Catalog

Explore the skill catalog

127 commercial real estate agent skills across 16 categories: screening, underwriting, capital markets, asset management, and more. Open any skill for its documentation, bundled files, and trust review.

Browse by category

Screening & SourcingTriage inbound deals and source off-market opportunities.3 skills →Underwriting & AnalysisNormalize financials and build institutional underwriting.5 skills →Deal StructuringStructure equity, debt, and creative financing.6 skills →Due Diligence & ClosingRun due diligence and drive deals to close.6 skills →Capital Markets & DebtSize debt, optimize the capital stack, and monitor loans.7 skills →Market ResearchRead submarkets, comps, supply, and the cycle.4 skills →Asset ManagementOperate assets, budgets, capex, and performance.9 skills →LeasingLease-up, renewals, retention, and negotiation.9 skills →Investor Relations & FundraisingRaise capital and manage the investor lifecycle.15 skills →DevelopmentFeasibility, proforma, entitlement, and construction.8 skills →DispositionStrategy and prep for exit.2 skills →Tax, Entity & LegalTax deferral, entity structure, and legal mechanics.5 skills →ESG & ClimateCarbon, climate risk, and green compliance.2 skills →Portfolio StrategyAllocation, concentration, and portfolio strategy.3 skills →Daily OperationsThe daily operating playbook across the portfolio.21 skills →Cross-Cutting ToolsReusable engines, calculators, and ingestion tools.22 skills →

All skills

▶ Capital Markets

Capital Stack Optimizer

Synthesizes outputs from loan-sizing-engine, mezz-pref-structurer, and JV waterfall to determine the optimal…

capital stack, optimal leverage methodology▸- open

▶ Capital Markets

Debt Portfolio Monitor

Builds and maintains an institutional-quality CRE debt fund portfolio monitoring framework.

debt portfolio, loan watchlist methodology▸- open

▶ Capital Markets

Loan Sizing Engine

Sizes CMBS and balance sheet CRE loans from raw property financials.

size the loan, DSCR/LTV/debt yield | calc methodology▸- open

▶ Capital Markets

Mezz / Pref Equity Structurer

Structures mezzanine debt and preferred equity positions in the CRE capital stack.

mezz, preferred equity methodology▸- open

▶ Capital Markets

Refinancing Decision Analyzer

Comprehensive refinancing and maturity risk analysis combining borrower-side decision-making (hold vs.

refinance, refi methodology▸- open

▶ Capital Markets

Term Sheet Builder

Draft and negotiate CRE financing term sheets from lender quotes.

build term sheet, lender term sheet methodology▸- open

▶ Capital Markets

Workout Playbook

Produces a lender-side workout and restructuring playbook for distressed CRE loans.

workout, loan modification methodology▸- open