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AI for Real Estate

Dr. Adam Gower

AI for Real Estate Pros is a demo-driven podcast showcasing the most innovative AI tools being deployed across commercial real estate. Each episode goes beyond theory. You see the platforms in action - sourcing deals, parsing OMs, underwriting in seconds, optimizing operations, improving tenant performance, enhancing investor reporting, and positioning assets for exit. Commercial real estate has long relied on manual, fragmented workflows. This show highlights the founders, products, and practical implementations that are redesigning those workflows with AI. Hosted by Adam Gower Ph.D, a 30-year CRE principal and advisor with multi-billion-dollar transactional experience, the podcast focuses on what actually works - not hype, not headlines. If you want to understand how AI is reshaping the full deal lifecycle - and how to apply it inside your own firm - this is where you start. Newsletter: GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

472 - Why Firm-Wide AI Beats Individual Tools

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472 - Why Firm-Wide AI Beats Individual Tools
Most CRE sponsors treat AI as a collection of separate tools but the firms pulling ahead are building something fundamentally different: a single integrated stack where every layer of the operation, from deal sourcing to asset management, feeds the same system. Adir Levitas, founder and CEO of Faropoint, has been building that for seven years across a portfolio now exceeding $5 billion in assets and 550 buildings.
65% market coverage is the acquisition edge. Faropoint built a proprietary platform that captures nearly two-thirds of all small bay industrial deal flow in its US target markets - in real time. That is seven years of broker relationships trained to a purpose-built system. AI now benchmarks rent accuracy above human analysts. The REXy AI suite estimates market rent, models tenant renewal probability, and forecasts submarket rent growth. Faropoint uses it as an internal performance benchmark - proof that they leased above market, not just a claim. Investment professionals are building the software. Faropoint's senior management team, not engineers, are building the front ends for Faropoint's core platforms using AI coding tools. The tech team supplies infrastructure. The business team drives product. The silo is gone. The operational implication is straightforward: if a $5B industrial manager is already running acquisitions at two properties per week through an AI-native deal stack, the firms without equivalent infrastructure are not competing on the same terms. Institutional LPs are now treating AI integration as a due diligence criterion, not a bonus feature. GPs who cannot demonstrate a real answer to that question in the next fundraise cycle will feel it. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Tue, 23 Jun 2026 - 48min
471 - 91% of Real Estate Firms Know AI. 9% act.
Most commercial real estate firms believe AI will transform their business. Only 9% have done anything about it. That is not a technology problem. It is a workflow problem - and no one is asking the right question to close the gap. Eglae Recchia, CEO of Keyway, has been building purpose-built AI infrastructure for CRE for five years. Her read on the 91% is direct: the industry moved toward solutions before identifying the problems. Three things worth noting from the conversation:
The build-vs-buy math is settled. A CTO she spoke with recently gave his team open access to general-purpose LLM APIs. They spent $100,000 in tokens in a month and got inconsistent outputs. Keyway's entire team works on one problem. A CRE firm's tech team does not. Hallucinations are an underwriting liability. General-purpose models produce different answers to identical inputs. That is tolerable for email drafts. It is not tolerable in a fiduciary environment. Keyway's agent orchestration layer, trained on thousands of CRE deals and tens of thousands of OMs, enforces consistency. 50,000 data points per asset, normalized in real time. The platform surfaces the delta between an OM's claimed comp set and what the market actually shows - along with a similarity score and a corrected set - in under two minutes. Firms that identify which workflow to hand to AI first will compress analysis cycles that currently consume senior analyst time. Firms that keep waiting for a cleaner entry point will find their competitors have already moved on to the next workflow.
Tue, 16 Jun 2026 - 48min
470 - The CRE Sponsor Pulling Ahead on AI
Most CRE firms say they're using AI. What they mean is someone has a ChatGPT tab open. Michael Episcope, co-CEO of Origin Investments, has spent the last six months actually embedding it - across every division, inside a secure enterprise layer, with dedicated integration staff and monthly data audits by department. Here is what he found:
Lead with the opportunity: Clean data is a competitive asset. Origin is already running real-time portfolio queries in divisions where data is properly structured. The firms that treat the data audit as a priority project - before the AI layer - are the ones that will have that capability first. Lead with the capability: Real-time portfolio intelligence, firm-wide, in under 90 days. Portfolio data, cash flow statements, fundraising figures - all available to leadership on demand. Division heads freed to focus on what they were hired to do. The threat is not the technology - it is the competitor. Episcope told his team directly: AI won't replace you, but someone who knows AI and knows your job will. Origin is already hiring roles that did not exist four years ago. Firms that are not building this now are not just standing still. They are operating a business model that is five years old while the firm down the street runs 50 miles an hour faster. Episcope puts the early-mover window at 18 months to two years. After that, this is table stakes, not differentiation. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 03 Jun 2026 - 53min
469 - How CRE Loan Brokers Automate Capital Markets
CRE brokerages have spent tens of thousands configuring Salesforce. Nobody uses it. The data is stale, the pipeline is fiction, and the analyst is entering last week's emails at 8pm to stay compliant. Yaakov Zar, founder and CEO of Lev.com, has spent six years building a system to fix exactly that.
AI-native deal management, not a retrofitted CRM. Lev ingests documents, extracts deal facts, resolves conflicts across sources, and surfaces a single source of truth - without manual data entry. The lender outreach problem is structural, not behavioral. Brokers don't fail to follow up because they're lazy; they fail because tracking 30 lender responses across email, Excel, and Salesforce is an analyst job that breaks at scale. Lev automates the intake, parsing, and quote matrix automatically. The platform is now open infrastructure. API, MCP connectors, and a CLI mean firms can build their own CRE operating system on top of Lev's deal data layer - rather than vibe-coding something that breaks under enterprise compliance requirements. Firms that keep running capital markets on spreadsheets are not just inefficient - they are building institutional knowledge in a format that walks out the door with every departing analyst. The structural advantage of organizations that systematize this data now will compound. For firms that wait, the gap will not close. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 27 May 2026 - 50min
468 - How to Find Off Market Land Deals in Minutes
Most development firms are competing over 1.5% of US land. The other 98.5% - 158 million parcels - exists. It just takes hours per parcel to analyze, which most teams can't afford to do at scale. So they don't. They fight over the same listed inventory everyone else can see. Oliver Alexander, founder of Prophetic Software, built a platform to change that calculus.
AI-interpreted zoning across every US municipality. Single family detached housing alone has more than 9,000 naming variants across US zoning codes. Pre-AI search couldn't normalize that. Prophetic's Zone AI does, with citations back to the source document so developers can verify before committing capital. Analysis time: three hours to six minutes. That's the gap between how long it takes a trained analyst to answer ten basic questions about a parcel using county websites versus doing the same task in Prophetic. The platform covers site size, zoning, wetlands, environmental flags, owner contact, and affiliated holdings. Preliminary site plans in two to five minutes. Before a developer spends weeks and thousands of dollars on engineering, Site AI generates a preliminary unit count estimate - environmental constraints included - in the time it takes to make a cup of coffee. The firms that are going to win the next cycle of development are not the ones with the most analysts. They're the ones that can evaluate more sites faster and close on the ones nobody else found. The tools to do that now exist. The development firms still running this on county websites and Excel are not behind on software - they're behind on deal flow. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 06 May 2026 - 57min
467 - AI Hotels Can't Actually Use
Most hotel technology investment is stuck in a waiting room called Hilton approval. Jake Wurzak, founder of DoveHill Capital - 20 hotel properties, 11 managed directly - has spent the past year mapping exactly where AI can and cannot reach inside his own portfolio.
Brand lock-in is the actual bottleneck. Hilton, Marriott, and Hyatt control the core technology stack at every affiliated hotel. Revenue management, check-in systems, guest data - all locked. Third-party AI platforms cannot be substituted without brand cooperation, which moves slowly. The workaround is agentic AI running on top of legacy systems. Rather than waiting for a brand-sanctioned AI product, DoveHill is testing AI agents that operate within existing platforms the same way a human employee does. No new integration. No vendor approval. The agent replaces the labor, not the system. The back-of-house opportunity is larger than most operators realize. Housekeeping scheduling, purchasing, and data-linking between accounting and BI platforms are all being done manually at most hotels today. One senior employee at DoveHill spent six hours linking data between two competing software systems. That task is automatable now. The sponsors who figure this out early are not the ones waiting for Marriott to ship an AI product. They are the ones putting agents on top of the systems they already have. The gap between what independent and boutique operators can deploy versus what a branded hotel can deploy is already widening. In three years, that gap will be visible in NOI. Listen to the full conversation, including specific tool applications and how DoveHill is rolling out Claude across its investment team. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 29 Apr 2026 - 50min
466 - Why 50% of U.S. CRE Listings Pass through Buildout
Most commercial real estate brokerages are still running their operations on Excel, PowerPoint, and three separate tools that don't talk to each other. Every time data moves between them, something degrades. The broker pays for it in time. Helen Calvin, CEO of Buildout - the platform that processes roughly 50% of U.S. commercial listings - sat down with me to walk through what end-to-end brokerage operations software actually looks like in practice, and where AI fits into it. Three things from the conversation that are worth sitting with: • The chassis problem has moved. AI has largely solved underwriting throughput. Acquisition teams that previously underwrote five deals a week are now moving through 50. The bottleneck is now downstream - deal processing, follow-up workflow, relationship management. Firms with fragmented operations there are about to feel this. • A one-person shop can now deliver an institutional-grade client experience. One Buildout user - no admins, no team - received client feedback describing it as one of the best commercial real estate buying experiences they'd had. The platform does the operational work. The broker does the relationship work. • Building your own AI agent stack is usually the wrong call. The buy-versus-build calculus applies here as everywhere else. A software company whose only job is optimizing CRE brokerage workflows accumulates design decisions that take months to rediscover. The time spent configuring agents is time not spent on deals. Calvin's framing on where AI hits its limit is precise: it can automate the analytical willingness to buy. It cannot create the emotional willingness to buy. That's the wall. The firms that understand this - and invest accordingly in the infrastructure that handles everything up to that wall - will have a structural advantage over those still moving data manually between tools. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for both capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 22 Apr 2026 - 45min
465 - The Data Layer Reshaping Real Estate Decisions
Most CRE firms do not know how their data is performing. They know the assets. They do not know whether the numbers coming out of their ERP, their property management system, and their third-party data feeds are consistent, auditable, or actually connected. When AI gets layered on top of that mess, it produces confident-sounding outputs nobody can verify. LD Salmanson, co-founder and CEO of Cherre, has spent seven years building the infrastructure layer that sits underneath the AI.
The alternative is manual - and it breaks. Teams of consultants collect, distill, and rebuild data processes every few years. When staff leave, institutional knowledge leaves with them. The process erodes; you rebuild it. Compliance is non-negotiable. For clients reporting to public markets, "the LLM said so" is not a defensible audit trail. Every data point needs a traceable chain of custody from source to final figure. The engineering function is changing faster than hiring cycles. Cherre has moved to a model where engineers design and govern agents rather than write code. Salmanson expects manual coding to be largely redundant within six months. Firms that have not solved the data layer first will find themselves unable to deploy AI in any operationally meaningful way. The gap between firms that have built this infrastructure and those that haven't will be visible - and measurable - within the next 12 to 18 months. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for both capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 15 Apr 2026 - 59min
464 - Turning Lease Documents Into Intelligence with AI
My podcast/YouTube show guest today, Cameron Steele has spent the last several years tackling a problem most commercial real estate firms don't realize they have. As the co-founder and CEO of Prophia, his focus is simple: turn the most important documents in CRE - leases - into usable intelligence. The issue is that much of the economic blueprint of commercial real estate still lives inside legal documents. And most firms are still extracting that information manually. In our latest conversation, Cameron walks through how AI is beginning to change that. In brief: • Lease documents remain the ultimate source of truth in CRE • Yet much of the data inside them is still trapped in unstructured text • Many firms still rely on manual lease abstraction processes • AI can now convert those documents into structured intelligence • That data can power portfolio analysis, risk management, and reporting Our conversation answers several questions CRE professionals regularly face: • What kinds of operational insights become possible once lease data is queryable? • What happens when lease terms are buried inside hundreds of legal documents? • Why is lease data still managed manually across much of the industry? • How can AI connect structured and unstructured data in real estate? • Why is change management the biggest barrier to adoption? Cameron captures the broader issue in one observation: "It's stunning that this industry, which is so large… is still manually compiling data like this." If you manage portfolios, analyze assets, or oversee leasing exposure, this conversation provides a useful look at how data infrastructure in CRE may evolve over the next decade - and how one shop, Prophia, is doing it today. Well worth the watch. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for both capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 08 Apr 2026 - 1h 04min
463 - Real-Time Asset Management, Finally
Most multifamily asset managers are still assembling reports. Colin Green built software to eliminate that step entirely. Colin is the founder of BubbleGum BI, a business intelligence platform designed specifically for multifamily asset managers. Before launching it, he built the tool for himself - nights and weekends - to solve the frustration of pulling rent rolls, cleaning spreadsheets, and waiting on Monday Morning Reports. The result is a real-time operating layer. In our conversation, Colin answers five important questions for serious CRE operators:
How do you measure renovation spreads accurately at the unit level? Where does AI realistically fit into asset management workflows today? How should retention be monitored before it hits the income statement? Can you benchmark management companies across markets objectively? What happens when occupancy, renewals, and comp data refresh daily instead of weekly? One of his more pointed observations: "It's not good using old data. I don't understand how we can make decisions for the future with data that's a week or a month old." The interesting part is that AI is not the headline. Clean data is. Colin's longer-term vision includes AI agents flagging risks, pricing mismatches, and renewal exposure daily. But he is clear that the foundation has to be structured, integrated data first. If you oversee multiple assets and still rely on static reporting packages, this episode is worth your time. It's what operational clarity looks like when reporting friction disappears. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for both capital formation - but across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 25 Mar 2026 - 50min
462 - Data Is the Real AI Advantage
The firms that win with AI in this cycle won't be the ones with the best models. They'll be the ones with the best data. My Demo Day podcast/YouTube guest today is Michael Mandel, co-founder and CEO of CompStak. Key takeaway: clean data is the moat - AI is the multiplier. CompStak spent 14 years crowdsourcing lease and sales comps from nearly 50,000 brokers and research professionals. That foundation is what makes their AI tools actually useful rather than just impressive. The practical applications worth knowing about: natural language search across 1.3 million lease comps, AI-powered rent estimations weighted by hundreds of comparable deals, and dynamic market narratives that replace what used to take an analyst team days to produce. For institutional players, the real value is portfolio benchmarking - seeing whether your rents, concessions, and lease positioning are above or below market. Not against your own assumptions, but against actual comp data. Coming in 2026: enterprise clients will be able to plug CompStak data directly into their own internal platforms, and a new prospecting tool for tenant rep brokers that surfaces opportunities based on upcoming lease expirations and tenant growth patterns. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for both capital formation - but across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 11 Mar 2026 - 58min
461 - Amazing Pitch Decks with AI
Most pitch decks are failing because PDFs no longer match how investors actually consume information, especially on mobile. That is the problem Avi Solomon and his team at Pulse are solving with AI. In brief: • Interactive decks increase conversions • AI now makes advanced pitch decks economically viable • Investors increasingly expect interactive, mobile-native formats Pulse feels like a category shift because the decks behave like interactive web pages not documents where on-screen motion captures attention, information is layered so investors can skim or drill down without friction, and everything is explorable. The most compelling feature is interactivity around underwriting where investors can stress tests assumptions, using the sponsor's pro-forma (hidden behind the scenes), to see how returns change. That reframes underwriting from a static presentation into a shared analytical exercise. Financials follow the same logic. Sources and uses, pro formas, rent comps, and market data are presented at a high level first, then expanded line by line only if the investor chooses. The visuals support the story rather than overwhelm it where floor plans become 3D renderings, amenities are navigable, sponsor bios expand on demand and with video when available. Bottom line: Pulse reflects where capital formation is heading. Pitch decks are no longer just documents, they are interactive environments designed around how investors evaluate risk and make decisions. If you are still sending PDFs and hoping for engagement, this episode is worth watching. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for both capital formation - but across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 04 Mar 2026 - 49min
460 - AI Automation for Hotels
Hotels are not underperforming because demand is weak, they are underperforming because the economics of the guest relationship are still being managed manually. That is the central takeaway from my recent Demo Day conversation with Luca Zambello, Founder, and Jason Lopez, VP of Revenue at Jurny. [Full disclosure: I am an early investor in Jurny] In brief: Hotels are leaving meaningful NOI on the table by treating guest experience as a cost center rather than an operating system. What stands out
Personalization at scale is an operational advantage that directly impacts NOI. Ancillary revenues sold post-booking carry near-zero marginal cost and disproportionately expand NOI. AI changes the labor equation by shifting staff from admin and triage to actual hospitality. Centralized communications using AI work when guest intent, sentiment, and history live in one place. Jurny helps hotels systematically monetize guests beyond the room night. When guest communication is fragmented across OTAs, email, SMS, WhatsApp, phone calls, and front desks, operators lose both service quality and revenue opportunity. Once communication is centralized, automation and AI start becoming leverage. The most compelling insight is financial. As Luca puts it, a 10 percent lift in guest-driven revenue does not translate into a 10 percent NOI improvement. Because fixed costs are already covered, it can mean 30 to 40 percent relative to current NOI. Why this matters beyond hospitality What this demo really highlights is how AI is beginning to fundamentally change commercial real estate operations across asset classes. CRE is moving away from linear models where growth requires more people, more friction, and more overhead and platforms like Jurny point to a future where intelligence, not headcount, becomes the primary scaling mechanism. That shift is already underway - and it is happening faster than most operators think. Tune in to learn more – you don't need to a hotelier to appreciate the power of AI on CRE. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for both capital formation - but across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 25 Feb 2026 - 1h 03min
459 - Underwriting CRE at Speed with AI
Want to screen (waay) more deal flow for your acquisition pipeline than you do currently? Here is exactly how to do that with AI (and I'm NOT talking about some clever new way to use ChatGPT). 𝘐𝘯 𝘣𝘳𝘪𝘦𝘧: 𝘛𝘩𝘦 𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘸𝘳𝘪𝘵𝘦 𝘮𝘰𝘳𝘦 𝘥𝘦𝘢𝘭𝘴 𝘢𝘤𝘤𝘶𝘳𝘢𝘵𝘦𝘭𝘺 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘣𝘳𝘦𝘢𝘬𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘦𝘹𝘪𝘴𝘵𝘪𝘯𝘨 𝘱𝘳𝘰𝘤𝘦𝘴𝘴 𝘪𝘴 𝘢 𝘣𝘰𝘵𝘵𝘭𝘦𝘯𝘦𝘤𝘬 𝘧𝘰𝘳 𝘢𝘤𝘲𝘶𝘪𝘴𝘪𝘵𝘪𝘰𝘯𝘴 𝘵𝘦𝘢𝘮𝘴. 𝘛𝘳𝘺𝘊𝘢𝘤𝘵𝘶𝘴, 𝘮𝘺 𝘭𝘢𝘵𝘦𝘴𝘵 𝘈𝘐 𝘱𝘰𝘥𝘤𝘢𝘴𝘵/𝘠𝘰𝘶𝘛𝘶𝘣𝘦 𝘴𝘩𝘰𝘸 𝘥𝘦𝘮𝘰, 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘵𝘩𝘢𝘵 𝘢𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘺𝘰𝘶 𝘵𝘰 𝘴𝘤𝘳𝘦𝘦𝘯 𝘧𝘢𝘳 𝘮𝘰𝘳𝘦 𝘥𝘦𝘢𝘭𝘴 𝘪𝘯 𝘭𝘦𝘴𝘴 𝘵𝘪𝘮𝘦 𝘴𝘰 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘧𝘪𝘯𝘥 𝘵𝘩𝘦 𝘸𝘪𝘯𝘯𝘦𝘳𝘴 𝘧𝘢𝘴𝘵𝘦𝘳 𝘵𝘩𝘢𝘯 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘰𝘯. Tyler Sellars, co-founder and CEO of Cactus, and I recorded a demo of his platform and you'll find that, while it uses AI to deliver robust, fast, easy to use underwriting output, it doesn't feel like AI at all - which is why you'll also realize it's a minimum standard if you want to compete effectively. Here's why it matters if you're sourcing deals: -> Existing acquisitions teams can screen more opportunities in greater detail, faster. -> Cactus ingests entire data rooms at once and auto populates your existing underwriting proforma. -> Audits inconsistencies across data room docs automatically -> Analysts spend less time on data-entry and more time deciding what's worth pursuing. One feature I like particularly is that after automatically inputting data to your spreadsheet from whatever resources a seller/broker provides, you can actually click on an input and on the same screen see from exactly where that number came. This means you can verify every extracted number by tracing it instantly to its source document, meaning fewer errors and more confidence in IC presentations. I also like that Cactus also provides real market comps and rent data directly relevant to the target asset that are pulled directly into the underwriting workflow using sources you already probably use - eliminating the need for you to be opening multiple apps just to build your model. And the killer app from Cactus - you can keep using your existing Excel model. Though the platform offers its own screening analytics, you can also just upload your own excel model and have Cactus populate it (almost) instantly with entire data room info leaving your formulas, assumptions, and IP intact. This is one of those tools every sponsor's acquisitions team should be leveraging as they trawl hundreds of deals just to find the one winner. *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for both capital formation - but across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Tue, 17 Feb 2026 - 52min
458 - Deal Screening on Steroids
AI in commercial real estate is usually framed around predictions and pricing. In brief:
Underwriting delays come from manual data extraction, not Excel. Institutional CRE teams automate the data layer, not the model. Parsing rent rolls and T12s is now a scale problem, not a staffing one. AI underwriting is being adopted first by lenders and servicers. Speed and consistency are emerging as underwriting risk controls. This Demo Day conversation with Parag Goswami, CEO of Clik.ai, focuses on something more fundamental: how underwriting actually gets done. The core insight is simple. The bottleneck in CRE underwriting is not Excel. It is the manual, error-prone work of pulling data out of PDFs and forcing it into models. Clik.ai does not replace spreadsheets. It automates everything before the spreadsheet matters by automating the tedious data input to your Excel model and automating it. That is why its earliest adopters are institutional lenders, servicers, credit teams, and acquisitions pros. Add to this automated Trepp comparable data and you have a high-value, early underwriting model to screen deals using your own Excel model. Bottom line Clik.ai eliminates friction in the earliest stage of deal evaluation by automating the grunt work of data inputting giving you faster underwriting and a significant competitive edge. *** At GowerCrowd, we are aggressively researching AI tools you can actually use and that bring real, immediate value to your business. Contact us to learn more. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Tue, 10 Feb 2026 - 44min
457 - Underwriting and Marketing With AI
Most CRE teams are not losing deals because of capital, talent, or market access. They are losing because they move too slowly because initial underwriting and deal marketing are still painfully manual across much of the industry. Spreadsheets. Templates. Design tools. Email chains. Outsourced vendors. All stitched together by habit. That friction costs time, and time costs deals. In my latest AI/CRE Demo Day show Anton Zajac, CEO of IntellCRE, demonstrates (onscreen) what happens when those bottlenecks disappear. What stood out immediately:
BOVs and OMs that once took 20+ hours can be produced in minutes Initial underwriting and marketing stop being separate workflows Small teams gain enterprise-level output capacity Deal marketing becomes proactive, not reactive IntellCRE automates the unglamorous middle of CRE work: data aggregation, comps, market context, financials, and presentation. The result is not just speed. It's a pure, AI driven competitive advantage. Some questions the platform answers clearly: What if initial deal screening was no longer the bottleneck? What if marketing output scaled without adding staff? What if BOVs became a prospecting weapon instead of a sunk cost? What changes when responsiveness becomes your edge? If you work in brokerage, acquisitions, or high-volume CRE investing and speed matters to you, this is worth seeing. Not a concept. Not a slide deck. A genuine AI platform specifically designed for CRE pros. Trust me (I'm a doctor) this is worth a look. *** At GowerCrowd, we are aggressively researching AI tools you can actually use and that bring real, immediate value to your business. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Tue, 03 Feb 2026 - 52min
456 - Feasibility Studies in Minutes with AI
Introducing the Demo Day YouTube/Podcast Demo Day is a new series focused on one simple idea: showing, not telling, where AI is actually revolutionizing commercial real estate. No theory. No slide decks. Not a clever ChatGPT prompt. Just live, on-screen demonstrations of AI tools you can use today to get a significant edge against your competitors. If you think ChatGPT is all AI has to offer, this episode will reset your mental model fast. In this Demo Day, I reveal the extraordinary AI platform, TestFit, a platform that applies AI directly to land underwriting and early development decisions by building super-detailed feasibility studies for you in minutes. Best seen on YouTube, watch this episode to see how AI does what traditionally took weeks, consultants, and real pursuit capital:
Instantly show what can be built on a site Kill weak deals early and surface better ones faster Update layouts and early-stage economics live on screen Run thousands of zoning and density scenarios in real time This is the real deal. Beneath all the hype about AI, and the usual 'here's (yet) another great prompt' incremental benefits, there truly are companies revolutionizing the industry. Testfit is one of them. If you want to get REAL benefit from AI and give your company a real, immediately tangible competitive advantage in the new AI era – start here. *** At GowerCrowd, we are aggressively researching AI tools you can actually use and that bring real, immediate value to your business. Subscribe to my newsletter and get access to this transformational intel before anyone else: https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Mon, 26 Jan 2026 - 51min
455 - When IRRs Lie and Cycles Matter
My guest this week, Jeremy Roll, is a full-time professional passive investor with more than two decades of experience allocating capital across multiple real estate cycles. He is relentlessly data-driven, deeply immersed in macro and capital markets, and unapologetically conservative in how he thinks about risk. That combination matters right now. Jeremy is not trying to predict the next rate cut or headline shift. He is focused on something far more useful: where we actually are in the cycle, which assumptions quietly failed in 2025, and why capital remains sidelined despite constant talk of opportunity. His view of the market heading into 2026 is sober, unsentimental, and grounded in how cycles really work. The overarching thesis of our conversation is simple but uncomfortable: predictability broke, patience was rewarded, and many investors learned the wrong lesson. We discuss questions that serious investors and sponsors should be asking themselves now, including:
Why did "survive till 25" fail so completely? Why have interest rates stayed higher than most expected? If there is so much capital on the sidelines, why isn't it moving? Why hasn't price discovery fully happened yet? Where does real opportunity actually come from in a slow-moving reset? What was the real mistake behind floating-rate, value-add deals? How should investors evaluate sponsors after the last three years? Jeremy also draws a sharp distinction between heavy value-add investors, who are already active, and value-oriented investors, who face the very real risk of being too early. He frames today as closer to late 2009 or 2010 than 2011: the light is visible, but the reset is not complete. This is not a conversation about hype, shortcuts, or timing the exact bottom. It is about discipline, incentives, and understanding why doing nothing for long stretches is sometimes the most rational strategy. If you invest in commercial real estate or allocate capital to those who do, this episode will help you think more clearly about what actually matters heading into 2026. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before.
Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Wed, 21 Jan 2026 - 42min
454 - Affordability Is Now Structural, Not Cyclical
Mark Zandi is one of the few economists who can do two things at once: explain what is happening in the data, and explain why households experience it so differently. He is the chief economist at Moody's Analytics, and in our conversation, the last of my podcast series this year and the second of two Holiday Specials, he connected inflation, affordability, market structure, and geopolitics in a way CRE professionals will recognize immediately. The theme was simple, but not comforting: affordability is no longer a "cycle" story - it is becoming structural. And the US economy is increasingly dependent on a relatively narrow slice of consumers continuing to spend. Zandi's framing matters for sponsors and investors because it changes what "risk" looks like. If the top of the income distribution is carrying demand while the middle and bottom are constrained, the economy can keep moving - but it can also become unusually fragile if equity markets stumble or confidence shifts. He also made a point many people avoid saying plainly: even if AI is transformative, markets may be pricing in an adoption curve that is too fast. That is how you get corrections - not because the technology is useless, but because expectations got ahead of diffusion. Five questions we get into:
If you are underwriting 2026 with a clean, mean-reversion narrative, you will want to hear this conversation. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before.
Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Thu, 18 Dec 2025 - 47min
453 - "This Time Is Different" – Yet Again
Ken Rogoff does not trade in headlines or market timing. He trades in history. As Professor of Economics at Harvard and co-author of This Time Is Different, Rogoff has spent decades studying what happens when societies convince themselves old rules no longer apply. His latest book, Our Dollar, Your Problem, extends that lens to today's economy – and to the quiet assumptions underpinning U.S. financial dominance. In our conversation, Rogoff unpacked why the dollar's "exorbitant privilege" still matters, why it is slowly eroding, and why the real risks facing the U.S. economy are not where most people are looking. This was not a discussion about panic. It was a discussion about probability. Among the questions Rogoff addresses:
Rogoff's core message is unsettling precisely because it is familiar. The United States has navigated debt, inflation, and institutional stress before. It did not escape unscathed. It adapted under pressure. The question is not whether adjustment comes. It is how – and under what conditions. If you care about macro risk, capital markets, or the long-term assumptions embedded in real estate and investment decisions, this conversation is worth your time. Tune in to hear it in full. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before.
Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Tue, 16 Dec 2025 - 58min

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