mariourquia
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- ▌ Sec Reg D Compliance · mariourquia bundleSEC Regulation D compliance for CRE syndications: 506(b) vs 506(c) offering selection, accredited investor verification, Form D filing, state blue sky compliance, general solicitation rules, and substantive pre-existing relationship documentation.
- ▌ Transfer Document Preparer · mariourquia bundlePrepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions. Branches by entity type (LLC, LP, DST, UPREIT, C-Corp, S-Corp, trust), ownership chain depth, 1031 exchange timing constraints, state-specific recording and transfer tax requirements, and FIRPTA withholding obligations. Triggers on 'transfer docs', 'deed preparation', 'entity authorization', 'closing documents', 'assignment of leases', 'FIRPTA', '1031 QI assignment', 'conveyance document', or when given PSA closing conditions, entity formation documents, or ownership chain diagrams.
- ▌ Work Order Triage 2 · mariourquia bundleClassifies every incoming work order by urgency and category, assigns the right vendor or tech from the approved list, computes estimated cost and routes above-threshold disbursements for approval, verifies licensure and insurance for any licensed trade, and tracks the order through completion. Life-safety items are P1 and are never autonomously deferred.
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- ▌ Float · mariourquiaFloat an idea to the right project in the Obsidian vault. Auto-routes by keyword matching or accepts an explicit project target. Use when the user has a thought, tangent, or idea they want captured but not immediately acted on.
- ▌ Ritual · mariourquiaRun your daily ritual -- morning briefing, evening reflection, or weekly review. Mode auto-selects based on time of day, or specify morning/evening/weekly explicitly.
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- ▌ Capture · mariourquiaCapture a thought, idea, or project concept into your Obsidian vault. Modes -- quick (fast idea), route (to specific project), incubate (new project inception), auto (choose based on context).
- ▌ Evening · mariourquiaClose your day. Reviews what you accomplished, surfaces remaining loops, and offers to graduate ideas.
- ▌ Explore · mariourquiaCreate a new Obsidian vault for any topic and seed it with an initial knowledge base from web research. Use when the user wants to explore a new idea, start a research project, or create a dedicated space for a tangent they want to investigate later.
- ▌ Morning · mariourquiaRun your morning briefing. Reads daily note, surfaces open loops and delegations, writes a briefing to your vault.
- ▌ Defuddle · mariourquiaExtract clean markdown content from web pages using the Defuddle CLI, removing clutter and navigation to save tokens. Use instead of WebFetch when the user provides a URL to read or analyze, for online documentation, articles, blog posts, or any standard web page.
- ▌ New Vault · mariourquiaCreate a new Obsidian vault. Modes -- project (for a git project), topic (research a topic with web seeding), preset (from a vault template), existing (connect to an existing vault).
- ▌ Init Vault · mariourquiaInitialize an Obsidian vault for project tracking and personal context. Walks through vault creation, repo discovery, and scaffold setup.
- ▌ Sync Vault · mariourquiaSync project state to the Obsidian vault, write session logs with structured tags, and update the running TODO list. Run at end of sessions to capture where you left off.
- ▌ Obsidian CLI · mariourquiaInteract with Obsidian vaults using the Obsidian CLI. Read, create, search, and manage notes, tasks, tags, and plugins from the command line. Use when the user asks to interact with an Obsidian vault directly via CLI commands.
- ▌ Graphify · mariourquia bundleany input (code, docs, papers, images) → knowledge graph → clustered communities → HTML + JSON + audit report
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- ▌ Navigator · mariourquiaMeta workspace that helps users find the right workspace or specialist skill. Runs the catalog-driven router and presents options. Acts as the default entry point for any CRE request that does not clearly map to a specific workspace.
- ▌ Deal Intake · mariourquiaTop-level workspace for deal evaluation. Routes through screening, underwriting, structuring, and IC presentation. Manages persistent deal context across sessions.
- ▌ Plugin Admin · mariourquiaAdministrative workspace for plugin configuration, diagnostics, and maintenance. Routes to brand configuration, usage stats, feedback, problem reporting, catalog validation, router diagnostics, and workspace management.
- ▌ Comp Snapshot · mariourquia bundleProduces a fast, credible comparable analysis (rent comps and sales comps) for active deals, appraisal reviews, or pricing validation. Includes adjustment grids, confidence scoring, effective rent calculations, replacement cost anchor, and assumption validation.
- ▌ T12 Normalizer · mariourquia bundleNormalizes trailing 12-month operating statements for CRE acquisition underwriting. Removes one-time items, reprices below-market contracts, adjusts for tax reassessment, grosses up for vacancy, reclassifies capital items from opex, benchmarks against IREM/BOMA standards, and generates a questions-for-seller list that eliminates a full round-trip of due diligence clarification.
- ▌ Noi Sprint Plan · mariourquia bundleGenerates a 90-day operational sprint plan to stabilize property operations and raise NOI through collections discipline, turnover acceleration, leasing velocity, and resident retention. Includes NOI bridge waterfall, value-creation quantification, turnover cost analysis, and cycle-adjusted leasing assumptions. Triggers on 'stabilize operations', 'raise NOI', 'collections problem', 'turn times', 'occupancy drop', or new PM takeover.
- ▌ T12 To Database · mariourquia bundleTransforms a tokenized/extracted trailing-twelve-month operating statement into validated account-level monthly records. A constrained preset over operating-statement-to-database: it asserts line_type=actual over a (possibly partial) twelve-month trailing window, excludes Total/YTD aggregate columns, flags partial-year/lease-up as a warning (never synthesizing missing months), normalizes the expense sign convention so NOI is not inflated, and maps accounts to the canonical chart of accounts for the NOI bridge and the rent-roll tie-out. Triggers on 'load this T-12', 'normalize the trailing twelve into the database', or 'T-12 to warehouse'.
- ▌ Ic Deck Composer · mariourquia bundleComposes professional INSTITUTIONAL committee decks from source-grounded model outputs, warehouse exhibits, and memo narrative, following brand-guideline conventions (executive-summary-first, explicit decision ask, R/Y/G status, returns snapshot near the front, sources & assumptions visible, appendix/source-map). Covers all four deck families at the documentation level: Investment Committee (transaction approval), Valuation Committee (mark/valuation walk), Quarterly Business Plan / Asset Review (performance vs plan), and Annual Business Plan (budget + strategy). Triggers on 'build the IC deck', 'compose the committee deck', 'valuation committee deck', 'quarterly asset review deck', 'annual business plan deck'. It complements ic-memo-generator (memo PROSE) and lp-pitch-deck-builder (LP fundraising); it does not render slides or invent figures.
- ▌ Workout Playbook · mariourquia bundleProduces a lender-side workout and restructuring playbook for distressed CRE loans. Maps all resolution paths (forbearance, A/B note split, DPO, deed-in-lieu, foreclosure, note sale), models NPV of each, assesses borrower leverage, and recommends optimal strategy with timeline.
- ▌ Asset Ops Cockpit · mariourquiaTop-level workspace for ongoing asset management and property operations. Routes through budgeting, performance monitoring, capex, NOI optimization, compliance, maintenance, and vendor management. Manages persistent asset context across sessions.
- ▌ Capex Prioritizer · mariourquia bundleEvaluates competing capital expenditure projects using IRR/NPV, interaction effects, residual value at disposition, covenant impact, replacement cost benchmarking, and 'do nothing' deferral cost analysis. Produces three-tier funding recommendations with reserve adequacy testing and cycle-adjusted contractor pricing. Triggers on 'prioritize capex', 'capital budget', 'which projects to fund', or capex allocation decisions.
- ▌ Dd Command Center · mariourquia bundleGenerates a comprehensive, timeline-driven due diligence plan for commercial property acquisitions with 6 workstream checklists, risk matrix, third-party report ordering guide, decision gates, closing condition tracker, and contingency removal strategy. Scales dynamically to 30/45/60/90-day DD periods. Triggers on 'DD period', 'due diligence', 'inspection period', 'feasibility period', or when ordering third-party reports.
- ▌ Deal Quick Screen · mariourquia bundleFast go/no-go screening tool for inbound CRE deals. Takes a raw OM, broker email, or listing and returns a KEEP/KILL verdict with back-of-napkin returns, key assumptions, and a diligence checklist. Triggers on 'quick screen this deal', 'should I look at this?', or any new deal flow needing triage.
- ▌ Fund Lp Reporting · mariourquia bundleTop-level workspace for fund management and LP communications. Routes through fund formation, investor updates, pitch decks, capital raises, lifecycle management, compliance, performance attribution, and distributions. Manages persistent fund context across sessions.
- ▌ Ic Memo Generator · mariourquia bundleProduces a complete investment committee memo from underwriting outputs: 1-page executive summary with risk-adjusted return framing, full 6-section IC memo body, sensitivity grids, and property-type variant templates (apartment, NNN, land, bridge, trophy office, industrial).
- ▌ Lease Up War Room · mariourquia bundleGenerates a full-stack lease-up operations plan for new developments, major vacancies, or acquisitions requiring rapid absorption. Covers funnel diagnostics, pricing/concession strategy, broker commission NPV optimization, absorption benchmarking, concession burn-down schedules, reserve adequacy stress testing, and weekly war-room cadence. Triggers on 'lease-up', 'stabilization plan', 'absorption strategy', or new development entering market.
- ▌ Loi Offer Builder · mariourquia bundleGenerates a complete, copy-paste-ready Letter of Intent with negotiation strategy memo, three-tier pricing table, ten non-price levers, seller psychology brief, and broker cover email. Triggers on 'draft an LOI', 'build an offer', 'help me structure the bid', or when an acquisitions team is ready to submit.
- ▌ Small Operator Pm · mariourquia bundleDaily property management operations for self-managing landlords and small operators (1-50 units). Tenant screening, rent collection, move-in/move-out inspections, maintenance scheduling, unit turnover, vendor management, and financial reporting. Downstream specialist invoked by property-management-orchestrator when the user is a small-scale operator. For institutional or multi-asset PM, use property-management-orchestrator instead.
- ▌ Work Order Triage · mariourquia bundleClassifies work order urgency from free-text descriptions, assigns priority (P1-P4) with SLA deadlines, estimates cost, checks lease responsibility, and routes to the correct approval path.
- ▌ Loan Sizing Engine · mariourquia bundleSizes CMBS and balance sheet CRE loans from raw property financials. Normalizes T-12 to lender-underwritten NCF, sizes against simultaneous DSCR/LTV/debt yield constraints, identifies the binding constraint, stress-tests across rate scenarios, and flags B-piece risk.
- ▌ Om Reverse Pricing · mariourquia bundleDeconstructs an offering memorandum to expose the broker's embedded assumptions, reverse-engineers the purchase price needed to hit target returns, and produces a defensible bid range. Triggers on 'reverse price this OM', 'what should I actually pay?', or when an OM needs critical analysis.
- ▌ Rent Roll Analyzer · mariourquia bundleIngests raw rent rolls (pasted table, CSV, or PDF extract) and produces a clean dataset with layered analytics: rollover schedule, mark-to-market waterfall, tenant concentration risk, WALT, rent benchmarking, MTM exposure, and data quality flags. Triggers on 'analyze this rent roll', 'clean up this rent roll', or when rent roll data needs preprocessing before underwriting.
- ▌ Term Sheet Builder · mariourquia bundleDraft and negotiate CRE financing term sheets from lender quotes. Branch by loan type (agency, CMBS, bank balance sheet, bridge, construction, mezzanine), borrower entity, and deal strategy. Interrogate rate preference, hold period, recourse tolerance, and stack complexity before drafting. Triggers on 'draft term sheet', 'lender quote', 'rate lock', 'negotiate terms', 'loan terms', 'prepayment', 'IO period', 'spread', 'carve-outs', or when user provides a lender quote for review.
- ▌ Dev Proforma Engine · mariourquia bundleBuilds a full ground-up development pro forma at monthly granularity from land closing through construction, lease-up, and stabilization. Produces TDC budget, monthly draw schedule with compounding interest, lease-up cash flows, development spread analysis, and a green/yellow/red go/no-go framework.
- ▌ Portfolio Allocator · mariourquia bundlePortfolio-level allocation engine that maps current holdings by property type, geography, risk profile, and vintage year against institutional targets, identifies over/under-weights, runs concentration risk analysis (HHI, tenant exposure, lease maturity), and produces a multi-year rebalancing execution plan with transaction cost budgets.
- ▌ Rent Roll Formatter · mariourquia bundleStandardizes rent roll data from any source format into a consistent underwriting template, validates data integrity (SF reconciliation, revenue reconciliation, date consistency, rent reasonableness), and calculates derived analytics (WALT, rollover, concentration, mark-to-market).
- ▌ Annual Budget Engine · mariourquia bundleProduces institutional-quality annual operating budgets with IREM/BOMA benchmarking, component-specific escalators, NOI sensitivity grids, budget-to-value linkage, reserve adequacy testing, and IC challenge Q&A. Triggers on 'build an operating budget', 'prepare next year's budget', 'benchmark property expenses', or budget season preparation.
- ▌ Disposition Prep Kit · mariourquia bundleProduces a complete disposition preparation package: T-12 normalization, rent roll scrub, data room index, buyer Q&A, retrade defense, broker selection, marketing timeline, value story, and buyer targeting. Covers decision-to-sell through close.
- ▌ Document To Database · mariourquia bundleExecutable orchestrator that turns tokenized/extracted CRE document content (rent rolls, T-12s, operating statements, Prose Frontier narrative artifacts) into validated, typed, auditable, target-model-ready database payloads. Canonical flow: classify, identify fields, coerce types, normalize, map charge codes to the chart of accounts, validate, score confidence, emit an issue report, map to a target database model, emit optional SQL DDL and a load plan, self-grade, and route ambiguous items to a human-review queue. Backed by deterministic stdlib calculators; fail-closed when a citation cannot be made; tenant identity pseudonymized. Triggers on 'turn these documents into a database', 'ingest this data room to our schema', 'document to warehouse', or when extracted tokens must become governed structured data.
- ▌ Mezz Pref Structurer · mariourquia bundleStructures mezzanine debt and preferred equity positions in the CRE capital stack. Sizes and prices subordinate tranches, drafts intercreditor frameworks, models downside recovery, builds cash management waterfalls, and produces mezz vs. pref equity comparison.
- ▌ Pca Reserve Analyzer · mariourquia bundleConverts a Property Condition Assessment (PCA) into an underwriting-ready capital plan: immediate (Year 0) repair costs, a 10-year replacement-reserve schedule by building component, an implied per-unit-per-year (PUPY) or per-SF reserve, a reserve-adequacy gap versus the lender-underwritten reserve, prioritized diligence issues, and IC questions. Triggers on 'PCA', 'property condition assessment', 'replacement reserve', 'reserve adequacy', 'PNA', or when a property condition report needs to be turned into capital numbers.
- ▌ Psa Redline Strategy · mariourquia bundleAnalyzes a Purchase & Sale Agreement draft, identifies problematic provisions, and produces a risk-tiered redline strategy with specific markup language, negotiation talking points, and a battle plan for attorney-to-attorney negotiation. Triggers on 'review this PSA', 'redline strategy', or when a buyer receives a PSA draft from seller's counsel.
- ▌ Reit Profile Builder · mariourquiaExtracts and structures comprehensive REIT profiles from 10-K filings, supplemental data packages, earnings call transcripts, and investor presentations. Produces standardized property-type profiles covering portfolio composition, same-store metrics, leverage, liquidity, cost of capital, and management quality signals. Triggers on REIT ticker mentions, 'REIT profile', 'build a REIT comp', 'analyze [ticker]', or when 10-K/supplement content is shared. Core data layer for the AMOS pipeline.
- ▌ Rent Roll T12 Tieout · mariourquia bundleReconciles a normalized rent roll against a normalized T-12 on a stated, consistent basis (annualized contractual vs recognized accrual; collected cash out of scope) and never forces a tie. Reconciles base rent, recoveries and other income (jointly, per the canonical chart), occupancy, and the EGI / NOI-revenue bridge; classifies each gap as mapping, timing, or missing on a deterministic signature; surfaces residual_unexplained; and routes every untied dimension to human review. Triggers on 'tie out the rent roll to the T-12', 'reconcile contractual rent to actuals', 'NOI bridge from the rent roll', or 'revenue leakage check'.
- ▌ Tenant Event Planner · mariourquia bundlePlans, budgets, and executes tenant appreciation events, seasonal programming, and community engagement for CRE properties. Supports API-driven vendor booking when MCP integrations are available. Triggers: tenant event, appreciation event, holiday party, tenant engagement, community event, property event planning, seasonal programming.
- ▌ 1031 Pipeline Manager · mariourquia bundleManages active 1031 exchange pipelines: 45-day identification tracking, 180-day close deadline management, replacement property candidate evaluation, boot minimization, reverse exchange mechanics, QI coordination, and DST fallback analysis.
- ▌ Capital Raise Machine · mariourquia bundleProduces the full operational infrastructure for an active capital raise: data room structure, investor tracking, capital call notices, LP onboarding workflow, waterfall explainer, and crisis communication framework.
- ▌ Debt Covenant Monitor · mariourquia bundleCalculates DSCR, LTV, occupancy, and debt yield per loan-specific definitions, projects forward to catch breaches before they happen, and generates lender compliance certificates.
- ▌ Fund Terms Comparator · mariourquia bundleCompare fund terms against market norms and produce a terms comparison matrix with fee load analysis and negotiation recommendations. Benchmarks management fee, carried interest, preferred return, clawback, key person clause, GP commitment, fee offsets, and fund life against market data segmented by fund type (closed-end PE, open-end core, co-invest, separate account), fund size, and strategy. Produces total fee load projections at different return scenarios and identifies LP-favorable and GP-favorable outliers. Triggers on 'fund terms', 'term comparison', 'fee benchmarking', 'management fee comparison', 'carry structure', 'promote comparison', 'preferred return', 'clawback', 'key person clause', 'GP commitment', 'fee load analysis', 'terms negotiation', or when an LP needs to evaluate whether a GP's proposed terms are market-competitive.
- ▌ Funds Flow Calculator · mariourquia bundleCalculate and verify funds flow, prorations, wire instructions, and the settlement statement for CRE acquisition closings. Branches by all-cash vs. financed (single tranche vs. multiple), 1031 exchange proceeds, number of funding sources, and proration method (per diem vs. actual/365 vs. 30/360). Triggers on 'funds flow', 'prorations', 'settlement statement', 'wire instructions', 'cash to close', 'net proceeds', 'security deposit transfer', 'closing statement', 'ALTA statement', or when given a closing date, rent roll, tax bill, and purchase price.
- ▌ Icomm Context Builder · mariourquia bundleAssembles a source-grounded Investment Committee Q&A context pack from upstream underwriting, diligence, debt, and risk outputs. Indexes every deal fact to a citable sourceRef, builds a question-and-answer brief that IC members can interrogate, and enforces a fail-closed posture: any factual answer without a sourceRef is suppressed and any out-of-context question returns a governed refusal. Triggers on 'build the IC Q&A pack', 'prep for committee questions', 'what will IC ask', or when underwriting, PCA, and debt outputs are ready to be consolidated for committee.
- ▌ Lp Pitch Deck Builder · mariourquia bundleGenerates a complete LP pitch deck with slide-by-slide content, institutional-grade track record presentation, fee disclosure with worked waterfall examples, cycle positioning, and an investor objection response library segmented by investor type.
- ▌ Market Memo Generator · mariourquiaGenerates structured CRE market research memos covering MSA, submarket, and sector-level conditions. Synthesizes supply/demand fundamentals, rent trends, cap rate movements, capital markets conditions, and forward-looking signals into investment-grade market commentary. Triggers on 'write a market memo', 'market update', 'submarket analysis', or when a user provides market data and asks for a written synthesis. Designed to feed the AMOS deal pipeline and supplement reit-profile-builder output.
- ▌ Rent Roll To Database · mariourquia bundleTransforms a tokenized/extracted rent roll into validated, typed, auditable, database-ready records: a multi-line charge schedule (base rent, CAM/tax/insurance recoveries, percentage rent, parking, storage) mapped to the canonical chart of accounts, lease- and unit-level facts, GPR and occupancy aggregates, a data-quality grade, and a target-model load plan. Tenant identity is pseudonymized; per-unit natural-person data never leaves the boundary. Triggers on 'load this rent roll into the database', 'normalize the rent roll to our schema', 'rent roll to warehouse', or when extracted rent-roll tokens need to become structured records before underwriting or tie-out.
- ▌ Stacking Plan Builder · mariourquia bundleGenerates text-based stacking plans from rent rolls, providing floor-by-floor visual layout of tenant occupancy, lease expiration, contiguous availability analysis, rollover concentration, and prospect pipeline overlay.
- ▌ Submarket Truth Serum · mariourquia bundleProduces a decision-grade submarket brief that strips broker narratives to reveal what is actually happening in a market. IC-memo-ready output with no-fluff mandate, range-based forecasting, supply pipeline by quarter, demand drivers, competitive set, and 'What the Brokers Won't Tell You' section.
- ▌ 1031 Exchange Executor · mariourquia bundleDesigns and executes comprehensive 1031 tax-deferred exchange strategies. Manages 45-day identification and 180-day exchange deadlines, evaluates replacement property candidates, prevents common exchange failures, and includes reverse exchange mechanics and DST fallback analysis. Triggers on '1031', 'like-kind exchange', 'tax deferral', 'replacement property', or 'qualified intermediary'.
- ▌ Coi Compliance Checker · mariourquia bundleValidates certificates of insurance against lease and contract requirements. Compares coverage types, limits, endorsements, and expiration dates field-by-field, flags deficiencies, and generates cure notices.
- ▌ Debt Portfolio Monitor · mariourquia bundleBuilds and maintains an institutional-quality CRE debt fund portfolio monitoring framework. Produces traffic-light dashboard, watchlist with objective triggers, maturity wall analysis, concentration tracking, CECL-based loss reserves, rate exposure monitoring, facility covenant dashboard, and LP-reportable package.
- ▌ Fund Formation Toolkit · mariourquia bundleEnd-to-end fund formation toolkit covering entity structuring (syndication vs. fund vs. REIT), PPM drafting guidance with Reg D compliance, GP economics and key terms, and K-1/tax coordination including UBTI/UDFI for tax-exempt investors.
- ▌ Ic Red Team Challenger · mariourquia bundlePressure-tests a deal recommendation before it reaches the investment committee. Takes underwriting and stress-test outputs and produces a structured adversarial review: known risks (quantified), known unknowns (diligence gaps), unknown unknowns (regime and tail risks), disconfirming-evidence prompts, what-would-break-the-deal trigger thresholds, and the sharp IC challenge questions with the grounded answers the deal team should prepare. Triggers on 'red team this deal', 'pressure-test the recommendation', 'what would the IC ask', 'play devil's advocate', or as the adversarial gate between underwriting and the IC memo.
- ▌ Insurance Risk Manager · mariourquia bundleInsurance program review, coverage adequacy testing, contractor insurance verification, builder's risk/OCIP/CCIP evaluation, and property tax escrow management for AM, PM, and Development.
- ▌ Jv Waterfall Architect · mariourquia bundleDesigns, calculates, and explains joint venture equity waterfall structures for GP/LP partnerships. Three modes: Structure (term sheet from scratch), Calculate (distributions under specific scenarios), Explain (LP-facing plain-language education). Triggers on 'waterfall', 'promote', 'preferred return', 'GP/LP split', 'JV structure', or 'carry'.
- ▌ Lease Document Factory · mariourquia bundleLease amendment drafting, standard lease template refresh, expansion/contraction option analysis, and build-to-suit proposal evaluation for Leasing and Asset Management.
- ▌ Loan Document Reviewer · mariourquia bundleReview CRE loan documents for covenant compliance, carve-out exposure, cash management tripwires, and borrower obligations. Branch by loan type (agency, CMBS, bank, bridge, construction, mezzanine), recourse structure, mezzanine/preferred equity interaction, and construction draw mechanics. Interrogate recourse type, mezz presence, assumption vs. new origination, and environmental concerns before reviewing. Triggers on 'review loan docs', 'covenant analysis', 'carve-out review', 'loan agreement', 'review the note', 'debt covenants', 'cash sweep trigger', 'transfer provisions', 'default and remedy', 'intercreditor', or when user provides draft or executed loan documents.
- ▌ Refi Decision Analyzer · mariourquia bundleComprehensive refinancing and maturity risk analysis combining borrower-side decision-making (hold vs. refi vs. sell vs. extend vs. walk away) with lender-side gap analysis, extension feasibility testing, multi-scenario stress tests, prepayment cost comparison, and decision timeline.
- ▌ Supply Demand Forecast · mariourquia bundleProduces a forward-looking supply/demand analysis for a specific submarket and property type. Combines quantitative pipeline tracking with disruption overlays (PropTech, ESG/climate, insurance hardening, AI impact). Delivers a 3-year quarterly forecast with scenario branching, replacement cost analysis, and development feasibility signal.
- ▌ Tenant Credit Analyzer · mariourquia bundleEvaluate tenant creditworthiness and concentration risk across retail, office, and industrial assets. Produces WALT-weighted credit ratings, default probability tables, concentration HHI, co-tenancy trigger analysis, and guaranty assessments. Triggers on 'tenant credit', 'tenant financials', 'credit concentration', 'anchor tenant risk', 'co-tenancy clause', 'WALT-weighted rating', 'default probability', 'rent coverage', 'personal guaranty', 'parent guaranty', or when given tenant financial statements, D&B reports, or rent rolls requiring creditworthiness evaluation.
- ▌ Capital Stack Optimizer · mariourquia bundleSynthesizes outputs from loan-sizing-engine, mezz-pref-structurer, and JV waterfall to determine the optimal capital mix for a CRE deal. Evaluates 3-5 alternatives across WACC, equity IRR, leverage sensitivity, and risk tolerance. Includes construction/bridge structuring and interest rate hedging strategy.
- ▌ Carbon Audit Compliance · mariourquia bundleConducts building-level carbon audit, benchmarks against local Building Performance Standards (NYC LL97, DC BEPS, Boston BERDO 2.0, Denver, Colorado, Maryland, St. Louis), calculates penalty exposure, evaluates compliance pathways, and produces compliance-vs-penalty NPV comparison. Includes green certification ROI analysis and GRESB improvement roadmap.
- ▌ Climate Risk Assessment · mariourquia bundleAssesses physical and transition climate risk for CRE properties and portfolios. Translates hazard exposure (flood, wind, wildfire, extreme heat, sea level rise) and regulatory/market shifts into financial impacts on NOI, cap rates, insurance costs, and tenant demand. Produces dollar-denominated risk, not abstract hazard scores. Anchors climate-disclosure structure to IFRS S2 (ISSB), the current standard, and retains TCFD only as a legacy crosswalk.
- ▌ Entitlement Feasibility · mariourquia bundleAssesses whether a proposed development is achievable under current zoning or requires discretionary approvals, quantifies entitlement risk (timeline, cost, probability), and calculates entitlement value created by moving a parcel from unentitled to entitled status.
- ▌ Lease Option Structurer · mariourquia bundleDesigns optimal lease option packages (renewal, expansion, contraction, termination, ROFO/ROFR, purchase) for asset managers negotiating with tenants. Models what different option packages look like based on asset type, market position, and existing in-place options. Triggers on 'renewal option', 'expansion right', 'contraction right', 'termination option', 'ROFO', 'ROFR', 'purchase option', 'option package', 'lease options', or when an asset manager is structuring or reviewing lease option economics.
- ▌ Lease Strategy Papering · mariourquiaTop-level workspace for leasing workflows. Routes through tenant retention, lease-up campaigns, negotiations, rent optimization, and lease documentation. Manages persistent leasing context across sessions.
- ▌ Market Cycle Positioner · mariourquia bundleProduces a comprehensive market cycle positioning report using the Mueller Real Estate Cycle model. Combines cycle timing analysis with capital markets intelligence (transaction volume, cap rate decomposition, capital flows, investor sentiment) to generate actionable buy/sell/hold recommendations across three time horizons.
- ▌ Performance Attribution · mariourquia bundleDecomposes fund or portfolio returns into income, appreciation, leverage, and alpha components. Attributes performance by vintage year, property type, and manager skill vs. market movement. Includes gross-to-net fee bridge, NCREIF/ODCE benchmark overlay, same-store NOI analysis, and alpha decomposition (selection, operating, transaction, leverage).
- ▌ Residential Multifamily Operating System · mariourquia bundleEntry point and router for the U.S. residential multifamily operating subsystem. Classifies a request along 10 taxonomy axes and dispatches to the appropriate role, workflow, overlay, and reference stack. Progressive disclosure — loads only the packs and references the request requires.
- ▌ Sensitivity Stress Test · mariourquia bundleTakes a completed base case underwriting and produces comprehensive sensitivity analysis, stress testing, and breakeven analysis. Generates tornado charts, multi-dimensional sensitivity grids, lender covenant stress tests, 'what breaks first' cascade analysis, and Monte Carlo framework. Triggers on 'stress test this deal', 'run sensitivity analysis', 'where does this deal break', or as the final stage of acquisition-underwriting-engine output.
- ▌ Tenant Retention Engine · mariourquia bundleGenerates comprehensive tenant retention strategies with per-tenant renewal probability scoring, retention NPV analysis, WALT impact quantification, DSCR covenant monitoring, competitive intelligence, game theory framing for multi-tenant dynamics, and blend-and-extend modeling. Includes backfill mode (lease-up war room) when retention fails. Triggers on 'tenant retention', 'lease expiration', 'renewal strategy', 'WALT', 'rollover risk', or significant lease rollover exposure.
- ▌ Deal Attribution Tracker · mariourquia bundleTracks deal-level performance attribution and GP carry across a multi-deal fund: realized vs unrealized returns, carry waterfall across full fund, clawback exposure, deal team attribution, and GP co-invest return comparison.
- ▌ Gp Performance Evaluator · mariourquia bundleAnalyze General Partner performance against vintage peer benchmarks. Computes fee drag (gross-to-net spread), DPI/TVPI/IRR vs vintage peers, deal-level return dispersion, key person risk, style drift detection, and produces a GP scorecard with performance, fees, risk, and re-up recommendation. Branches by fund strategy (core, value-add, opportunistic), fund vintage, and fund size. Triggers on 'GP performance', 'GP evaluation', 'GP track record', 'vintage benchmark', 'fee drag', 'gross to net spread', 'fund performance analysis', 'manager evaluation', 'GP scorecard', 'DPI TVPI comparison', 'fund quartile ranking', or when an LP needs to evaluate a GP's quantitative performance.
- ▌ Lease Abstract Extractor · mariourquia bundleExtracts structured data from commercial lease documents (30+ fields), flags ambiguous provisions for legal review, cross-references amendments, and builds the critical dates calendar. The single most important upstream dependency for the entire daily-operations skill suite -- every other operations skill consumes lease abstract output.
- ▌ Lease Compliance Auditor · mariourquia bundleUnified lease administration compliance audit covering CAM reconciliation, percentage rent verification, insurance tracking, escalation audits, and environmental compliance. Quantifies revenue recovery opportunities with probability-weighted waterfall analysis. Triggers on 'audit lease compliance', 'CAM reconciliation', 'percentage rent audit', 'insurance certificates', or property disposition/refinancing prep.
- ▌ Lease Trade Out Analyzer · mariourquia bundleAnalyzes whether to renew an existing tenant or trade out for a new one with full financial comparison. Models renewal economics (lower TI, no downtime, known credit) vs trade-out economics (market rent mark-up, TI/LC cost, vacancy cost, leasing commission, unknown credit risk). Produces NPV comparison with breakeven analysis.
- ▌ Sourcing Outreach System · mariourquia bundleFull-lifecycle CRE deal sourcing engine: target identification, lead scoring (0-100), multi-channel outreach (mail, call, email, LinkedIn), broker relationship cultivation, CRM pipeline schema, and KPI benchmarks. Built for small-team operators doing 2-10 acquisitions per year.
- ▌ Vendor Invoice Validator · mariourquia bundleValidates vendor invoices against contract terms, scope of work, and market rates. Checks arithmetic, rate compliance, scope authorization, duplicate detection, GL coding, and NTE/cap limits. Assigns APPROVED, APPROVED WITH FLAGS, or HOLD FOR REVIEW verdict.
- ▌ Closing Checklist Tracker · mariourquia bundleGenerates and tracks comprehensive closing checklists for CRE transactions (acquisitions, dispositions, refinancings). Backward-schedules deadlines from closing date, assigns responsibilities, identifies critical path, and tracks completion status.
- ▌ Cost Segregation Analyzer · mariourquia bundleEvaluates whether a cost segregation study is worth pursuing for a CRE property by estimating reclassifiable components, quantifying PV of accelerated depreciation, modeling recapture at disposition, and determining breakeven hold period. Applies the One Big Beautiful Bill Act's permanent 100% bonus depreciation for qualified property placed in service after 2025-01-19 (and the pre-2025-01-19 TCJA phase-down for earlier placements), and accounts for passive activity limitations and state decoupling.
- ▌ Cpi Escalation Calculator · mariourquia bundleCalculates CPI rent escalations per lease-specific clause definitions, handles year-over-year, cumulative-from-base, and compounded methods, applies floor/ceiling logic, generates tenant notification letters and projected rent schedules.
- ▌ Creative Seller Financing · mariourquia bundleStructures non-traditional acquisition financing using seller participation (carryback notes, master leases, earnouts, JV contributions) and analyzes loan assumption vs. new financing decisions. Quantifies installment sale tax benefits (IRC 453), models senior debt interaction, and produces 3-5 structured alternatives with negotiation playbooks. Triggers on 'seller financing', 'assumption vs. new loan', 'carryback note', 'master lease', 'earnout', or when conventional financing is suboptimal.
- ▌ Leasing Operations Engine · mariourquia bundleFront-of-house leasing operations: inquiry response, tour preparation, pipeline CRM management, space readiness coordination, listing management, commission tracking, and marketing ROI analysis. Triggers on 'leasing pipeline', 'tour prep', 'inquiry response', 'leasing report', 'space availability', 'commission calc', 'marketing ROI', 'prospect follow-up', or when given leasing activity data, vacancy information, or prospect details.