How Are Real Estate Investment Firms Using AI to Streamline Modeling?

Hey everyone —

Curious to hear how your firms (or others you know of) are using AI to drive efficiency in real estate investment workflows. Specifically:

  • Are you leveraging AI to help model acquisitions or developments faster?
  • Any tools or custom setups helping automate updates to existing property or fund models based on actual performance?
  • Have you integrated GPT-style tools into your underwriting or reporting process (even just for internal memos, model reviews, or Excel logic help)?

I’m helping my team explore where AI can make the biggest impact across a portfolio-heavy, Excel-driven real estate platform — would love to learn what’s worked (or not worked) for others in the space.

Appreciate any insights or examples. Happy to share what we learn as we build this out.

Thanks!

2 Comments
 

To add to this, has anyone used the following (account's new so cannot post links):

  • OMs: Henry
  • Plans: Bild
  • General tasks: Closera
  • Prospecting: Pares

I've heard negative things on Henry, so suspecting these aren't there yet. Nonetheless, when they get it "right," game changer. Pisses me off because I've been advocating to build these tools lol. Part of me hopes they shit the bed so I can come in later and sweep up.

 

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