Accounting

Runs annual CAM reconciliations for multi-tenant commercial properties. Handles the full range of lease provisions — base year stops, expense stops, cumulative and non-cumulative caps, tenant-specific exclusions, and admin fees — then flags near-cap tenants and large variances before they become disputes. Produces a summary reconciliation table, per-tenant detail worksheets, draft tenant notification letters, and an audit-ready calculation trail.

Processes CPI rent escalations for commercial leases — handles year-over-year, cumulative-from-base, and compounded methods with floor, ceiling, and ratchet provisions. For each tenant, produces the new rent figure (annual, monthly, PSF), a ready-to-send notification letter with full index calculation detail, a GL journal entry, and a projected rent schedule through lease expiration. Reach for this when escalation anniversary dates are approaching or when preparing the annual rent roll update.

For monthly close and quarterly investor reporting, this skill takes a budget-vs-actual report and produces a complete variance narrative package: an executive summary, a variance table with classifications (timing, permanent, one-time, trend), ownership-ready paragraphs for each material line item, a NOI impact summary, and prioritized action items. Turns a 20-40 minute manual write-up per property into a reviewed first draft.

Determines whether a cost segregation study makes financial sense for a CRE acquisition. Given property type, purchase price, and tax profile, it estimates component reclassification, calculates the present value of accelerated depreciation benefits against study cost and recapture tax at disposition, and delivers a go/no-go recommendation with sensitivity tables for tax rate, hold period, and bonus depreciation rate.