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このリポジトリの skills
SkillsMP は mariourquia/cre-skills-plugin から 180 件の skill を収集しています。skill を開くとソースと詳細を確認できます。
mariourquia/cre-skills-plugin収集済み skill 180 件中 40 件を表示しています。
Evaluates whether investing capital gains into a Qualified Opportunity Fund produces superior after-tax returns vs. a non-OZ alternative. Models BOTH OZ regimes keyed on investment date: the pre-2027 vintage (OZ 1.0, fixed 12/31/2026 inclusion) and the…
原文の言語: 英語
Structures and models Section 704(b) tax allocation provisions for real estate partnerships. Covers capital account maintenance, operating income/loss allocation, depreciation allocation, minimum gain chargeback, qualified income offset, and sale/disposition…
原文の言語: 英語
Decomposes fund or portfolio returns into income, appreciation, leverage, and alpha components. Attributes performance by vintage year, property type, and manager skill vs. market movement. Includes gross-to-net fee bridge, NCREIF/ODCE benchmark overlay,…
原文の言語: 英語
Generates professional, LP-ready quarterly investor update letters with portfolio-level attribution, per-asset performance summaries, NAV methodology disclosure, distribution reconciliation, market outlook, and optional returns education appendix. Supports…
原文の言語: 英語
Extracts and structures comprehensive REIT profiles from 10-K filings, supplemental data packages, earnings call transcripts, and investor presentations. Produces standardized property-type profiles covering portfolio composition, same-store metrics,…
原文の言語: 英語
Ingests raw rent rolls (pasted table, CSV, or PDF extract) and produces a clean dataset with layered analytics: rollover schedule, mark-to-market waterfall, tenant concentration risk, WALT, rent benchmarking, MTM exposure, and data quality flags. Triggers on…
原文の言語: 英語
Standardizes rent roll data from any source format into a consistent underwriting template, validates data integrity (SF reconciliation, revenue reconciliation, date consistency, rent reasonableness), and calculates derived analytics (WALT, rollover,…
原文の言語: 英語
Reconciles a normalized rent roll against a normalized T-12 on a stated, consistent basis (annualized contractual vs recognized accrual; collected cash out of scope) and never forces a tie. Reconciles base rent, recoveries and other income (jointly, per the…
原文の言語: 英語
Transforms a tokenized/extracted rent roll into validated, typed, auditable, database-ready records: a multi-line charge schedule (base rent, CAM/tax/insurance recoveries, percentage rent, parking, storage) mapped to the canonical chart of accounts, lease-…
原文の言語: 英語
SEC Regulation D compliance for CRE syndications: 506(b) vs 506(c) offering selection, accredited investor verification, Form D filing, state blue sky compliance, general solicitation rules, and substantive pre-existing relationship documentation.
原文の言語: 英語
Full-lifecycle CRE deal sourcing engine: target identification, lead scoring (0-100), multi-channel outreach (mail, call, email, LinkedIn), broker relationship cultivation, CRM pipeline schema, and KPI benchmarks. Built for small-team operators doing 2-10…
原文の言語: 英語
Generates text-based stacking plans from rent rolls, providing floor-by-floor visual layout of tenant occupancy, lease expiration, contiguous availability analysis, rollover concentration, and prospect pipeline overlay.
原文の言語: 英語
Evaluate tenant creditworthiness and concentration risk across retail, office, and industrial assets. Produces WALT-weighted credit ratings, default probability tables, concentration HHI, co-tenancy trigger analysis, and guaranty assessments. Triggers on…
原文の言語: 英語
Structured financial and legal workout framework for delinquent tenants. Forces three-scenario NPV analysis (workout, eviction + re-lease, cash-for-keys), integrates loan covenant impact, applies state-specific legal timelines, and distinguishes credit tenant…
原文の言語: 英語
Plans, budgets, and executes tenant appreciation events, seasonal programming, and community engagement for CRE properties. Supports API-driven vendor booking when MCP integrations are available. Triggers: tenant event, appreciation event, holiday party,…
原文の言語: 英語
Generates comprehensive tenant retention strategies with per-tenant renewal probability scoring, retention NPV analysis, WALT impact quantification, DSCR covenant monitoring, competitive intelligence, game theory framing for multi-tenant dynamics, and…
原文の言語: 英語
Classifies work order urgency from free-text descriptions, assigns priority (P1-P4) with SLA deadlines, estimates cost, checks lease responsibility, and routes to the correct approval path.
原文の言語: 英語
Entry point and router for the U.S. residential multifamily operating subsystem. Classifies a request along 10 taxonomy axes and dispatches to the appropriate role, workflow, overlay, and reference stack. Progressive disclosure — loads only the packs and…
原文の言語: 英語
Assesses physical and transition climate risk for CRE properties and portfolios. Translates hazard exposure (flood, wind, wildfire, extreme heat, sea level rise) and regulatory/market shifts into financial impacts on NOI, cap rates, insurance costs, and…
原文の言語: 英語
Executable orchestrator that turns tokenized/extracted CRE document content (rent rolls, T-12s, operating statements, Prose Frontier narrative artifacts) into validated, typed, auditable, target-model-ready database payloads. Canonical flow: classify,…
原文の言語: 英語
Orchestration skill that assembles the OUTPUT of single-document extractors into validated, warehouse-ready tabular datasets. It does not re-extract individual documents; it sits above the extractors and turns their per-document fact tables into…
原文の言語: 英語
Deep property management command center that orchestrates all PM workflows across any asset type. Single entry point for tenant relations, maintenance operations, financial operations, vendor management, compliance monitoring, capital planning, and…
原文の言語: 英語
Transforms a tokenized/extracted operating statement (any line type: actual, budget, reforecast, prior-year; any period grain; monthly, quarterly, annual-summary, or multi-scenario) into validated, account-level, period-level database records mapped to the…
原文の言語: 英語
Transforms a tokenized/extracted trailing-twelve-month operating statement into validated account-level monthly records. A constrained preset over operating-statement-to-database: it asserts line_type=actual over a (possibly partial) twelve-month trailing…
原文の言語: 英語
Composes professional INSTITUTIONAL committee decks from source-grounded model outputs, warehouse exhibits, and memo narrative, following brand-guideline conventions (executive-summary-first, explicit decision ask, R/Y/G status, returns snapshot near the…
原文の言語: 英語
Maps validated, warehouse-ready tabular datasets into deck-ready EXHIBIT specifications and slide inputs. Selects table vs. chart per exhibit, names axes and series, maps source dataset columns to exhibit fields, binds each exhibit to a target slide, and…
原文の言語: 英語
Analyzes Freddie Mac and Fannie Mae agency multifamily quotes (lease-up and stabilized) into a decision-ready package. Reconciles each quote's DSCR/LTV/LTPP sizing constraints, prices rate buy-downs and IO-vs-amortization trade-offs, models index-lock and…
原文の言語: 英語
Assembles a source-grounded Investment Committee Q&A context pack from upstream underwriting, diligence, debt, and risk outputs. Indexes every deal fact to a citable sourceRef, builds a question-and-answer brief that IC members can interrogate, and enforces a…
原文の言語: 英語
Converts a Property Condition Assessment (PCA) into an underwriting-ready capital plan: immediate (Year 0) repair costs, a 10-year replacement-reserve schedule by building component, an implied per-unit-per-year (PUPY) or per-SF reserve, a reserve-adequacy…
原文の言語: 英語
Interactive tailoring skill that interviews an operator's leadership across COO, CFO, regional ops, asset management, development, construction, and reporting to produce an organization-specific overlay under overlays/org/{org_id}/. Activates during operator…
原文の言語: 英語
Composes executive-grade operating summaries for board, LP, lender, and internal executive consumption. Synthesizes property, asset, and portfolio outputs into a narrative-first document with attached KPI dashboard, covenant posture, watchlist distribution,…
原文の言語: 英語
Monthly executive rollup of pipeline state for the residential_multifamily subsystem. Aggregates Dealpath (deal pipeline), Procore (active development pipeline), and Intacct (capex commitment exposure) into a board-ready or IC-ready summary. Designed for the…
原文の言語: 英語
Pre-IC packet assembly for each IC cycle. Assembles the docket, pulls each deal's memo and cross-references, tracks IC conditions from prior decisions through to completion, consumes the sensitivity / stress-test output, surfaces comp evidence with freshness…
原文の言語: 英語
Portfolio-level quarterly review covering same-store trend, market concentration, watchlist distribution, capex progress, lease-up status, forecast discipline, covenant posture, and fund-level context. Produces the board and investor narrative drafts.
原文の言語: 英語
Builds the annual operating budget from property-level bottoms-up plus portfolio-level assumptions. Revenue build from rent roll + market reference + renewal policy; expense build from assumption libraries + staffing ratios + benchmarks. Produces variance…
原文の言語: 英語
Ownership-side monthly review. Synthesizes property-level operating output into asset plan reality check: variance to budget and reforecast, covenant view with cushion and breach risk, watchlist scoring, rent-growth and trade-out, capex progress and yield,…
原文の言語: 英語
Monthly property scorecard and narrative. Synthesizes operating, leasing, collections, maintenance, and financial variance into a single review pack for the PM, regional, and AM. Invokes child workflows for funnel, delinquency, turn, and WO views.
原文の言語: 英語
Produces a reforecast that inherits actuals through the as-of month, preserves or revises forward-looking assumptions with citation, and surfaces the delta vs. budget and vs. prior forecast. Includes forecast-accuracy calibration and NOI sensitivity.
原文の言語: 英語
Owner-side asset operator for one or more middle-market multifamily assets. Owns the business plan, hold-period return, capital plan, debt-covenant cushion, and the owner's view of site performance. Directs property_manager (self_managed) or the TPM oversight…
原文の言語: 英語
Executive leader with full authority inside the fund mandate; routes items above mandate to board / IC. Consumes rollups from COO (operating decisions) and CFO (finance decisions); consumes portfolio rollups from portfolio_manager. Owns board / IC cadence,…
原文の言語: 英語