Asset Management

Turns a distressed or underperforming property into a week-by-week operating plan. Feed in current occupancy, delinquency, turn times, and NOI, and get a 13-week sprint roadmap, NOI bridge waterfall, KPI dashboard, vendor scorecard, SOP checklists, and resident communication templates. Reach for it at new PM takeover, post-acquisition day one, or any time ownership demands a concrete NOI improvement plan.

Runs the 60-day post-close integration playbook for newly acquired CRE assets: ownership transfer notifications, PM activation, lease file audit, vendor contract review, financial setup, and tenant communication. Also handles TI project coordination (pre-construction through rent commencement) and development-to-operations stabilization at TCO. Produces checklists, timeline dashboards, issues logs, and financial tracking tables.

Use during quarterly LP reporting or annual advisory committee reviews to separate manager skill from market movement in fund and portfolio returns. Produces a gross-to-net fee bridge, vintage-year return decomposition, alpha attribution across selection/operating/transaction/leverage sources, and a same-store NOI comparison against NCREIF/ODCE benchmarks. Output is IC-ready tables and talking points.

Run this skill when you're preparing a monthly property report or a quarterly ownership review. It organizes your actuals into T-12 trend lines, flags budget variances by escalation tier, tracks tenant health and delinquency aging, and — for quarterly reviews — builds a hold/sell/refinance analysis with mark-to-market NAV. Output is structured as a 3–5 page monthly dashboard or an 8–12 page quarterly review package.

Builds a floor-by-floor stacking plan from a rent roll and basic building info — no CAD or graphical software needed. Shows tenant occupancy, lease expiration status, rollover concentration by year, largest contiguous availability blocks, and tenant concentration risk. Optionally overlays a prospect pipeline and mark-to-market analysis. The standard starting point for leasing strategy sessions, ownership meetings, and acquisition diligence on any multi-tenant building.

Analyzes a CRE portfolio's allocation across property type, geography, risk profile, and vintage year to identify concentration risks and rebalancing opportunities. Produces an 8-dimension green/yellow/red dashboard (using HHI), stress tests against tenant default and sector downturns, and outputs a multi-year disposition and acquisition plan with transaction cost budgets. Reach for this when preparing a quarterly portfolio review, evaluating a new acquisition's impact on concentration, or responding to LP or lender diversification questions.

Analyzes refinancing options for a CRE loan approaching maturity or under voluntary refi consideration. Produces a gap analysis, rate sensitivity grid, prepayment cost comparison (yield maintenance vs. defeasance vs. open window), lender quote matrix, gap-funding scenarios, and a recommended strategy with a decision timeline. Reach for this skill when you have a loan maturing in the next 12–18 months or are evaluating a voluntary refi.

Reviews a commercial real estate appraisal report for USPAP compliance, analytical soundness, and whether the value conclusion is credibly supported. Produces a structured desk-review report with a RELIABLE / QUALIFIED / UNRELIABLE opinion, a material-findings list ordered by value impact, and a recommendation to accept, request corrections, or commission a new appraisal. Reach for this skill before relying on an appraisal for a lending decision, acquisition, or GAAP fair value mark.

Covers three valuation methods for permanent and temporary easements: percentage of fee (by easement type, voltage, and pipeline product), income capitalization (agricultural rent loss and telecom site rental), and before/after paired-sales analysis with regression-based validation. Includes ready-to-run Python calculators for utility transmission, rail corridor, and pipeline easements. Suited to appraisers, right-of-way agents, and infrastructure acquisition specialists needing methodology beyond published percentage ranges.

Values the strategic optionality embedded in commercial leases — renewal rights, expansion options, and termination clauses — using Black-Scholes and binomial pricing models. For asset managers, leasing brokers, or attorneys who need to price an option premium, assess whether a termination fee is adequate, or quantify the flexibility value in a lease negotiation.

Calculates the loss in market value to remainder parcels after a partial taking (eminent domain / expropriation), covering four damage categories: access impairment (frontage loss, circuitous routes, landlocked conditions), shape irregularity (geometric efficiency, reduced development yield), utility impairment (loss of highest and best use), and farm operation disruption (field division, equipment access, irrigation system impacts). Includes a bundled Python calculator with before/after methodology aligned with USPAP 2024. Use when preparing or reviewing severance damage claims for infrastructure corridor projects.

Prepares quarterly and annual lender compliance certificates for CRE mortgage loans. Given your loan agreement and current financials, it calculates NOI, DSCR, debt yield, and occupancy using your lender's exact definitions (not generic industry defaults), populates the certificate form with a full NOI reconciliation, generates required schedules (rent roll summary, operating statement, tenancy schedule), and flags any covenant within 10% of its threshold — including cash trap triggers. Useful at reporting deadlines and whenever covenant headroom is a concern.

Given a distressed or underperforming CRE loan, this skill maps all six resolution paths — forbearance/modification, A/B note split, DPO, deed-in-lieu, foreclosure, and note sale — and NPV-ranks them so you can see which path maximizes recovery. It also assesses borrower leverage, builds out CMBS-specific considerations (PSA constraints, servicer incentive misalignment, controlling class direction), and delivers a numbered action plan with milestones and approval checkpoints. Useful for lenders, special servicers, and workout advisors handling non-performing or maturing loans.