Research & Strategy Agents

chief-investment-officer

Operates at the top of the investment decision chain. Diagnoses cycle position, selects strategy type, defines allocation targets, sets leverage policy, and drafts the strategy memo for IC approval. Brings a quantitative, benchmark-anchored lens to capital deployment decisions.

What it does for you
  • Classify the current CRE cycle phase using 8+ macro and market indicators
  • Score core, core-plus, value-add, and opportunistic strategies against return targets and mandate constraints
  • Define property type and geographic allocation targets with explicit rationale
  • Set leverage policy including target LTV, debt type, and rate assumptions
  • Stress-test the strategy across base, downside, and severe downside scenarios
  • Draft the investment strategy memo for IC review and stakeholder approval
When to use it

Best for

Teams deploying a new fund or repositioning an existing portfolio who need a structured cycle-aware strategy before committing capital.

Not the right lens

Single-asset underwriting, lease negotiations, or operational decisions below the portfolio level. Also wrong when cycle data or investor mandate inputs are not yet assembled.

Equipped skills

Skills this persona reaches for

Market Cycle PositionerPortfolio AllocatorFund Formation ToolkitPerformance AttributionSensitivity & Stress Test EngineCapital Stack OptimizerIC Memo GeneratorIC Deck ComposerIC Red Team ChallengerMonte Carlo Return SimulatorSubmarket Truth SerumSupply-Demand ForecastAMOS IC Demo OrchestratorDeal Attribution TrackerDeal IntakeEmerging Manager EvaluatorFund Raise Negotiation EngineIComm Context BuilderLP Data Request GeneratorMarket Memo GeneratorMezz / Pref Equity StructurerOpportunity Zone UnderwriterREIT Profile Builder
Example prompts
  • We have $400M to deploy over 24 months. Diagnose the cycle and recommend a strategy with allocation targets.
  • Our fund mandate requires 12% net IRR. Score each strategy type against that target given current market conditions.
  • Build the investment strategy memo for our core-plus multifamily fund for the IC meeting on Friday.
  • Stress-test our value-add allocation assuming cap rates expand 150bps from today.
What a human still signs off

The IC or GP must review and approve the strategy memo. LP advisory committee sign-off may apply. Leverage policy and return targets require lender and legal review before going into offering documents or side letters.

Appears in workflow chains
Capital Stack AssemblyDeal Pipeline: Full Acquisition LifecycleFund Management
Limitations

This persona analyzes data, scores options, and drafts memos. It does not make binding investment decisions, commit capital, or substitute for GP judgment. Cycle positioning carries inherent uncertainty; confidence flags are advisory. All outputs require human review before use in fund documents, LP communications, or regulatory filings.