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, replacement cost analysis, and go/no-go recommendation. Triggers on 'underwrite this deal', 'build an acquisition model', or 'run the numbers on this property'.
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 underwriting, sensitivity stress test, IC memo generation, red-team challenge, source verification, and IC Q&A context. It orchestrates and hands off; it does not re-derive numbers itself. Every stage proposes work for human review and pauses at named gates. Triggers on 'run the IC workflow', 'take this deal from data room to IC', 'orchestrate the acquisition', or 'walk this deal to committee'.
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 tenant notification letters and audit-ready backup. Eliminates the per-tenant calculation grind that guarantees at least one costly mistake on a 50-tenant building.
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.
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.
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 validation.
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 Beautiful Bill Act's permanent 100% bonus depreciation for qualified property placed in service after 2025-01-19 (and the pre-2025-01-19 TCJA phase-down for earlier placements), and accounts for passive activity limitations and state decoupling.
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. Scales dynamically to 30/45/60/90-day DD periods. Triggers on 'DD period', 'due diligence', 'inspection period', 'feasibility period', or when ordering third-party reports.