AI

How to Read a PPM and LPA Without Losing Your Mind (Hint: AI Can Help)

Key sections, red flags, and AI prompts every LP should know

Sep 18 •

Inside BCRED: A Deep Dive into $30B of Debt

Reading between the lines: what the balance sheet shows (and how I used AI to figure out what it doesn't)

Sep 7 •

Cash Distributions ≠ Great Investment, CRE Edition

How to tell if your quarterly checks come from operations (with an AI prompt to help)

Sep 4 •

Retail Done Right (Case Study)

Dissecting a retail deal that delivered a 23% IRR - and why it's not a unicorn

Aug 10 •

Real Estate Debt Fund: a Case Study of What's Missing

Ask Better Questions, Shed Fewer Tears

Jun 22 •

Multifamily Real Estate: a Curious Case of Financial Engineering (and a Complex Capital Stack)

How a Complex Capital Stack Nearly Broke My AI (plus 20-Minute Market Research Tool You'll Love)

May 25 •

How to Use AI to Evaluate Industrial Real Estate Deals

5 prompts to analyze market trends, identify risks, and stress-test assumptions

May 22 •

Industrial Deal Case Study

How My Mini-Me Flags Red Flags, Stress-Tests Deals, and Writes Better LP Questions Than Most Allocators

May 11 •

Using AI to Stress-Test CRE Deals

A step-by-step guide (even if you are averse to Excel)

Apr 24 •

Preferred Equity Multi Family Deal

A Quick Way to Determine if Common Equity is Underwater

Nov 3, 2024 •

Industrial Deal 5: Capital Stack and Cap Rate

Oct 20, 2024 •

Self Storage Deal 2: When Critical Information is Missing

Oct 13, 2024 •

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