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 →
All skills
Cost Segregation Analyzer
Evaluates whether a cost segregation study is worth pursuing for a CRE property by estimating reclassifiable…
cost segregation, accelerated depreciation▸- open
Loan Document Reviewer
Review CRE loan documents for covenant compliance, carve-out exposure, cash management tripwires, and borrower…
review loan documents, loan agreement review methodology▸- open
Opportunity Zone Underwriter
Evaluates whether investing capital gains into a Qualified Opportunity Zone Fund produces superior after-tax…
opportunity zone, OZ▸- open
Partnership Allocation Engine
Structures and models Section 704(b) tax allocation provisions for real estate partnerships.
partnership allocation, 704(b) methodology▸- open
Transfer Document Preparer
Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions.
prepare transfer documents, deed preparation | calc methodology▸- open