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O SkillsMP coletou 180 skills de mariourquia/cre-skills-plugin. Abra uma skill para revisar a origem e os detalhes.
mariourquia/cre-skills-pluginMostrando 40 de 180 skills coletadas.
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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-…
Idioma do texto original: inglês
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.
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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.
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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.
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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.
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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.
Idioma do texto original: inglês
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.
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês