Last updated: 2026-03-13

CREFI for Excel: CRE Underwriting Beta Access

By Kevin Kelly — Managing Consultant at Capgemini Invent | Strategy & Transformation | Kellogg MBA

Gain exclusive early access to CREFI for Excel, a tailored AI add-in designed to support underwriting and deal workflows in commercial real estate. Benefit from deal-specific insights, domain-aware questions, and integrated Excel workflows that improve accuracy, speed, and consistency across rent comps, parcel and property context, memo/OM generation, and market insights. Access to a tool that aligns with your CRE knowledge base to elevate diligence and decision-making.

Published: 2026-03-13

Primary Outcome

Faster, higher-quality CRE underwriting with deal-specific insights and automated outputs.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

Kevin Kelly — Managing Consultant at Capgemini Invent | Strategy & Transformation | Kellogg MBA

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FAQ

What is "CREFI for Excel: CRE Underwriting Beta Access"?

Gain exclusive early access to CREFI for Excel, a tailored AI add-in designed to support underwriting and deal workflows in commercial real estate. Benefit from deal-specific insights, domain-aware questions, and integrated Excel workflows that improve accuracy, speed, and consistency across rent comps, parcel and property context, memo/OM generation, and market insights. Access to a tool that aligns with your CRE knowledge base to elevate diligence and decision-making.

Who created this playbook?

Created by Kevin Kelly, Managing Consultant at Capgemini Invent | Strategy & Transformation | Kellogg MBA.

Who is this playbook for?

CRE underwriting professionals at mid-to-large firms evaluating multifamily and office deals who want faster, more accurate analyses, CRE analysts responsible for market comps, OM generation, and deal context seeking workflow automation, Investment teams piloting AI tools to accelerate due diligence and decision-making

What are the prerequisites?

Basic understanding of AI/ML concepts. Access to AI tools. No coding skills required.

What's included?

Tailored CRE underwriting AI for Excel. Deal-specific questions and context. Integrates with your existing knowledge base

How much does it cost?

$1.99.

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