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.

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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 →
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21 skills found
▶ Daily Operations
Building Systems Maintenance Manager

Building systems monitoring, preventive maintenance program management, equipment lifecycle tracking, inspection…

PM schedule, HVAC maintenance methodology▸- open
▶ Daily Operations
CAM Reconciliation Calculator

Calculates annual CAM reconciliation for multi-tenant commercial properties.

CAM reconciliation, tenant billing methodology▸- open
▶ Daily Operations
Closing Checklist Tracker

Generates and tracks comprehensive closing checklists for CRE transactions (acquisitions, dispositions,…

closing checklist, title review | calc methodology▸- open
▶ Daily Operations
COI Compliance Checker

Validates certificates of insurance against lease and contract requirements.

certificate of insurance, COI methodology▸- open
▶ Daily Operations
Compliance & Regulatory Response Kit

Building code violations, OSHA responses, ADA compliance, fire safety, environmental compliance during…

building code violation, OSHA methodology▸- open
▶ Daily Operations
CPI Rent Escalation Calculator

Calculates CPI rent escalations per lease-specific clause definitions, handles year-over-year,…

CPI escalation, rent escalation methodology▸- open
▶ Daily Operations
Crisis & Special Situations Playbook

Emergency response for CRE special situations: environmental remediation, condemnation, tenant bankruptcy,…

environmental remediation, tenant bankruptcy methodology▸- open
▶ Daily Operations
Debt Covenant Compliance Monitor

Calculates DSCR, LTV, occupancy, and debt yield per loan-specific definitions, projects forward to catch breaches…

debt covenant, DSCR compliance | calc methodology▸- open
▶ Daily Operations
Estoppel Certificate Generator

Automates estoppel certificate population for CRE transactions.

estoppel, estoppel certificate methodology▸- open
▶ Daily Operations
Insurance & Risk Manager

Insurance program review, coverage adequacy testing, contractor insurance verification, builder's risk/OCIP/CCIP…

insurance renewal, coverage adequacy methodology▸- open
▶ Daily Operations
Lease Abstract Extractor

Extracts structured data from commercial lease documents (30+ fields), flags ambiguous provisions for legal review,…

lease abstract, extract lease terms methodology▸- open
▶ Daily Operations
Lender Compliance Certificate

Prepares quarterly lender compliance certificates using loan-specific financial metric definitions.

lender compliance certificate, lender reporting methodology▸- open
▶ Daily Operations
Property Operations & Admin Toolkit

Operational administration for CRE properties: parking, common area inspections, landscaping, janitorial, work…

parking management, janitorial methodology▸- open
▶ Daily Operations
Property Tax Appeal Analyzer

Evaluates whether a property tax assessment should be appealed, quantifies overassessment using income and sales…

property tax appeal, assessment challenge methodology▸- open
▶ Daily Operations
Rent Roll Formatter

Standardizes rent roll data from any source format into a consistent underwriting template, validates data…

standardize rent roll, format rent roll methodology▸- open
▶ Daily Operations
Stacking Plan Builder

Generates text-based stacking plans from rent rolls, providing floor-by-floor visual layout of tenant occupancy,…

stacking plan, floor plan methodology▸- open
▶ Daily Operations
T-12 Operating Statement Normalizer

Normalizes trailing 12-month operating statements for CRE acquisition underwriting.

normalize T-12, trailing twelve methodology▸- open
▶ Daily Operations
Tenant Event Planner

Plans, budgets, and executes tenant appreciation events, seasonal programming, and community engagement for CRE…

tenant event, appreciation event methodology▸- open
▶ Daily Operations
Variance Narrative Generator

Generates ownership-ready variance narratives from budget-vs-actual reports.

variance narrative, budget vs actual explanation methodology▸- open
▶ Daily Operations
Vendor Invoice Validator

Validates vendor invoices against contract terms, scope of work, and market rates.

vendor invoice, invoice validation methodology▸- open
▶ Daily Operations
Work Order Triage and Priority Scorer

Classifies work order urgency from free-text descriptions, assigns priority (P1-P4) with SLA deadlines, estimates…

work order, maintenance request methodology▸- open
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