Deal OperationsUnderwriting
How to Turn a Broker OM Into an Investment Committee Memo Automatically
The IC memo is often the slowest step between a deal landing and a decision. Here is how acquisitions teams generate an IC-ready memo straight from the OM, in their own template.
David Fields Aug 24, 2026 7 min read
Deal Operations
How to Underwrite More Deals Without Hiring More Analysts
Deal flow scales faster than headcount. Here is how lean acquisitions teams increase underwriting throughput without adding analysts.
David Fields Aug 24, 2026 7 min read
Deal Operations
How CRE Acquisitions Teams Lose Deals in Their Email Inbox
Email is not a pipeline. Here is how deal flow gets lost in a shared inbox, and what an automated intake system looks like.
David Fields Aug 24, 2026 7 min read
Deal Operations
How to Screen CRE Deals Against Your Firm's Buy Box Automatically
Most acquisition teams waste 60% of their underwriting hours on deals that never had a chance. Here is how to build an automated deal screening system that filters against your firm's buy box before analysts invest hours in a model.
David Fields Apr 17, 2026 10 min read
Deal Operations
How Real Estate PE Firms Track Institutional Memory Across Deals
When a senior analyst leaves, years of market knowledge walks out the door. Here is how leading real estate PE firms capture deal history, comp databases, and underwriting assumptions in systems that outlast individual team members.
David Fields Apr 14, 2026 9 min read
Deal Operations
How to Avoid Duplicate Deal Outreach Across Your Acquisitions Team
Duplicate broker calls and competing analyst offers signal organizational dysfunction and damage your firm's market reputation. Here is how to prevent it with deal tracking and outreach coordination built into your acquisitions workflow.
David Fields Apr 10, 2026 8 min read
Deal Operations
The Midnight Fat Finger: Why Late-Night Modeling Is a Fiduciary Risk
Your analyst's dedication at 2AM isn't a badge of honor, it's an unhedged liability. One wrong keystroke in a pro forma can mis-price an asset by millions. The smartest acquisition teams are replacing brute-force data entry with systems that eliminate preventable human error.
David Fields Apr 3, 2026
Deal OperationsSelf-Storage
The $50B Self-Storage Fragmentation Problem, and How AI Solves It
There are more individually-owned storage facilities in the US than Starbucks locations. Most have been held 15–25 years with no broker, no listing, and no online presence. AcquiOS Deal Sourcer screens 400+ targets, pierces LLCs to find owners, and delivers verified phone numbers.
David Fields Mar 28, 2026
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