
Why I kept AI agents off real work until the structure was ready, the two kinds of rules they run under now, and the one test that sorts them.
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Three lessons from underwriting 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.
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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.
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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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