cre-ai-skills

acquisition-model-builder

Builds a 5-year acquisition pro forma and runs a 27-scenario stress test for a multifamily or mixed-use CRE acquisition. Produces a complete income waterfall, operating expense schedule, debt service, CapEx overlay, and returns analysis (cap rate, IRR, equity multiple, DSCR, cash-on-cash, debt yield), then stress-tests the base case across rent growth, expense growth, and exit cap rate permutations with probability-weighted returns and sensitivity ranking. Use when you have a completed rent roll analysis, validated T-12 expenses, a physical inspection CapEx schedule, and deal terms, and need an auditable underwriting model before writing the IC memo. Triggers include any request to "build a pro forma," "underwrite the deal," "stress-test the returns," "run scenarios," "model the acquisition," or any attachment of a completed DD package with deal terms. Default to this skill for any acquisition underwriting or scenario analysis request even if the user does not name it.

ic-memo-writer

Compiles a professional investment committee memorandum that synthesizes all due diligence and underwriting outputs for a multifamily or mixed-use CRE acquisition into a single document with a clear investment recommendation. The memo covers executive summary, property overview, market analysis, tenant and lease analysis, physical condition and CapEx, title and legal, financial analysis, scenario and sensitivity results, risk assessment, investment thesis, and a final recommendation with next steps. Use when you have completed due diligence and underwriting and need to present findings to an investment committee, a principal, a lender, or an internal approval body. Triggers include any request to "write the IC memo," "prepare the investment memo," "draft the committee presentation," "summarize the deal for IC," or any attachment of a completed DD and UW output set. Default to this skill for any investment committee memorandum request even if the user does not name it.

scenario-stress-tester

Runs 27 scenario permutations on an existing base case financial model to stress-test a multifamily or mixed-use CRE acquisition. Varies rent growth, expense growth, and exit cap rate across downside, base, and upside states, then calculates probability-weighted returns, identifies best and worst cases, runs stress tests against DSCR, cash flow, IRR, and principal thresholds, and ranks variable sensitivities by IRR spread. Use after a pro forma has been built (from the acquisition-model-builder skill or any equivalent source) and before the IC memo. Triggers include any request to "stress-test the deal," "run scenarios," "sensitivity analysis," "what if rent growth is lower," "how does the deal hold up in a downturn," or any attachment of a completed pro forma with deal terms. Default to this skill for any scenario, sensitivity, or stress-test request even if the user does not name it.

deal-document-intake-parser

Classifies, extracts, and normalizes the key data points from a commercial real estate deal package into a structured output that downstream analysis skills can consume directly. Works from rent roll spreadsheets, T-12 financial statements, offering memoranda, pro formas, lease abstracts, PSAs, title commitments, Phase I ESAs, property condition reports, and any combination of the above, including image-only PDFs. Situations that produce this request include receiving a new deal package and needing to know what was sent and what data each document contains, building a structured data file before running due diligence, preparing a data room index, reconciling document versions from different dates, and routing extracted data to the rent roll auditor, operating expense auditor, or other analysis skills in a single session. Default to this skill for any deal document classification, parsing, or ingestion request even if the user does not name it.

lease-to-system-auditor

Compare executed leases and amendments against a lease administration or IWMS export from Yardi, TRIRIGA, Lucernex, MRI, or any other system, and produce an audit workbook or report showing where the system record and the governing documents disagree, with the clause and page behind every finding. Use this whenever someone mentions lease abstraction errors, lease data quality, validating lease data before or after a system migration, preparing lease data for an audit or lease accounting close, verifying acquired or newly onboarded locations, or challenged rent, escalations, recoveries, square footage, critical dates, or options. Also use it when a user uploads lease documents and a system export together, or uploads leases alone and asks what the data should say, or asks whether a prior abstraction vendor or AI tool got it right. Default to this skill for any lease-versus-system verification request even if the user does not name it.

Code & Development Listed

loan-document-reviewer

Reviews commercial real estate loan documents against the borrower's term sheet or commitment letter and produces a term deviation report, a covenant summary, a reserve and cash management analysis, and a guaranty scope assessment, with every finding tied to a specific document section and a required action before closing. Works from promissory notes, loan or credit agreements, mortgages and deeds of trust, guaranty agreements, environmental indemnity agreements, lockbox and cash management agreements, and term sheets or commitment letters. Covers agency, CMBS, life company, bank, and bridge loan structures. Situations that produce this request include comparing the final loan package against the committed terms before closing, identifying cash management triggers that could restrict distributions, summarizing non-recourse carve-outs and springing recourse triggers for the guarantor, identifying covenant thresholds that the asset is likely to breach, preparing the financing section of a closing memo, and revi

operating-expense-auditor

Audits a seller's or operator's trailing operating statement and produces an adjusted expense schedule that reconciles the reported figures to a buyer's or lender's underwriting basis, line by line, with each adjustment carrying its direction, amount, justification, and confidence. Works from T-12 and trailing statements exported from Yardi Voyager, RealPage, Entrata, AppFolio, MRI, and ResMan, from general ledger detail out of QuickBooks or Sage Intacct, and equally from a broker's summary spreadsheet or a scanned page in an offering memorandum. Situations that produce this request include testing whether a seller's expense load is achievable after closing, rebuilding a T-12 that has been normalized in the seller's favor, sizing a tax reassessment at a new purchase price, checking an insurance line against a market that has repriced, imputing a management fee on an owner-managed asset, and preparing an expense basis for a lender or investment committee. File combinations that should fire it include a T-12 on

Code & Development Listed

property-condition-and-environmental-review

Reviews a property condition assessment, engineering report, or Phase I Environmental Site Assessment and produces a capital needs schedule, a deferred maintenance estimate, a CapEx program for value-add repositioning, and an environmental risk summary with Phase II recommendations and insurance needs. Works from formal PCA or PCR reports prepared by engineers, Phase I ESAs prepared by environmental professionals, inspection summaries in offering memoranda, investor-prepared condition notes, and image-only PDFs requiring transcription. Covers multifamily, industrial, and office assets; the asset type and subtype set which systems and functional dimensions receive primary attention. Situations that produce this request include sizing the capital reserves before submitting an offer, reconciling a seller's CapEx claim against an engineer's findings, preparing the physical and environmental section of an IC memo or lender package, scoping a value-add renovation budget, identifying environmental hold conditions, a

psa-reviewer

Reviews a commercial real estate purchase and sale agreement clause by clause and produces an annotated issue list covering contingencies, representations and warranties, indemnification, deposit structure, defaults and remedies, assignment rights, and closing mechanics, with every finding tied to a specific clause, a severity, and the action required before closing. Works from PSAs, purchase agreements, letters of intent that are being converted to contract, contract amendments and side letters, and email chains containing agreed terms. Situations that produce this request include reviewing a PSA before countersigning, checking an amendment against the original deal terms, identifying which deadlines are live and which have passed, flagging one-sided provisions before a lender review, building the issue log for a pre-closing checklist, and preparing the PSA section of a due diligence or closing memo. Default to this skill for any PSA or purchase agreement review request even if the user does not name it.

rent-roll-auditor

Audits a multifamily or mixed-use rent roll against market rents, the trailing twelve operating statement, and the stated unit mix, and produces a unit-level exception report covering loss to lease, physical and economic occupancy, tenant and expiration concentration, revenue anomalies, and other income. Works from rent roll exports out of Yardi Voyager, RealPage OneSite, Entrata, AppFolio, MRI, ResMan, Rent Manager, or Buildium, and equally from a broker spreadsheet or a seller PDF with no system of origin. Situations that produce this request include validating a seller's revenue before submitting an offer, underwriting an asset already under contract, reconciling in-place rents to a T-12 that does not tie, preparing a roster for a lender or investment committee, inheriting a roster at takeover, and checking a rent roll a broker has just re-issued. File combinations that should fire it include a rent roll on its own, a rent roll plus asking rents, a rent roll plus a T-12, a rent roll plus a market survey, a

submarket-study

Produces a structured submarket study for a commercial real estate acquisition, refinancing, or hold/sell decision, covering rent positioning, comparable sales, supply pipeline, demand drivers, demographic trends, and market cycle position. Works from offering memoranda, broker market packages, CoStar exports, CBRE or JLL research PDFs, and user-supplied comp sheets, as well as from a property address alone. Covers multifamily, industrial, and office assets; the asset type sets which competitive dimensions matter, via one intake question rather than separate packages. Situations that produce this request include sizing market rent for a rent roll audit, establishing a cap rate range for an acquisition model, stress-testing demand assumptions before an IC memo, assessing flight-to-quality risk in an office market, evaluating industrial submarket depth and release risk, and building the market section of a lender or equity package. Default to this skill for any submarket research request even if the user does n

tenant-credit-and-exposure-analyst

Evaluates the creditworthiness, concentration, lease durability, and replacement risk of a tenant base and produces a tenant quality score, a watchlist, a durable income assessment, and a downside vacancy case. Works from rent rolls, tenant rosters, lease abstracts, offering memoranda, and public company filings. Covers multifamily, industrial, and office assets; the asset type sets which credit dimensions are primary, via one intake question rather than separate packages. For multifamily, the analysis covers payment risk, subsidized tenancy, Section 8 concentration, lease type mix, and expiration clustering. For industrial and office, it covers corporate credit quality, lease durability, building dependence, industry concentration, guarantor support, and the tenant pool available to replace any major tenant. Situations that produce this request include assessing whether a major tenant's credit justifies a long lease assumption, measuring Section 8 concentration before a lender review, evaluating expiration c

Code & Development Listed

title-and-survey-reviewer

Reviews a title commitment or preliminary title report, an ALTA survey, or both together, and produces a classified exception list, an encumbrance impact analysis, an endorsement recommendation, a title objection letter outline, and the curative items required before closing. Works from title commitments issued by any underwriter, from preliminary reports in states that use them, and from ALTA and ACSM surveys in any format including image-only PDFs. Also reviews county assessor records, deed histories, and ownership chain documents attached alongside the title documents. Situations that produce this request include reviewing a title commitment received during due diligence, identifying which Schedule B exceptions are objectionable and which are permitted, mapping encroachments and easements on a survey, preparing the title objection letter for the seller, building the title section of a closing checklist, and verifying that a prior title issue has been resolved. Default to this skill for any title commitment