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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.
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 quarterly-portfolio-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 | Quarterly Portfolio Review |
| slug | quarterly_portfolio_review |
| version | 0.1.0 |
| status | draft |
| category | residential_multifamily |
| subsystem | residential_multifamily |
| pack_type | workflow |
| targets | ["claude_code"] |
| stale_data | Market trend references, concentration thresholds, benchmark sets, watchlist scoring weights, and fund-level target returns drift. Every trend statement cites a reference. |
| 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":["asset_manager","portfolio_manager","coo_operations_leader","cfo_finance_leader","ceo_executive_leader"],"output_types":["operating_review","kpi_review","memo","dashboard"],"decision_severity_max":"action_requires_approval"} |
| references | {"reads":["reference/derived/role_kpi_targets.csv","reference/normalized/occupancy_benchmarks__{market}_mf.csv","reference/normalized/collections_benchmarks__{region}_mf.csv","reference/normalized/watchlist_scoring.yaml","reference/derived/same_store_set__{org}.yaml","reference/normalized/approval_threshold_defaults.csv"],"writes":[]} |
| metrics_used | ["same_store_noi_growth","occupancy_by_market","delinquency_by_market","turn_cost_by_market","portfolio_concentration_market","asset_watchlist_score","budget_attainment","forecast_accuracy","noi","noi_margin","dscr","debt_yield","blended_lease_trade_out","capex_spend_vs_plan","renovation_yield_on_cost","stabilization_pace_vs_plan"] |
| escalation_paths | [{"kind":"portfolio_risk_concentration","to":"portfolio_manager -> executive"},{"kind":"fund_covenant_breach_risk","to":"portfolio_manager -> cfo_finance_leader"},{"kind":"board_submission","to":"executive + finance/reporting lead -> approval_request(row 16)"}] |
| approvals_required | ["board_final_submission","investor_quarterly_final_submission"] |
| description | 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. |
Roll the monthly AM outputs into a quarterly portfolio view. Narrative, not transactional. Provides the portfolio_manager, COO, CFO, and CEO with a view of trend, concentration, risk, and the board / investor story for the quarter.
| Input | Type | Required | Notes |
|---|---|---|---|
| AM reviews (3 months) | packs | required | from workflows/monthly_asset_management_review |
| Same-store set definition | yaml | required | frozen per quarter |
| Market references | csv | required | trend views |
| Watchlist scoring | yaml | required | |
| Fund-level debt schedule | yaml | required | for fund covenant view |
| Investor report template | md | required | overlay-driven |
| Board packet template | md | required | overlay-driven |
| Output | Type | Shape |
|---|---|---|
| Portfolio KPI dashboard | dashboard | same-store, market, watchlist, covenant |
| Trend narrative | memo | quarter over quarter, year over year |
| Concentration review | memo | market, segment, vintage |
| Watchlist movers | kpi_review | top movers up / down |
| Capex program summary | kpi_review | portfolio capex_spend_vs_plan, renovation_yield_on_cost |
| Board packet draft | operating_review |
| Investor / LP draft | memo |
Final-marked output MUST follow _core/executive_output_contract.md:
verdict-first block (recommendation, 3-bullet rationale, confidence,
materiality, next action), source-class labels on every numeric cell
([operator] / [derived] / [benchmark] / [overlay] /
[placeholder]), and refusal-artifact shape when a required reference
is absent. Period-seal gate: required_period_seal.minimum_close_status = hard_close (see reference_manifest.yaml); this workflow refuses
if close_status is soft or draft at run time.
Asset_class, segment, market concentration, loan context.
same_store_noi_growth quarter and trailing 4 quarters.portfolio_concentration_market; segment and vintage concentration.capex_spend_vs_plan; program-level renovation_yield_on_cost.stabilization_pace_vs_plan.forecast_accuracy; systematic bias review.workflows/market_rent_refresh outputs where available.approval_request rows 15 / 16 for final submissions.as_of_date and status.See frontmatter.
reference/derived/role_kpi_targets.csvreference/normalized/occupancy_benchmarks__{market}_mf.csvreference/normalized/collections_benchmarks__{region}_mf.csvreference/normalized/watchlist_scoring.yamlreference/derived/same_store_set__{org}.yamlreference/normalized/approval_threshold_defaults.csvworkflows/capital_project_intake_and_prioritization for any late-cycle capex.Same-store NOI growth. Within overlay band trailing 4 quarters.
Concentration. Charlotte weight within overlay threshold; other markets diversified per fund mandate.
Watchlist. Distribution by color; movers detailed with top drivers.
Covenant posture. Fund-level cushion adequate across loans; one loan on refi runway.
Capex program. Portfolio capex_spend_vs_plan within band; renovation_yield_on_cost at or above underwriting.
Lease-up. One asset in lease-up; stabilization_pace_vs_plan within band.
Forecast discipline. Portfolio forecast_accuracy within overlay band; no systematic bias flagged.
Board / LP. Draft prepared; approval_request row 15 and row 16 queued.
Confidence banner. References cited with as_of_date and status.