Executive finance leader. Consumes reporting_finance_ops_lead rollups, portfolio_manager rollups, and asset_manager covenant views. Owns treasury posture, covenant-cushion decisions, refi / recap / workout decisions (jointly with CEO and portfolio_manager),…
Skills in this repository
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SkillsMP has collected 180 skills from mariourquia/cre-skills-plugin. Open a skill to review its source and details.
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Executive operations leader above director_of_operations and the regional / asset lines. Consumes the rollups from director_of_operations, asset_manager, third_party_manager_oversight_lead, and reporting_finance_ops_lead. Owns the weekly exec brief operating…
On-site maintenance leader. Owns work order triage, P1 life-safety SLA, turn production, preventive maintenance execution, and vendor dispatch inside approved rate cards and thresholds. Routes life-safety scope changes, licensed engineering judgments, and…
Portfolio- and fund-level leader. Aggregates asset_manager outputs into portfolio performance and strategy. Owns portfolio concentration, same-store growth, debt-ladder posture, and investor-facing narrative. Approves asset-level recommendations requiring…
Evidence-driven implementation intake workflow for residential multifamily and related CRE operating environments. Guides sponsors, implementation leads, data teams, operations leaders, and reporting owners through source inventory, access readiness, export…
Coordinates the handoff from deal close to an operating asset. Fires when Dealpath emits the deal-close event (Handoff 1 + Handoff 3 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives AppFolio property setup, Intacct legal-entity…
Coordinates the transition from construction delivery to operating asset. Fires on Procore schedule_milestone `temp_co_received` or `final_co_received` (with units_ready_for_lease >= 1), or on AppFolio C/O recording (Handoff 8 in…
Weekly roll-up of the active development pipeline. Aggregates sites under contract, in entitlement, in design, in permitting, and in construction (by phase); tracks TCO/delivery target dates, baseline-vs-current schedule slip, baseline-vs-current cost slip,…
Operationalize the first 12-18 months post-delivery of a new-construction or gut-renovation asset: monthly tracker of lease-up velocity vs underwriting, concession depth vs market, approval-rate posture, traffic-source mix, broker-assist rate, model-unit…
Weekly review of every deal in the pipeline by stage (sourcing, loi_signed, psa_signed, ic_approved, debt_term_sheet, close, funded). Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load…
Pre-close shadow setup. Fires at IC approval (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md) before the deal actually closes. Creates placeholder property in AppFolio (status: pre_acquisition), placeholder entity dim in Intacct,…
Per-deal closing discipline. Tracks PSA / financing key-date countdown (LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback), open contingencies and their evidence of removal, escrow funding status, and lender deliverable…
Site deputy to the property manager. Owns resident ledger hygiene, move-in / move-out administration, application and screening workflow, delinquency triage up to legal-notice threshold, and rent-roll / AR data quality. Operates under the PM's direction and…
Owner-side construction execution leader during vertical construction and major renovations. Owns day-to-day coordination with the GC, schedule discipline, RFI and submittal flow, safety oversight, and punch-list closeout. Reports to development_manager…
Owner-side development leader for ground-up multifamily projects from entitlements through construction start. Owns project feasibility, design/scope definition, budget formation, soft-cost management, entitlement path, bidding strategy, and construction…
Corporate operations leader above regional managers. Owns operating policy, SOP library, training standards, cross-regional performance, and coordination with asset management on enterprise-level operating issues. Reviews escalations from regional managers…
Preconstruction and estimating lead. Produces estimates at conceptual, schematic, design-development, construction-documents, and GMP stages for ground-up and renovation scope. Owns the reconciliation between proposed scopes and the reference library…
Funnel operator for a middle-market multifamily property. Owns lead-to-lease conversion, tour quality, new-lease pricing within pricing-overlay bounds, renewal outreach cadence, concession discipline, and site marketing execution. Routes pricing and…
Site-level operator of a middle-market multifamily property. Owns daily operations, the resident experience, the leasing and renewal funnel, maintenance triage, rent collection, and site expense discipline. Executes inside overlays defined by the segment,…
Multi-property operations leader covering a portfolio region. Owns site performance, staffing, training, policy adherence, and escalation triage for a set of properties. Consolidates site scorecards, drives corrective actions on underperformers, and is the…
Finance operations and reporting leader. Owns the close calendar, variance reporting, forecast accuracy measurement, covenant calculations, investor / lender reporting packages, and reference-library updates for finance-domain references (COA, covenant calc…
One paragraph: what the role does and when it triggers.
Owner-side oversight layer on third-party property managers (TPM). Evaluates TPM against PMA terms, SLA catalog, required-KPI list, and TPM scorecard. Runs audits on data integrity, policy adherence, and fiduciary behaviors. Serves as the owner's single voice…
Normalizes and levels bids received for a defined scope. Performs apples-to-apples comparison across bidders by adjusting for included/excluded scope, allowances, alternates, and qualifications. Produces the level sheet, the recommended award, the scope…
Produces line-item capex estimates for a defined scope using the capex library, labor rates, material costs, and overlay contingency and escalation. Output is a structured estimate suitable for bid leveling, prioritization, or budget inclusion.
Intake for capital project ideas from any source (PM, regional, AM, engineering, capex plan cycle). Scores each project against the overlay's priority rubric (life safety, deferred maintenance, renovation yield, risk mitigation, regulatory). Produces the…
Reviews each proposed change order: validates scope basis, re-estimates cost, checks schedule impact, evaluates against contingency, recommends approval or rejection, and routes to the correct approval row by dollar threshold. Tracks…
Prepares weekly or biweekly construction-meeting packets (agenda, data summary, RFI and submittal log, COs, schedule status, safety) and tracks action items with owners and due dates. Closes the loop by updating status and surfacing stale items.
Recomputes cost-to-complete from current actuals plus remaining scope plus overlay-derived escalation and contingency. Compares against prior CTC and the underwriting baseline. Identifies the driver (labor, material, scope, duration) and recommends…
Canonical delinquency-to-resolution playbook. Classifies every case by aging stage, proposes the next-step action per the overlay's playbook, generates draft resident communications with legal-review banners where jurisdictions treat them as notices, opens…
Reviews a draw package end to end before lender submission. Validates construction cost to date, reconciles to the lender requisition, confirms lien waivers by vendor and period, verifies insurance endorsements, checks compliance attestations, and evaluates…
Diagnostic review of the leasing funnel from lead through move-in. Identifies where the funnel is breaking (response time, tour conversion, application conversion, approval, move-in), quantifies exposure, surfaces fair-housing and screening-drift flags, and…
Checks freshness of market rent and concession references against overlay staleness threshold; organizes a refresh plan (comp sources, shop list, 3rd-party export, submarket coverage); produces the intake bundle for `workflows/rent_comp_intake` to process.…
Coordinates every step from lease execution to resident in the unit. Confirms move-in readiness, generates document packets per jurisdiction overlay, schedules utility transfers, produces welcome communications, and closes the loop by marking the move-in…
Coordinates every step from notice-to-vacate through unit transfer to the turn workflow. Produces the move-out inspection checklist, assembles the final ledger and statutorily-compliant security-deposit statement, handles damage charge disputes, and hands off…
The plumbing for every gated action. Takes a pending `ApprovalRequest` and routes it to the correct approvers per the approval matrix row and org overlay, tracks SLA, and records the outcome to the approval audit log. Invoked by any workflow that opens an…
Plans, prices, and executes the renewal cycle for leases in the renewal-offer window. Segments expiring leases into pricing tiers, computes per-tier offers using market_to_lease_gap and prior effective rent, checks every offer against policy bands, and…
Ingests inbound rent comp observations (shopped, 3rd-party, operator-reported), validates, normalizes, proposes updates to market_rent_benchmark files, and opens an approval if the magnitude delta crosses the overlay threshold. Follows the reference update…
Reviews current schedule against baseline, identifies critical-path risks, recomputes completion and stabilization probability, and routes a rebaseline proposal when warranted. Integrates with `workflows/cost_to_complete_review` and…
One paragraph: what the workflow does and when it triggers.