菜单
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.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/mariourquia/cre-skills-plugin --skill monthly-property-operating-review命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
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.
基于 SOC 职业分类
正在显示 SKILL.md
| name | Monthly Property Operating Review |
| slug | monthly_property_operating_review |
| version | 0.1.0 |
| status | draft |
| category | residential_multifamily |
| subsystem | residential_multifamily |
| pack_type | workflow |
| targets | ["claude_code"] |
| stale_data | Target bands, service standards, and KPI materiality thresholds are overlay-driven. Benchmarks drift with each reference refresh. |
| applies_to | {"segment":["middle_market"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise"],"lifecycle":["stabilized","renovation","lease_up","recap_support"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["property_manager","regional_manager","asset_manager"],"output_types":["operating_review","kpi_review","memo"],"decision_severity_max":"recommendation"} |
| references | {"reads":["reference/derived/role_kpi_targets.csv","reference/normalized/market_rents__{market}_mf.csv","reference/normalized/concession_benchmarks__{market}_mf.csv","reference/normalized/collections_benchmarks__{region}_mf.csv","reference/normalized/approval_threshold_defaults.csv"],"writes":[]} |
| metrics_used | ["physical_occupancy","leased_occupancy","economic_occupancy","notice_exposure","renewal_offer_rate","renewal_acceptance_rate","blended_lease_trade_out","concession_rate","collections_rate","delinquency_rate_30plus","bad_debt_rate","make_ready_days","average_days_vacant","turnover_rate","open_work_orders","work_order_aging","repeat_work_order_rate","controllable_opex_per_unit","payroll_per_unit","rm_per_unit","utilities_per_unit","revenue_variance_to_budget","expense_variance_to_budget"] |
| escalation_paths | [{"kind":"material_variance","to":"property_manager -> regional_manager -> asset_manager"},{"kind":"safety_p1_pattern","to":"maintenance_supervisor -> property_manager -> regional_manager"},{"kind":"fair_housing_flag","to":"approval_request(row 3)"}] |
| approvals_required | [] |
| description | 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. |
Produce a single monthly review pack that covers the property's operating performance end to end: occupancy, revenue, collections, delinquency, leasing funnel, renewal, turn pipeline, maintenance, and variance to budget. Feeds the PM's monthly conversation with regional and AM.
| Input | Type | Required | Notes |
|---|---|---|---|
| T12 and current-month GL | table | required | |
| Rent roll snapshot | table | required | |
| Funnel inputs | table | required | via workflows/lead_to_lease_funnel_review |
| Delinquency inputs | table | required | via workflows/delinquency_collections |
| Turn pipeline inputs | table | required | via workflows/unit_turn_make_ready |
| WO log | table | required | via workflows/work_order_triage + vendor_dispatch_sla_review |
| Budget and reforecast | table | required | |
| Target bands | derived | required |
| Output | Type | Shape |
|---|---|---|
| Property scorecard | kpi_review | all primary KPIs with bands |
| Narrative memo | memo | drivers, variances, actions |
| Variance table | kpi_review | revenue_variance_to_budget, expense_variance_to_budget |
| Action list |
checklist |
| owners, due dates, gates |
| Owner / AM submission draft | operating_review |
Asset_class, segment, form_factor, lifecycle_stage, management_mode, market.
metrics_used at the property grain as of month close.workflows/lead_to_lease_funnel_review for leasing summary.workflows/delinquency_collections for aging and gates.workflows/unit_turn_make_ready for turn pipeline.workflows/vendor_dispatch_sla_review for vendor SLA flags.controllable_opex_per_unit trend; payroll_per_unit, rm_per_unit, utilities_per_unit check.approval_request already open from child workflows.as_of_date and status tags.See frontmatter metrics_used.
reference/derived/role_kpi_targets.csvreference/normalized/market_rents__{market}_mf.csvreference/normalized/concession_benchmarks__{market}_mf.csvreference/normalized/collections_benchmarks__{region}_mf.csvreference/normalized/approval_threshold_defaults.csvNone for the review pack itself (informational / recommendation severity). Any action inside a child workflow carries its own approval gate.
stabilization_pace_vs_plan.workflows/third_party_manager_scorecard_review).Occupancy. physical_occupancy, leased_occupancy, economic_occupancy all within band. notice_exposure within band.
Leasing. Funnel invoked; key flags surfaced.
Renewal. renewal_offer_rate at target; renewal_acceptance_rate within band; blended_lease_trade_out within overlay band.
Collections. collections_rate within band; delinquency_rate_30plus within band; bad_debt_rate within band. Two legal-notice approvals open from child workflow.
Turn and WO. make_ready_days within band; open_work_orders within band; repeat_work_order_rate within band; one vendor flagged for scorecard review.
Financial variance. revenue_variance_to_budget within overlay materiality. expense_variance_to_budget: utilities above materiality; driver explained.
Action list. Owners, dates, and gates enumerated.
Confidence banner. All references surfaced with as_of_date and status.