AI STRATEGY & DEAL-FLOW EXECUTION

2-day AI dealmaking intensive (Oct 27 & Nov 3, 10am-2pm) for CRE brokers, PE syndicators & M&A advisors. Presented by Apex; sponsored by TRG
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.