Summary:

In this webinar, we introduce our new AI-powered application designed to help limited partners (LPs) analyze multifamily real estate deals efficiently. We have been collaborating on this project for 16 months. We highlight how AI advancements has played a crucial role in the app's development.

The app allows users to upload investment summaries, with AI extracting and verifying over 120 data points, significantly reducing the time required for deal analysis. Users can communicate directly with sponsors to fill gaps in data. The app also features a comprehensive scoring system based on various risk factors and alignment between LPs and general partners (GPs). The presentation includes a live demo of how to use the app and emphasizes the importance of education and feedback from users to continuously improve the tool.

Show Notes:

In this webinar, we introduce our new LP Deal Analyzer application designed to streamline the process of analyzing value-add multifamily real estate deals.

The application leverages AI to quickly extract key data points from investment summaries, significantly reducing the time and effort required for due diligence. We walk through our journey of developing the app over the last 16 months, including the challenges we faced and the importance of detailed vetting in real estate investments.

The app offers features such as an AI-powered data extraction, a GP alignment tool, deal risk scoring, and built-in communication with sponsors. The launch also includes educational components to help users understand crucial financial metrics. With two free deals available for new users, the goal is to provide a more efficient and accurate method for limited partners to evaluate investment opportunities.

00:00 Welcome and Project Introduction

01:01 Sam's Background and Journey

05:40 The Inception of Passive Advantage

07:07 Lance's Background and Experience

11:35 Introducing the App and Its Features

29:10 Analyzing Property Income and Rent

29:19 Understanding Break Even Occupancy

29:26 Evaluating Deal Metrics and Conservative Rents

30:05 Importance of Education in Real Estate Investment

32:55 Navigating Fees and Asset Management

34:36 Verifying Sponsor Investment and Returns

37:11 GP Alignment and Deal Inputs

44:59 Assessing Risk and Conservative Underwriting

49:14 Final Thoughts and Q&A