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mariourquia/cre-skills-plugin

SkillsMP has collected 180 skills from mariourquia/cre-skills-plugin. Open a skill to review its source and details.

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skills collected
180
GitHub stars
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Skills in this repository

Showing 40 of 180 collected skills.

occupation
Financial & Investment Analysts
description

Full-cycle acquisition underwriting engine. Takes a deal package (rent roll, T-12, OM, financing terms) and produces institutional-quality output: T-12 normalization, 10-year proforma, Linneman cap rate decomposition, probability-weighted scenarios,…

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occupation
Project Management Specialists
description

Thin demo conductor that sequences the reusable CRE acquisition skills into one end-to-end Investment Committee workflow: data-room intake, document extraction, rent-roll analysis, T-12 normalization, PCA reserve analysis, agency debt analysis, full…

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occupation
Accountants & Auditors
description

Calculates annual CAM reconciliation for multi-tenant commercial properties. Applies per-tenant lease rules (base years, caps, excluded categories, admin fees), handles gross-up logic, flags edge cases (near-cap tenants, unusual variances), and produces…

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occupation
Fundraisers
description

Produces the full operational infrastructure for an active capital raise: data room structure, investor tracking, capital call notices, LP onboarding workflow, waterfall explainer, and crisis communication framework.

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occupation
Compliance Officers
description

Validates certificates of insurance against lease and contract requirements. Compares coverage types, limits, endorsements, and expiration dates field-by-field, flags deficiencies, and generates cure notices.

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occupation
Appraisers & Assessors of Real Estate
description

Produces a fast, credible comparable analysis (rent comps and sales comps) for active deals, appraisal reviews, or pricing validation. Includes adjustment grids, confidence scoring, effective rent calculations, replacement cost anchor, and assumption…

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occupation
Accountants & Auditors
description

Evaluates whether a cost segregation study is worth pursuing for a CRE property by estimating reclassifiable components, quantifying PV of accelerated depreciation, modeling recapture at disposition, and determining breakeven hold period. Applies the One Big…

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occupation
Project Management Specialists
description

Generates a comprehensive, timeline-driven due diligence plan for commercial property acquisitions with 6 workstream checklists, risk matrix, third-party report ordering guide, decision gates, closing condition tracker, and contingency removal strategy.…

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occupation
Financial & Investment Analysts
description

Fast go/no-go screening tool for inbound CRE deals. Takes a raw OM, broker email, or listing and returns a KEEP/KILL verdict with back-of-napkin returns, key assumptions, and a diligence checklist. Triggers on 'quick screen this deal', 'should I look at…

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occupation
Financial & Investment Analysts
description

Produces a comprehensive sell/hold/refinance analysis with market cycle positioning, tax impact quantification, marginal return on equity, buyer universe assessment, and 15 selectable disposition scenario variants (value-add MF, portfolio 1031, distressed…

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occupation
Accountants & Auditors
description

Generates individual LP distribution notices with per-investor share calculations, tax characterization, waterfall tier explanation, and batch processing for 50-200+ investors.

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occupation
Management Analysts
description

Converts a raw CRE data room (OM, T-12, rent roll, PCA, ALTA survey, leases, agency debt quotes) into a single typed fact table with per-fact sourceRefs, extraction confidence scores, and human review state. Enforces a strict PII policy: rent rolls are…

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occupation
Financial & Investment Analysts
description

Evaluates first-time and second-time CRE fund managers for institutional LP allocation. Different benchmarks, operational DD emphasis, team pedigree assessment, and track record reconstruction from prior employer deals.

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occupation
Compliance Officers
description

Automates estoppel certificate population for CRE transactions. Performs three-way cross-reference (lease vs. rent roll vs. GL), flags every discrepancy before certificates reach tenants, generates cover letters, and tracks the signature chase across the…

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occupation
Financial & Investment AnalystsCompliance Officers
description

End-to-end fund formation toolkit covering entity structuring (syndication vs. fund vs. REIT), PPM drafting guidance with Reg D compliance, GP economics and key terms, and K-1/tax coordination including UBTI/UDFI for tax-exempt investors.

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occupation
Project Management SpecialistsFinancial & Investment Analysts
description

Top-level workspace for fund management and LP communications. Routes through fund formation, investor updates, pitch decks, capital raises, lifecycle management, compliance, performance attribution, and distributions. Manages persistent fund context across…

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occupation
Compliance Officers
description

Institutional fund management operations: regulatory compliance monitoring, fee calculations, capital account statements, subscription processing, AML/KYC, Form D filings, LPAC governance, and fund expense ratios. Triggers on 'fund compliance', 'capital…

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occupation
Financial & Investment Analysts
description

Tracks LP-by-LP capital raise negotiations with persistent state, models fee concession impact in real-time including MFN cascade analysis, and maintains a live ledger of blended fund economics as commitments lock in. Scales from 10-LP seed funds to 300+ LP…

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occupation
Financial & Investment Analysts
description

Compare fund terms against market norms and produce a terms comparison matrix with fee load analysis and negotiation recommendations. Benchmarks management fee, carried interest, preferred return, clawback, key person clause, GP commitment, fee offsets, and…

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occupation
Financial & Investment AnalystsFinancial Risk Specialists
description

Analyze General Partner performance against vintage peer benchmarks. Computes fee drag (gross-to-net spread), DPI/TVPI/IRR vs vintage peers, deal-level return dispersion, key person risk, style drift detection, and produces a GP scorecard with performance,…

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occupation
Financial & Investment Analysts
description

Produces a complete investment committee memo from underwriting outputs: 1-page executive summary with risk-adjusted return framing, full 6-section IC memo body, sensitivity grids, and property-type variant templates (apartment, NNN, land, bridge, trophy…

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occupation
Financial Risk Specialists
description

Pressure-tests a deal recommendation before it reaches the investment committee. Takes underwriting and stress-test outputs and produces a structured adversarial review: known risks (quantified), known unknowns (diligence gaps), unknown unknowns (regime and…

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occupation
Financial & Investment Analysts
description

LP lifecycle management: investor meetings, benchmark comparison, cash management, audit coordination, re-up solicitation, GIPS composites, satisfaction tracking. Triggers: investor meeting, LP relations, benchmark, NCREIF, ODCE, audit PBC, re-up, GIPS,…

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occupation
Financial & Investment Analysts
description

Designs, calculates, and explains joint venture equity waterfall structures for GP/LP partnerships. Three modes: Structure (term sheet from scratch), Calculate (distributions under specific scenarios), Explain (LP-facing plain-language education). Triggers on…

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occupation
Management Analysts
description

Extracts structured data from commercial lease documents (30+ fields), flags ambiguous provisions for legal review, cross-references amendments, and builds the critical dates calendar. The single most important upstream dependency for the entire…

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occupation
Accountants & Auditors
description

Unified lease administration compliance audit covering CAM reconciliation, percentage rent verification, insurance tracking, escalation audits, and environmental compliance. Quantifies revenue recovery opportunities with probability-weighted waterfall…

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occupation
Financial & Investment Analysts
description

Lease amendment drafting, standard lease template refresh, expansion/contraction option analysis, and build-to-suit proposal evaluation for Leasing and Asset Management.

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occupation
Financial & Investment Analysts
description

Consolidates 8 complex lease negotiation scenarios into a single skill with scenario selector: (a) anchor replacement with co-tenancy cascade, (b) trophy tower backfill, (c) naming rights valuation, (d) life science TI amortization, (e) sublease consent with…

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occupation
Financial & Investment Analysts
description

Designs optimal lease option packages (renewal, expansion, contraction, termination, ROFO/ROFR, purchase) for asset managers negotiating with tenants. Models what different option packages look like based on asset type, market position, and existing in-place…

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occupation
Management Analysts
description

Top-level workspace for leasing workflows. Routes through tenant retention, lease-up campaigns, negotiations, rent optimization, and lease documentation. Manages persistent leasing context across sessions.

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occupation
Financial & Investment Analysts
description

Analyzes whether to renew an existing tenant or trade out for a new one with full financial comparison. Models renewal economics (lower TI, no downtime, known credit) vs trade-out economics (market rent mark-up, TI/LC cost, vacancy cost, leasing commission,…

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occupation
Management Analysts
description

Generates a full-stack lease-up operations plan for new developments, major vacancies, or acquisitions requiring rapid absorption. Covers funnel diagnostics, pricing/concession strategy, broker commission NPV optimization, absorption benchmarking, concession…

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occupation
Market Research Analysts & Marketing Specialists
description

Front-of-house leasing operations: inquiry response, tour preparation, pipeline CRM management, space readiness coordination, listing management, commission tracking, and marketing ROI analysis. Triggers on 'leasing pipeline', 'tour prep', 'inquiry response',…

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occupation
Market Research Analysts & Marketing Specialists
description

Marketing material creation, broker event planning, TI cost benchmarking, marketing plan development, and commission structure benchmarking for Leasing Directors.

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occupation
Accountants & Auditors
description

Prepares quarterly lender compliance certificates using loan-specific financial metric definitions. Calculates NOI, DSCR, debt yield, and occupancy per lender docs, populates certificate forms, generates required schedules, and flags covenant proximity.

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occupation
Financial & Investment Analysts
description

Generates a complete, copy-paste-ready Letter of Intent with negotiation strategy memo, three-tier pricing table, ten non-price levers, seller psychology brief, and broker cover email. Triggers on 'draft an LOI', 'build an offer', 'help me structure the bid',…

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occupation
Financial & Investment Analysts
description

Generate structured data requests for Limited Partners to send to General Partners across all stages of the LP-GP relationship. Produces request templates for initial due diligence, quarterly monitoring, annual review, and re-up evaluation. Branches by asset…

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occupation
Market Research Analysts & Marketing Specialists
description

Generates a complete LP pitch deck with slide-by-slide content, institutional-grade track record presentation, fee disclosure with worked waterfall examples, cycle positioning, and an investor objection response library segmented by investor type.

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occupation
Market Research Analysts & Marketing Specialists
description

Generates structured CRE market research memos covering MSA, submarket, and sector-level conditions. Synthesizes supply/demand fundamentals, rent trends, cap rate movements, capital markets conditions, and forward-looking signals into investment-grade market…

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occupation
Financial & Investment Analysts
description

Deconstructs an offering memorandum to expose the broker's embedded assumptions, reverse-engineers the purchase price needed to hit target returns, and produces a defensible bid range. Triggers on 'reverse price this OM', 'what should I actually pay?', or…

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Showing 40 of 180 collected skills.