cre-skills

Configure or update your organization's brand guidelines for CRE deliverables (pitch decks, IC memos, investor updates, offering packages). Saved locally at ~/.cre-skills/brand-guidelines.json for automatic reuse across all deliverable skills.

List available CRE expert agents and pre-built team compositions for multi-agent analysis. Works across all 113 CRE skills.

Find the right CRE skill for your task. Catalog-driven router with intent matching, artifact awareness, and confidence scoring.

Show available CRE multi-skill workflow chains (acquisition pipeline, capital stack, hold period, disposition, development, fund management).

View aggregated analytics about local skill customizations -- which skills are adapted most, common change patterns, and upstream suggestion rate

Adapt a CRE skill to your workplace workflow -- creates a local override without modifying base skill files

View aggregated feedback ratings and comments from CRE skill sessions

Run a CRE workflow orchestrator -- coordinates multiple skills and agents into a multi-phase pipeline with checkpoints, verdicts, and challenge layers. Available orchestrators: acquisition, capital-stack, hold-period, disposition, development, fund-management, research, strategy, portfolio, lp-intelligence.

Report a bug or problem with a CRE skill, workflow, or orchestrator

Share feedback about CRE Skills -- quality, suggestions, or general comments

View aggregated CRE skill usage statistics from local telemetry data

Allocation Committee Member agent for CRE institutional analysis and decision support.

Asset Manager Lead Agent agent for CRE institutional analysis and decision support.

Institutional asset manager overseeing a $500M+ CRE portfolio across multifamily, office, and industrial. Focused on NOI maximization, capital deployment timing, tenant retention, and hold/sell/refi decisions. Operates on a monthly cadence reviewing dashboards, approving capex, and monitoring covenant compliance. Deploy this agent for portfolio-level strategy, business plan execution tracking, and same-store performance analysis.

Ultra-high-net-worth family office with a generational wealth perspective and 10-30 year hold horizon. Prioritizes after-tax cash flow, operational simplicity, and estate planning over headline returns. Deploy when analyzing how patient, tax-sensitive private capital evaluates an asset, when structuring 1031 exchanges, cost segregation studies, or estate-planning-driven transactions.

Public pension fund allocator managing $50B+ in real assets. ODCE-mandate core investor focused on income stability, low leverage, and institutional-quality assets in top-25 MSAs. Deploy when analyzing how conservative, long-duration capital evaluates an acquisition, when positioning an asset for sale to core buyers, or when stress-testing whether an asset meets fiduciary-grade underwriting standards.

Private equity real estate fund with $5B in dry powder pursuing opportunistic and value-add strategies. Targets 15-20% net IRR over 3-5 year holds with 65-75% leverage. Deploy when analyzing how aggressive, return-driven capital evaluates an acquisition, when structuring promote waterfalls, or when assessing value-add execution risk and exit assumptions.

Public REIT acquisitions team evaluating deals through FFO/AFFO accretion, NAV impact, portfolio fit, and equity analyst reaction. Disciplined to NAV methodology, pays with equity or cash from 1031 proceeds and credit facilities. Deploy when analyzing how publicly traded capital evaluates an asset, when testing portfolio complementarity, or when assessing whether a deal moves the stock price.

Multifamily syndicator raising capital deal-by-deal from 50-200 accredited investors. Fee-driven economics where acquisition fees, asset management fees, and promote create GP incentive to close deals. Targets 15-18% projected IRR to LPs with 75-80% leverage. Deploy when analyzing how sponsor-driven capital evaluates a deal, when stress-testing investor pitch projections, or when assessing capital raise feasibility and fee structure alignment.

Portfolio Manager Agent agent for CRE institutional analysis and decision support.

Portfolio Strategist Agent agent for CRE institutional analysis and decision support.

CPM-certified property manager running 2,000+ multifamily units or 500K+ SF of commercial space. Operationally obsessive about cost-per-unit metrics, preventive maintenance, collections, and tenant satisfaction. Knows every vendor relationship, seasonal maintenance cycle, and common failure mode. Deploy this agent for operational analysis, expense benchmarking, maintenance planning, and tenant retention strategy.

Risk Officer Agent agent for CRE institutional analysis and decision support.

Pension fund allocator managing a $2B real assets portfolio who has been burned by every cycle. Questions fees, alignment of interest, and track record methodology with forensic precision. Demands GIPS compliance, audited returns, and transparent fee disclosure. Deploy this agent to stress-test investor-facing materials, fee structures, return presentations, and any communication that will be reviewed by institutional LPs or their consultants.

Submarket Specialist Agent agent for CRE institutional analysis and decision support.

Global macro and cycle-timing CRE analyst channeling Tom Barrack's relationship-driven, opportunistic approach. Deploy when evaluating distressed assets, cross-border capital flows, cycle positioning, emerging market opportunities, or any deal where timing and relationships are the primary value drivers. Evaluates through cycle discipline, capital flow analysis, and downside management.

Agent roster index for the CRE skills plugin. Lists all 54 agents grouped by 13 categories with one-line descriptions. Used by deal-team-lead to select agents for multi-agent analysis. Includes 10 pre-built team compositions for common CRE tasks.

Senior acquisitions analyst at an institutional CRE shop with 10+ years sourcing and underwriting deals across multifamily, office, industrial, and retail. Deploys a ruthless screening framework -- 95% of deals get killed before full underwriting. Thinks in IRR, cap rates, replacement cost, and basis per unit. Best deployed early in the deal pipeline to triage opportunities, normalize T-12 financials, build proformas, and surface risks that the marketing package buries.

Promote-driven GP who has syndicated 50+ CRE deals totaling $3B+ in asset value. Sees upside everywhere and challenges conservative underwriting as leaving money on the table. Pushes for higher leverage, shorter hold periods, and creative structures. Deploy this agent as a counterpoint to conservative analysis -- useful for identifying genuine upside that cautious underwriting misses, but must be paired with the conservative-lender or ic-challenger to keep analysis honest.

Debt capital markets professional with deep experience across CMBS, agency (Fannie/Freddie), bank, life company, and debt fund lending. Sizes loans across DSCR, LTV, and debt yield constraints simultaneously to find the binding constraint. Expert in intercreditor dynamics, rate hedging, and covenant structures. Deploy this agent for financing analysis, loan sizing, refinancing evaluation, and capital structure optimization.

Chief Investment Officer Agent agent for CRE institutional analysis and decision support.

Chief credit officer at a commercial bank with 25 years of lending experience through three full CRE cycles including the S&L crisis aftermath, GFC, and post-COVID distress. Sees risk in everything. Demands 1.25x DSCR, 65% LTV, 9% debt yield minimum. Assumes markets will turn. Deploy this agent as an adversarial stress-tester for any investment thesis, financing proposal, or proforma to surface downside risks the sponsor team may be overlooking or minimizing.

General-purpose CRE domain expert with 30 years across acquisitions, asset management, development, capital markets, and dispositions. Not specialized in any one function -- provides broad institutional perspective and knows when to escalate to a specialist agent. Serves as the default CRE agent when no specific expertise is needed, or when routing a query to the right specialist.

Orchestrator agent that assembles and manages multi-agent teams for complex CRE tasks. Reads the agent roster index, selects 3-5 agents based on the task, defines roles and sequence, collects outputs, synthesizes disagreements, and produces consolidated recommendations. Has access to 8 pre-built team compositions. Deploy for any complex CRE analysis that benefits from structured disagreement among multiple expert perspectives.

Ground-up development expert with 20+ projects delivered across multifamily, mixed-use, and industrial totaling $1.5B+ in total development cost. Thinks in TDC per unit, development spread, monthly draw schedules, and construction risk matrices. Understands entitlements, GC procurement, and lease-up risk. Deploy this agent for development feasibility analysis, budget review, construction risk assessment, and entitlement strategy.

Disposition Manager agent for CRE institutional analysis and decision support.

Leasing Manager Agent agent for CRE institutional analysis and decision support.

Exit specialist who has sold $2B+ in CRE assets across all property types and market conditions. Expert in timing, buyer psychology, marketing strategy, and tax-efficient exits including 1031 exchanges and UPREIT contributions. Thinks in marginal return on equity, buyer universe depth, and tax friction. Deploy this agent for hold/sell analysis, disposition marketing strategy, buyer targeting, and tax-efficient exit structuring.

Former special servicer who has worked out $5B+ in distressed CRE debt across CMBS, bank, and life company portfolios. Sees opportunity where others see problems. Expert in note purchases, REO acquisitions, receivership, bankruptcy proceedings, and loan modification negotiations. Thinks in loss severity, recovery rates, and liquidation timelines. Deploy this agent for distressed debt analysis, workout strategy, note purchase evaluation, and special situation deal structuring.

Fund Analyst agent for CRE institutional analysis and decision support.

Fund Controller agent for CRE institutional analysis and decision support.

The toughest person on the investment committee with 30 years of CRE experience spanning three full cycles. Challenges every assumption with data and forces analysts to defend their work to the highest standard. Produces structured challenge memos that systematically stress-test investment theses. Deploy this agent before any investment committee presentation to pressure-test the analysis, surface hidden assumptions, and ensure the team has defensible answers to the hardest questions.

Investor Relations Associate agent for CRE institutional analysis and decision support.

IR director at a $1B+ CRE fund managing 50+ LP relationships across pension funds, endowments, family offices, and sovereign wealth. Expert in fundraising, quarterly reporting, NAV calculation, fee structures, and regulatory compliance. Thinks in DPI/TVPI/IRR, gross-to-net bridges, and benchmark comparison. Deploy this agent for investor reporting, fund performance analysis, fee structure review, and LP communication strategy.

Commercial leasing director with 2M+ SF of deals closed across office, retail, and industrial. Expert in tenant negotiations, concession structures, effective rent analysis, and co-tenancy dynamics. Thinks in absorption rates, TI payback periods, and commission structures. Deploy this agent for lease analysis, tenant negotiation strategy, rent roll evaluation, and market rent assessment.

Professional contrarian who assumes consensus is wrong. When everyone is bullish, builds the bear case; when everyone is bearish, finds the bull case. Looks for crowded trades, consensus assumptions that could break, and mean-reversion opportunities. Deploy when you need to stress-test prevailing market views, when an investment thesis feels too comfortable, or when identifying variant perceptions that the market is mispricing.

ESG and impact investing specialist evaluating deals through environmental, social, and governance criteria. Fluent in GRESB, TCFD, UN SDGs, and EU Taxonomy frameworks. Focuses on carbon trajectory, climate transition risk, social impact, and governance quality. Deploy when assessing sustainability risk and opportunity, when building GRESB improvement plans, or when evaluating stranded asset exposure and climate resilience.

Market narrative and qualitative research analyst who understands that numbers alone miss the story. Focuses on demographic shifts, tenant quality beyond credit ratings, neighborhood trajectory, political dynamics, and infrastructure signals. Deploy when you need to understand the story behind the numbers, when evaluating market positioning, or when quantitative analysis needs context about demand drivers and competitive dynamics.

Pure quantitative analyst who rejects narrative without mathematical support. Runs DCF, sensitivity analysis, Monte Carlo references, regression, and breakeven calculations. Demands explicit assumptions for every input. Deploy when you need rigorous numerical analysis, when qualitative arguments need stress-testing with actual numbers, or when building financial models and sensitivity frameworks for CRE deals.

Chief risk officer focused entirely on downside protection, tail risk, and portfolio resilience. Evaluates probability of loss, maximum drawdown, correlation risk, concentration risk, liquidity risk, and regulatory exposure. Demands stress testing, covenant monitoring, and exit optionality for every position. Deploy when you need to identify what kills a deal, when stress-testing a portfolio, or when building risk frameworks for CRE investment programs.

LP Advisor agent for CRE institutional analysis and decision support.

Market Research Analyst Agent agent for CRE institutional analysis and decision support.

MAI-designated commercial appraiser perspective agent that values CRE assets using USPAP-compliant methodology. Deploy when challenging broker opinions of value, validating acquisition pricing, evaluating cap rate assumptions, or when any deal relies on a value conclusion that has not been independently tested. Applies income, sales comparison, and cost approaches, then reconciles to a defensible value with market evidence for every input.

Senior construction manager perspective agent that evaluates buildability, cost reasonableness, schedule feasibility, and contractor risk. Deploy when reviewing development budgets, evaluating value-add capex plans, assessing construction risk in underwriting, or when the deal team needs a reality check on whether the project can be built at the stated price and timeline. Knows which GC bids are realistic and which are buy-ins.

Environmental compliance consultant perspective agent that evaluates contamination risk, regulatory liability, and climate exposure. Deploy when evaluating brownfield sites, industrial conversions, coastal assets, assets with UST or manufacturing history, or any deal where environmental liability could materially affect value. Forces analysis of remediation cost, regulatory compliance, and climate transition risk.

Commercial insurance underwriter perspective agent that classifies and prices property risk. Deploy when evaluating property condition, natural hazard exposure, insurance cost assumptions in underwriting, or when the deal involves older buildings, coastal/flood-zone assets, or properties with deferred maintenance. Forces analysis of probable maximum loss, risk mitigation, and insurable conditions.

Real estate partner perspective agent that evaluates contract risk, regulatory exposure, entity structure, and liability protection. Deploy when reviewing PSAs, leases, loan documents, JV agreements, or any deal where legal risk could materially affect returns. Forces analysis of worst-case liability exposure, indemnification gaps, closing conditions, and entity structuring. Thinks about what goes wrong, not what goes right.

Bank credit officer perspective agent that evaluates deals from the lender's viewpoint. Deploy when structuring debt, stress-testing loan terms, evaluating refinancing risk, or when the investment thesis depends on leverage. Forces conservative analysis focused on collateral protection, cash flow coverage, borrower creditworthiness, and recovery in default. The question is always: how do I get my money back?

Municipal planning director perspective agent that evaluates development proposals from the public sector viewpoint. Deploy when assessing entitlement feasibility, modeling tax revenue impact, evaluating community benefit packages, or when the investment thesis depends on government approvals. Forces analysis of zoning compliance, infrastructure capacity, political feasibility, and the balance between growth and community concerns.

Corporate tenant perspective agent that evaluates space from the occupier's viewpoint. Deploy when analyzing tenant demand drivers, evaluating a building's competitive position for leasing, stress-testing rent assumptions, or when the investment thesis depends on lease-up or tenant retention. Forces analysis beyond the investor lens to answer: would a rational tenant choose this space at this price?

Institutional-scale CRE analyst channeling Jonathan Gray's Blackstone data-driven, thematic conviction approach. Deploy when evaluating portfolio-scale acquisitions, identifying scalable investment themes, assessing whether a deal fits institutional criteria, or when the question is 'can we do this 100 times?' Filters for repeatability, data patterns, and secular growth themes over one-off opportunities.

Academic-rigor CRE analyst channeling Peter Linneman's first-principles quantitative approach. Deploy when decomposing cap rates, stress-testing underwriting assumptions, evaluating market fundamentals with statistical evidence, or when the team needs every assumption made explicit and testable. Forces mathematical precision and rejects narrative without numbers.

Visionary development analyst channeling Stephen Ross's long-horizon placemaking philosophy. Deploy when evaluating development sites, mixed-use projects, public-private partnerships, transit-oriented development, or any deal where the question is not 'what is this?' but 'what could this become?' Thinks in decades, evaluates entitlement complexity, and quantifies placemaking value.

Brand and experience-driven CRE analyst channeling Barry Sternlicht's design-forward investment philosophy. Deploy when evaluating hospitality, lifestyle, and experiential real estate, when assessing brand value or repositioning potential, or when challenging commodity thinking about an asset. Sees every building as a brand platform and evaluates through tenant experience and design ROI.

Contrarian CRE investment analyst channeling Sam Zell's philosophy of buying unloved assets below replacement cost. Deploy when evaluating distressed opportunities, challenging market consensus, or stress-testing whether a deal's going-in basis provides adequate downside protection. Produces contrarian takes that force the team to justify why the crowd is right.

Hands-on operator who has renovated 5,000+ multifamily units and repositioned 15+ commercial properties. Sees operational and physical upside that financial analysts miss. Knows exact renovation costs by market, rent premiums by finish level, and unit turnover timelines. Challenges stabilized assumptions and identifies value creation opportunities. Deploy this agent to evaluate renovation scope, validate value-add business plans, and stress-test operational upside projections.

Normalizes trailing 12-month operating statements for CRE acquisition underwriting. Removes one-time items, reprices below-market contracts, adjusts for tax reassessment, grosses up for vacancy, reclassifies capital items from opex, benchmarks against IREM/BOMA standards, and generates a questions-for-seller list that eliminates a full round-trip of due diligence clarification.

Synthesizes outputs from loan-sizing-engine, mezz-pref-structurer, and JV waterfall to determine the optimal capital mix for a CRE deal. Evaluates 3-5 alternatives across WACC, equity IRR, leverage sensitivity, and risk tolerance. Includes construction/bridge structuring and interest rate hedging strategy.

Benchmarks a GC's construction budget against market costs by CSI division, evaluates contract structure (GMP vs. cost-plus vs. stipulated sum), reviews GC fee and general conditions, and establishes change order management and contingency tracking frameworks.

Assesses whether a proposed development is achievable under current zoning or requires discretionary approvals, quantifies entitlement risk (timeline, cost, probability), and calculates entitlement value created by moving a parcel from unentitled to entitled status.

Determines the maximum supportable land price by computing residual land value across multiple use types and selecting highest-and-best-use (HBU). Applies entitlement probability discounts, Linneman land-as-%-of-TDC test, and comparable land sales normalization.

Portfolio-level allocation engine that maps current holdings by property type, geography, risk profile, and vintage year against institutional targets, identifies over/under-weights, runs concentration risk analysis (HHI, tenant exposure, lease maturity), and produces a multi-year rebalancing execution plan with transaction cost budgets.

Post-acquisition asset onboarding to property management, TI project coordination, and development-to-stabilization transition bridging Acquisitions, PM, and Development.

Designs and executes comprehensive 1031 tax-deferred exchange strategies. Manages 45-day identification and 180-day exchange deadlines, evaluates replacement property candidates, prevents common exchange failures, and includes reverse exchange mechanics and DST fallback analysis. Triggers on '1031', 'like-kind exchange', 'tax deferral', 'replacement property', or 'qualified intermediary'.

Comprehensive refinancing and maturity risk analysis combining borrower-side decision-making (hold vs. refi vs. sell vs. extend vs. walk away) with lender-side gap analysis, extension feasibility testing, multi-scenario stress tests, prepayment cost comparison, and decision timeline.

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, leverage, liquidity, cost of capital, and management quality signals. Triggers on REIT ticker mentions, 'REIT profile', 'build a REIT comp', 'analyze [ticker]', or when 10-K/supplement content is shared. Core data layer for the AMOS pipeline.

Manages active 1031 exchange pipelines: 45-day identification tracking, 180-day close deadline management, replacement property candidate evaluation, boot minimization, reverse exchange mechanics, QI coordination, and DST fallback analysis.

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.

Top-level workspace for development and construction projects. Routes through land analysis, pro forma modeling, entitlements, budgeting, cost estimation, project management, and procurement. Manages persistent development project context across sessions.

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'.

Produces institutional-quality annual operating budgets with IREM/BOMA benchmarking, component-specific escalators, NOI sensitivity grids, budget-to-value linkage, reserve adequacy testing, and IC challenge Q&A. Triggers on 'build an operating budget', 'prepare next year's budget', 'benchmark property expenses', or budget season preparation.

Top-level workspace for ongoing asset management and property operations. Routes through budgeting, performance monitoring, capex, NOI optimization, compliance, maintenance, and vendor management. Manages persistent asset context across sessions.

Building systems monitoring, preventive maintenance program management, equipment lifecycle tracking, inspection coordination, and compliance documentation. Covers HVAC, elevator, fire/life safety, roofing, and MEP systems. Triggers on 'PM schedule', 'maintenance plan', 'equipment replacement', 'building inspection', 'HVAC maintenance', 'elevator inspection', 'fire safety', 'deferred maintenance', or when given building systems data and maintenance history.

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.

Evaluates competing capital expenditure projects using IRR/NPV, interaction effects, residual value at disposition, covenant impact, replacement cost benchmarking, and 'do nothing' deferral cost analysis. Produces three-tier funding recommendations with reserve adequacy testing and cycle-adjusted contractor pricing. Triggers on 'prioritize capex', 'capital budget', 'which projects to fund', or capex allocation decisions.

Conducts building-level carbon audit, benchmarks against local Building Performance Standards (NYC LL97, DC BEPS, Boston BERDO 2.0, Denver, Colorado, Maryland, St. Louis), calculates penalty exposure, evaluates compliance pathways, and produces compliance-vs-penalty NPV comparison. Includes green certification ROI analysis and GRESB improvement roadmap.

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 tenant demand. Produces dollar-denominated risk, not abstract hazard scores.

Generates and tracks comprehensive closing checklists for CRE transactions (acquisitions, dispositions, refinancings). Backward-schedules deadlines from closing date, assigns responsibilities, identifies critical path, and tracks completion status.

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.

Building code violations, OSHA responses, ADA compliance, fire safety, environmental compliance during construction, entitlement tracking, community stakeholder communication. Triggers: code violation, OSHA, ADA, fire drill, environmental compliance, entitlement, community relations, inspection, certificate of occupancy, permit.

Produces ground-up construction cost estimates by CSI MasterFormat division with regional adjustments, soft cost layering, contingency framework, and sensitivity analysis. Accepts floor plans, building drawings, or text descriptions as input. Can generate ASCII floor plans and building mockups for co-creation design loops with real-time cost feedback. Triggers on 'estimate construction costs', 'how much to build', 'construction budget', 'TDC estimate', 'hard cost estimate', 'development cost', 'price this floor plan', 'what would this cost to build', or when given a project description, drawing, or floor plan.

GC selection, bid leveling, GMP/lump sum negotiation, CO compliance, punch list management, and design team evaluation for Development Managers.

Central command for ground-up development and major renovation projects. Manages RFIs, submittals, change orders, draw requests, schedule tracking, safety compliance, and lender reporting. Triggers on 'construction update', 'draw request', 'RFI log', 'change order review', 'punch list', 'construction budget', or when given a GC schedule, AIA billing, or project timeline.

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. Factors in bonus depreciation phase-down and passive activity limitations.

Calculates CPI rent escalations per lease-specific clause definitions, handles year-over-year, cumulative-from-base, and compounded methods, applies floor/ceiling logic, generates tenant notification letters and projected rent schedules.

Structures non-traditional acquisition financing using seller participation (carryback notes, master leases, earnouts, JV contributions) and analyzes loan assumption vs. new financing decisions. Quantifies installment sale tax benefits (IRC 453), models senior debt interaction, and produces 3-5 structured alternatives with negotiation playbooks. Triggers on 'seller financing', 'assumption vs. new loan', 'carryback note', 'master lease', 'earnout', or when conventional financing is suboptimal.

Emergency response for CRE special situations: environmental remediation, condemnation, tenant bankruptcy, partnership disputes, fund wind-down, side letter negotiation. Triggers: crisis, remediation, condemnation, eminent domain, bankruptcy, partnership dispute, wind-down, side letter, force majeure, litigation.

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.

Tracks deal-level performance attribution and GP carry across a multi-deal fund: realized vs unrealized returns, carry waterfall across full fund, clawback exposure, deal team attribution, and GP co-invest return comparison.

Top-level workspace for deal evaluation. Routes through screening, underwriting, structuring, and IC presentation. Manages persistent deal context across sessions.

Fast go/no-go screening tool for inbound CRE deals. Takes a raw OM, broker email, or listing and returns a KEEP/KILL verdict with back-of-napkin returns, key assumptions, and a diligence checklist. Triggers on 'quick screen this deal', 'should I look at this?', or any new deal flow needing triage.

Lightweight deal underwriting for single-asset CRE transactions. Computes going-in cap rate, stabilized cap, CoC return, DSCR, levered/unlevered IRR, equity multiple, and breakeven occupancy. Runs 2-way sensitivity tables and generates a go/no-go scorecard. The quick-math complement to the heavier acquisition-underwriting-engine. Triggers on 'underwrite this deal', 'run the numbers', 'IRR on this property', 'deal analysis', or when given a purchase price, NOI, and financing terms.

Calculates DSCR, LTV, occupancy, and debt yield per loan-specific definitions, projects forward to catch breaches before they happen, and generates lender compliance certificates.

Builds and maintains an institutional-quality CRE debt fund portfolio monitoring framework. Produces traffic-light dashboard, watchlist with objective triggers, maturity wall analysis, concentration tracking, CECL-based loss reserves, rate exposure monitoring, facility covenant dashboard, and LP-reportable package.

Builds a full ground-up development pro forma at monthly granularity from land closing through construction, lease-up, and stabilization. Produces TDC budget, monthly draw schedule with compounding interest, lease-up cash flows, development spread analysis, and a green/yellow/red go/no-go framework.

Produces a complete disposition preparation package: T-12 normalization, rent roll scrub, data room index, buyer Q&A, retrade defense, broker selection, marketing timeline, value story, and buyer targeting. Covers decision-to-sell through close.

Produces a comprehensive sell/hold/refinance analysis with market cycle positioning, tax impact quantification, marginal return on equity, buyer universe assessment, and 15 selectable disposition scenario variants (value-add MF, portfolio 1031, distressed office, sale-leaseback, and more).

Generates a comprehensive acquisition strategy for distressed CRE assets acquired through REO, note purchase, special servicing, receivership, or bankruptcy. Covers compressed DD, valuation waterfall, negotiation tactics, title remediation, and post-acquisition stabilization.

Generates individual LP distribution notices with per-investor share calculations, tax characterization, waterfall tier explanation, and batch processing for 50-200+ investors.

Evaluates first-time and second-time CRE fund managers for institutional LP allocation. Different benchmarks, operational DD emphasis, team pedigree assessment, and track record reconstruction from prior employer deals.

Automates estoppel certificate population for CRE transactions. Performs three-way cross-reference (lease vs. rent roll vs. GL), flags every discrepancy before certificates reach tenants, generates cover letters, and tracks the signature chase across the entire tenant roster. A single incorrect estoppel can derail a closing.

End-to-end fund formation toolkit covering entity structuring (syndication vs. fund vs. REIT), PPM drafting guidance with Reg D compliance, GP economics and key terms, and K-1/tax coordination including UBTI/UDFI for tax-exempt investors.

Top-level workspace for fund management and LP communications. Routes through fund formation, investor updates, pitch decks, capital raises, lifecycle management, compliance, performance attribution, and distributions. Manages persistent fund context across sessions.

Institutional fund management operations: regulatory compliance monitoring, fee calculations, capital account statements, subscription processing, AML/KYC, Form D filings, LPAC governance, and fund expense ratios. Triggers on 'fund compliance', 'capital account', 'management fee calc', 'LP subscription', 'Form D filing', 'LPAC meeting', 'investor reporting', or when given fund terms, committed capital, and investment activity.

Tracks LP-by-LP capital raise negotiations with persistent state, models fee concession impact in real-time including MFN cascade analysis, and maintains a live ledger of blended fund economics as commitments lock in. Scales from 10-LP seed funds to 300+ LP institutional raises.

Compare fund terms against market norms and produce a terms comparison matrix with fee load analysis and negotiation recommendations. Benchmarks management fee, carried interest, preferred return, clawback, key person clause, GP commitment, fee offsets, and fund life against market data segmented by fund type (closed-end PE, open-end core, co-invest, separate account), fund size, and strategy. Produces total fee load projections at different return scenarios and identifies LP-favorable and GP-favorable outliers. Triggers on 'fund terms', 'term comparison', 'fee benchmarking', 'management fee comparison', 'carry structure', 'promote comparison', 'preferred return', 'clawback', 'key person clause', 'GP commitment', 'fee load analysis', 'terms negotiation', or when an LP needs to evaluate whether a GP's proposed terms are market-competitive.

Calculate and verify funds flow, prorations, wire instructions, and the settlement statement for CRE acquisition closings. Branches by all-cash vs. financed (single tranche vs. multiple), 1031 exchange proceeds, number of funding sources, and proration method (per diem vs. actual/365 vs. 30/360). Triggers on 'funds flow', 'prorations', 'settlement statement', 'wire instructions', 'cash to close', 'net proceeds', 'security deposit transfer', 'closing statement', 'ALTA statement', or when given a closing date, rent roll, tax bill, and purchase price.

Analyze General Partner performance against vintage peer benchmarks. Computes fee drag (gross-to-net spread), DPI/TVPI/IRR vs vintage peers, deal-level return dispersion, key person risk, style drift detection, and produces a GP scorecard with performance, fees, risk, and re-up recommendation. Branches by fund strategy (core, value-add, opportunistic), fund vintage, and fund size. Triggers on 'GP performance', 'GP evaluation', 'GP track record', 'vintage benchmark', 'fee drag', 'gross to net spread', 'fund performance analysis', 'manager evaluation', 'GP scorecard', 'DPI TVPI comparison', 'fund quartile ranking', or when an LP needs to evaluate a GP's quantitative performance.

Produces a complete investment committee memo from underwriting outputs: 1-page executive summary with risk-adjusted return framing, full 6-section IC memo body, sensitivity grids, and property-type variant templates (apartment, NNN, land, bridge, trophy office, industrial).

Insurance program review, coverage adequacy testing, contractor insurance verification, builder's risk/OCIP/CCIP evaluation, and property tax escrow management for AM, PM, and Development.

LP lifecycle management: investor meetings, benchmark comparison, cash management, audit coordination, re-up solicitation, GIPS composites, satisfaction tracking. Triggers: investor meeting, LP relations, benchmark, NCREIF, ODCE, audit PBC, re-up, GIPS, capital call, distribution, investor reporting.

Designs, calculates, and explains joint venture equity waterfall structures for GP/LP partnerships. Three modes: Structure (term sheet from scratch), Calculate (distributions under specific scenarios), Explain (LP-facing plain-language education). Triggers on 'waterfall', 'promote', 'preferred return', 'GP/LP split', 'JV structure', or 'carry'.

Extracts structured data from commercial lease documents (30+ fields), flags ambiguous provisions for legal review, cross-references amendments, and builds the critical dates calendar. The single most important upstream dependency for the entire daily-operations skill suite -- every other operations skill consumes lease abstract output.

Unified lease administration compliance audit covering CAM reconciliation, percentage rent verification, insurance tracking, escalation audits, and environmental compliance. Quantifies revenue recovery opportunities with probability-weighted waterfall analysis. Triggers on 'audit lease compliance', 'CAM reconciliation', 'percentage rent audit', 'insurance certificates', or property disposition/refinancing prep.

Lease amendment drafting, standard lease template refresh, expansion/contraction option analysis, and build-to-suit proposal evaluation for Leasing and Asset Management.

Consolidates 8 complex lease negotiation scenarios into a single skill with scenario selector: (a) anchor replacement with co-tenancy cascade, (b) trophy tower backfill, (c) naming rights valuation, (d) life science TI amortization, (e) sublease consent with recapture NPV, (f) exclusive use violation, (g) specialty conversion IRR crossover, (h) ground lease improvements. Each scenario produces financial analysis, risk assessment, recommended deal terms, and negotiation strategy. Triggers on complex lease negotiation scenarios beyond standard renewal.

Designs optimal lease option packages (renewal, expansion, contraction, termination, ROFO/ROFR, purchase) for asset managers negotiating with tenants. Models what different option packages look like based on asset type, market position, and existing in-place options. Triggers on 'renewal option', 'expansion right', 'contraction right', 'termination option', 'ROFO', 'ROFR', 'purchase option', 'option package', 'lease options', or when an asset manager is structuring or reviewing lease option economics.

Top-level workspace for leasing workflows. Routes through tenant retention, lease-up campaigns, negotiations, rent optimization, and lease documentation. Manages persistent leasing context across sessions.

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, same-store NOI analysis, and alpha decomposition (selection, operating, transaction, leverage).

Analyzes whether to renew an existing tenant or trade out for a new one with full financial comparison. Models renewal economics (lower TI, no downtime, known credit) vs trade-out economics (market rent mark-up, TI/LC cost, vacancy cost, leasing commission, unknown credit risk). Produces NPV comparison with breakeven analysis.

Generates a full-stack lease-up operations plan for new developments, major vacancies, or acquisitions requiring rapid absorption. Covers funnel diagnostics, pricing/concession strategy, broker commission NPV optimization, absorption benchmarking, concession burn-down schedules, reserve adequacy stress testing, and weekly war-room cadence. Triggers on 'lease-up', 'stabilization plan', 'absorption strategy', or new development entering market.

Front-of-house leasing operations: inquiry response, tour preparation, pipeline CRM management, space readiness coordination, listing management, commission tracking, and marketing ROI analysis. Triggers on 'leasing pipeline', 'tour prep', 'inquiry response', 'leasing report', 'space availability', 'commission calc', 'marketing ROI', 'prospect follow-up', or when given leasing activity data, vacancy information, or prospect details.

Marketing material creation, broker event planning, TI cost benchmarking, marketing plan development, and commission structure benchmarking for Leasing Directors.

Prepares quarterly lender compliance certificates using loan-specific financial metric definitions. Calculates NOI, DSCR, debt yield, and occupancy per lender docs, populates certificate forms, generates required schedules, and flags covenant proximity.

Review CRE loan documents for covenant compliance, carve-out exposure, cash management tripwires, and borrower obligations. Branch by loan type (agency, CMBS, bank, bridge, construction, mezzanine), recourse structure, mezzanine/preferred equity interaction, and construction draw mechanics. Interrogate recourse type, mezz presence, assumption vs. new origination, and environmental concerns before reviewing. Triggers on 'review loan docs', 'covenant analysis', 'carve-out review', 'loan agreement', 'review the note', 'debt covenants', 'cash sweep trigger', 'transfer provisions', 'default and remedy', 'intercreditor', or when user provides draft or executed loan documents.

Sizes CMBS and balance sheet CRE loans from raw property financials. Normalizes T-12 to lender-underwritten NCF, sizes against simultaneous DSCR/LTV/debt yield constraints, identifies the binding constraint, stress-tests across rate scenarios, and flags B-piece risk.

Generates a complete, copy-paste-ready Letter of Intent with negotiation strategy memo, three-tier pricing table, ten non-price levers, seller psychology brief, and broker cover email. Triggers on 'draft an LOI', 'build an offer', 'help me structure the bid', or when an acquisitions team is ready to submit.

Generate structured data requests for Limited Partners to send to General Partners across all stages of the LP-GP relationship. Produces request templates for initial due diligence, quarterly monitoring, annual review, and re-up evaluation. Branches by asset class (CRE, PE, credit), fund type (open-end, closed-end, co-invest, separate account), and reporting period. Triggers on 'LP data request', 'GP reporting', 'LP due diligence', 'fund reporting requirements', 'ILPA standards', 'LP questionnaire', 'DDQ', 'data room checklist', 'investor reporting', or when an LP needs to formulate what information to demand from a GP.

Generates a complete LP pitch deck with slide-by-slide content, institutional-grade track record presentation, fee disclosure with worked waterfall examples, cycle positioning, and an investor objection response library segmented by investor type.

Produces a comprehensive market cycle positioning report using the Mueller Real Estate Cycle model. Combines cycle timing analysis with capital markets intelligence (transaction volume, cap rate decomposition, capital flows, investor sentiment) to generate actionable buy/sell/hold recommendations across three time horizons.

Generates structured CRE market research memos covering MSA, submarket, and sector-level conditions. Synthesizes supply/demand fundamentals, rent trends, cap rate movements, capital markets conditions, and forward-looking signals into investment-grade market commentary. Triggers on 'write a market memo', 'market update', 'submarket analysis', or when a user provides market data and asks for a written synthesis. Designed to feed the AMOS deal pipeline and supplement reit-profile-builder output.

Administrative workspace for plugin configuration, diagnostics, and maintenance. Routes to brand configuration, usage stats, feedback, problem reporting, catalog validation, router diagnostics, and workspace management.

Structures mezzanine debt and preferred equity positions in the CRE capital stack. Sizes and prices subordinate tranches, drafts intercreditor frameworks, models downside recovery, builds cash management waterfalls, and produces mezz vs. pref equity comparison.

Stochastic simulation engine for CRE returns. Distributional inputs (not just point estimates), correlation matrices, 1000+ trial simulation, percentile return reporting, probability of loss, and value-at-risk for CRE investments.

Meta workspace that helps users find the right workspace or specialist skill. Runs the catalog-driven router and presents options. Acts as the default entry point for any CRE request that does not clearly map to a specific workspace.

Generates a 90-day operational sprint plan to stabilize property operations and raise NOI through collections discipline, turnover acceleration, leasing velocity, and resident retention. Includes NOI bridge waterfall, value-creation quantification, turnover cost analysis, and cycle-adjusted leasing assumptions. Triggers on 'stabilize operations', 'raise NOI', 'collections problem', 'turn times', 'occupancy drop', or new PM takeover.

Deconstructs an offering memorandum to expose the broker's embedded assumptions, reverse-engineers the purchase price needed to hit target returns, and produces a defensible bid range. Triggers on 'reverse price this OM', 'what should I actually pay?', or when an OM needs critical analysis.

Evaluates whether investing capital gains into a Qualified Opportunity Zone Fund produces superior after-tax returns vs. a non-OZ alternative. Quantifies deferral, 10-year exclusion, compliance requirements, and the OZ premium -- how much worse the OZ project can be in pre-tax terms while still matching the non-OZ after-tax return.

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 gain allocation. Includes REIT compliance testing module.

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 performance benchmarking. Routes to specialized downstream skills and includes asset-type-specific modules. Triggers on 'property management', 'PM report', 'tenant issue', 'maintenance plan', 'vendor management', 'building operations', 'PM dashboard', or any operational property management question.

Operational administration for CRE properties: parking, common area inspections, landscaping, janitorial, work orders, tenant surveys, after-hours calls, directory management. Triggers: property operations, parking, inspection, landscaping, janitorial, work order, tenant satisfaction, after-hours, building directory, common area, preventive maintenance.

Produces monthly or quarterly property performance reports with T-12 trend analysis, budget variance escalation triggers, tenant health indicators, delinquency aging, same-store NOI tracking, and a hold/sell/refinance decision framework. Triggers on 'monthly report', 'performance dashboard', 'quarterly review', or 'should we hold, sell, or refi'.

Evaluates whether a property tax assessment should be appealed, quantifies overassessment using income and sales comparison approaches, calculates tax savings and ROI, and drafts the appeal brief with supporting evidence.

Analyzes a Purchase & Sale Agreement draft, identifies problematic provisions, and produces a risk-tiered redline strategy with specific markup language, negotiation talking points, and a battle plan for attorney-to-attorney negotiation. Triggers on 'review this PSA', 'redline strategy', or when a buyer receives a PSA draft from seller's counsel.

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 portfolio-level and deal-level modes. Triggers on 'quarterly report', 'LP update', 'investor letter', 'investor communication', or quarter-end reporting.

Quantitative rent optimization framework with loss-to-lease waterfall analysis, renewal probability modeling, effective rent NPV comparison across aggressive/moderate/retention strategies, valuation impact quantification, and market cycle overlay. Maximizes long-term property value, not just next-quarter revenue. Triggers on 'rent raise plan', 'rent optimization', 'loss-to-lease', 'renewal pricing', or when planning rent increases across a portfolio.

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 'analyze this rent roll', 'clean up this rent roll', or when rent roll data needs preprocessing before underwriting.

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, concentration, mark-to-market).

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 references the request requires.

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.

Takes a completed base case underwriting and produces comprehensive sensitivity analysis, stress testing, and breakeven analysis. Generates tornado charts, multi-dimensional sensitivity grids, lender covenant stress tests, 'what breaks first' cascade analysis, and Monte Carlo framework. Triggers on 'stress test this deal', 'run sensitivity analysis', 'where does this deal break', or as the final stage of acquisition-underwriting-engine output.

Daily property management operations for self-managing landlords and small operators (1-50 units). Tenant screening, rent collection, move-in/move-out inspections, maintenance scheduling, unit turnover, vendor management, and financial reporting. Downstream specialist invoked by property-management-orchestrator when the user is a small-scale operator. For institutional or multi-asset PM, use property-management-orchestrator instead.

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 acquisitions per year.

Multi-agent orchestrator for property managers planning space redesigns, repositioning, and amenity additions. Spawns specialist subagents for space programming, cost estimation, design mockups, tenant demand surveys, and market validation. Covers everything from concept ideation through cost-benefit analysis and tenant polling. Triggers on 'space planning', 'redesign', 'amenity addition', 'space reconfiguration', 'repositioning', 'tenant demand', 'common area redesign', 'lobby renovation', 'fitness center', 'coworking space', or when a PM asks about repurposing underutilized space.

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.

Produces a decision-grade submarket brief that strips broker narratives to reveal what is actually happening in a market. IC-memo-ready output with no-fluff mandate, range-based forecasting, supply pipeline by quarter, demand drivers, competitive set, and 'What the Brokers Won't Tell You' section.

Produces a forward-looking supply/demand analysis for a specific submarket and property type. Combines quantitative pipeline tracking with disruption overlays (PropTech, ESG/climate, insurance hardening, AI impact). Delivers a 3-year quarterly forecast with scenario branching, replacement cost analysis, and development feasibility signal.

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 'tenant credit', 'tenant financials', 'credit concentration', 'anchor tenant risk', 'co-tenancy clause', 'WALT-weighted rating', 'default probability', 'rent coverage', 'personal guaranty', 'parent guaranty', or when given tenant financial statements, D&B reports, or rent rolls requiring creditworthiness evaluation.

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 from local tenant decision paths. Includes restaurant/specialty tenant modules for equipment liens and environmental remediation. Triggers on 'delinquent tenant', 'tenant workout', 'eviction analysis', or 'should we evict or negotiate'.

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, tenant engagement, community event, property event planning, seasonal programming.

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 blend-and-extend modeling. Includes backfill mode (lease-up war room) when retention fails. Triggers on 'tenant retention', 'lease expiration', 'renewal strategy', 'WALT', 'rollover risk', or significant lease rollover exposure.

Draft and negotiate CRE financing term sheets from lender quotes. Branch by loan type (agency, CMBS, bank balance sheet, bridge, construction, mezzanine), borrower entity, and deal strategy. Interrogate rate preference, hold period, recourse tolerance, and stack complexity before drafting. Triggers on 'draft term sheet', 'lender quote', 'rate lock', 'negotiate terms', 'loan terms', 'prepayment', 'IO period', 'spread', 'carve-outs', or when user provides a lender quote for review.

Analyze ALTA title commitments, surveys, and Schedule B exceptions for CRE acquisitions. Identifies title defects, chain breaks, lien conflicts, and cure requirements. Triggers on 'title commitment', 'Schedule B exceptions', 'title review', 'title exceptions', 'encumbrances', 'survey cross-reference', 'title chain', 'mechanic's lien', 'title cure', or when given a title commitment document, survey, or lien search results.

Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions. Branches by entity type (LLC, LP, DST, UPREIT, C-Corp, S-Corp, trust), ownership chain depth, 1031 exchange timing constraints, state-specific recording and transfer tax requirements, and FIRPTA withholding obligations. Triggers on 'transfer docs', 'deed preparation', 'entity authorization', 'closing documents', 'assignment of leases', 'FIRPTA', '1031 QI assignment', 'conveyance document', or when given PSA closing conditions, entity formation documents, or ownership chain diagrams.

Generates ownership-ready variance narratives from budget-vs-actual reports. Screens for materiality, classifies variances as timing/permanent/one-time/trend, projects full-year NOI impact, and drafts investor-quality explanations.

Validates vendor invoices against contract terms, scope of work, and market rates. Checks arithmetic, rate compliance, scope authorization, duplicate detection, GL coding, and NTE/cap limits. Assigns APPROVED, APPROVED WITH FLAGS, or HOLD FOR REVIEW verdict.

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.

Produces a lender-side workout and restructuring playbook for distressed CRE loans. Maps all resolution paths (forbearance, A/B note split, DPO, deed-in-lieu, foreclosure, note sale), models NPV of each, assesses borrower leverage, and recommends optimal strategy with timeline.

4 hooks across 3 events