About this Event
Presented by Apex. Tillett Realty Group is a proud sponsor of this event.
AI STRATEGY & DEAL-FLOW EXECUTION is an executive-level, hands-on intensive for Commercial Leasing Brokers, Private Equity Syndicators, M&A Advisors, and Real Estate Deal Teams who want to put AI to work in real dealmaking.
FORMAT: 2 sessions, 8 hours total (4 hrs/day, one week apart)
Day 1: Tue, Oct 27, 10am-2pm — Discovery & Underwriting
Day 2: Tue, Nov 3, 10am-2pm — Execution & Governance
Focus: CRE & M&A Dealmaking
DAY 1: DISCOVERY & UNDERWRITING
Hour 1 – Sourcing & Off-Market Intelligence: AI stack briefing on enterprise LLMs and agentic workflows in PE & CRE; automated sourcing across tax records, permits, and probate filings.
Hour 2 – Lease Abstraction & Due Diligence: Ingesting 60+ page NNN leases to flag co-tenancy, termination, CAM, and escalation risks; extracting SDE/EBITDA add-backs from tax returns & P&Ls.
Hour 3 – Underwriting & Sensitivity Models: Parsing OMs and rent rolls into pro forma models; stress-testing rate shifts, occupancy dips, and rollover timing.
Hour 4 – Capital Syndication & Investor Decks: Drafting PPM summaries, pitch decks, and LP waterfall messaging for accredited investors.
DAY 2: EXECUTION & GOVERNANCE
Hour 1 – Live Extraction Lab & Audits: Processing real attendee lease packages and financials; synergy mapping for bolt-on acquisitions.
Hour 2 – Custom "Deal Copilots" & Automation: Building custom GPTs with proprietary underwriting rules and hurdle rates; automating outreach sequences.
Hour 3 – M&A Negotiations & Governance: Leverage points in LOIs, seller financing, and OpCo/PropCo structures; PII redaction and NDA compliance.
Hour 4 – 90-Day Implementation Roadmap: Firm-wide rollout across sourcing, underwriting, syndication, and portfolio management; prompt library setup.
KEY TAKEAWAYS
- Production-ready lease & P&L abstraction prompts
- Your own secure "Deal Copilot" setup
- A 90-day deal-flow implementation roadmap
- An enterprise PII & NDA compliance protocol
Bring one complex lease or P&L package for the Day 2 live lab.
Event venue & nearby stays
Inland Valleys Association Realtors, 3690 Elizabeth Street, Riverside, United States
Concerts, fests, parties, meetups — all the happenings, one place.