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1. ▌
   Lp Data Request Generator · mariourquia bundle

   Generate structured data requests for Limited Partners to send to General Partners across all stages of the LP-GP relationship. Produces request templates for initial due diligence, quarterly monitoring, annual review, and re-up evaluation. Branches by asset class (CRE, PE, credit), fund type (open-end, closed-end, co-invest, separate account), and reporting period. Triggers on 'LP data request', 'GP reporting', 'LP due diligence', 'fund reporting requirements', 'ILPA standards', 'LP questionnaire', 'DDQ', 'data room checklist', 'investor reporting', or when an LP needs to formulate what information to demand from a GP.
   0 installs
2. ▌
   Quarterly Investor Update · mariourquia bundle

   Generates professional, LP-ready quarterly investor update letters with portfolio-level attribution, per-asset performance summaries, NAV methodology disclosure, distribution reconciliation, market outlook, and optional returns education appendix. Supports portfolio-level and deal-level modes. Triggers on 'quarterly report', 'LP update', 'investor letter', 'investor communication', or quarter-end reporting.
   0 installs
3. ▌
   Rent Optimization Planner · mariourquia bundle

   Quantitative rent optimization framework with loss-to-lease waterfall analysis, renewal probability modeling, effective rent NPV comparison across aggressive/moderate/retention strategies, valuation impact quantification, and market cycle overlay. Maximizes long-term property value, not just next-quarter revenue. Triggers on 'rent raise plan', 'rent optimization', 'loss-to-lease', 'renewal pricing', or when planning rent increases across a portfolio.
   0 installs
4. ▌
   Title Commitment Reviewer · mariourquia bundle

   Analyze ALTA title commitments, surveys, and Schedule B exceptions for CRE acquisitions. Identifies title defects, chain breaks, lien conflicts, and cure requirements. Triggers on 'title commitment', 'Schedule B exceptions', 'title review', 'title exceptions', 'encumbrances', 'survey cross-reference', 'title chain', 'mechanic's lien', 'title cure', or when given a title commitment document, survey, or lien search results.
   0 installs
5. ▌
   Agency Loan Quote Analyzer · mariourquia bundle

   Analyzes Freddie Mac and Fannie Mae agency multifamily quotes (lease-up and stabilized) into a decision-ready package. Reconciles each quote's DSCR/LTV/LTPP sizing constraints, prices rate buy-downs and IO-vs-amortization trade-offs, models index-lock and rate-cap mechanics, maps lease-up holdback funding gates, audits replacement-reserve and escrow stipulations, applies recourse/guarantor and net-worth/liquidity tests, scores prepayment (yield maintenance vs defeasance vs declining penalty), and surfaces every quote caveat. Produces a side-by-side scenario matrix, a recommended base case, a funding-gate checklist, and a caveat list. Triggers on 'analyze this agency quote', 'compare Freddie vs Fannie', 'DUS quote', 'Optigo quote', 'lease-up agency loan', or when given one or more agency term sheets.
   0 installs
6. ▌
   Emerging Manager Evaluator · mariourquia bundle

   Evaluates first-time and second-time CRE fund managers for institutional LP allocation. Different benchmarks, operational DD emphasis, team pedigree assessment, and track record reconstruction from prior employer deals.
   0 installs
7. ▌
   Investor Lifecycle Manager · mariourquia bundle

   LP lifecycle management: investor meetings, benchmark comparison, cash management, audit coordination, re-up solicitation, GIPS composites, satisfaction tracking. Triggers: investor meeting, LP relations, benchmark, NCREIF, ODCE, audit PBC, re-up, GIPS, capital call, distribution, investor reporting.
   0 installs
8. ▌
   Land Residual Hbu Analyzer · mariourquia bundle

   Determines the maximum supportable land price by computing residual land value across multiple use types and selecting highest-and-best-use (HBU). Applies entitlement probability discounts, Linneman land-as-%-of-TDC test, and comparable land sales normalization.
   0 installs
9. ▌
   Lease Negotiation Analyzer · mariourquia bundle

   Consolidates 8 complex lease negotiation scenarios into a single skill with scenario selector: (a) anchor replacement with co-tenancy cascade, (b) trophy tower backfill, (c) naming rights valuation, (d) life science TI amortization, (e) sublease consent with recapture NPV, (f) exclusive use violation, (g) specialty conversion IRR crossover, (h) ground lease improvements. Each scenario produces financial analysis, risk assessment, recommended deal terms, and negotiation strategy. Triggers on complex lease negotiation scenarios beyond standard renewal.
   0 installs
10. ▌
    Tenant Delinquency Workout · mariourquia bundle

    Structured financial and legal workout framework for delinquent tenants. Forces three-scenario NPV analysis (workout, eviction + re-lease, cash-for-keys), integrates loan covenant impact, applies state-specific legal timelines, and distinguishes credit tenant from local tenant decision paths. Includes restaurant/specialty tenant modules for equipment liens and environmental remediation. Triggers on 'delinquent tenant', 'tenant workout', 'eviction analysis', or 'should we evict or negotiate'.
    0 installs
11. ▌
    Construction Cost Estimator · mariourquia bundle

    Produces ground-up construction cost estimates by CSI MasterFormat division with regional adjustments, soft cost layering, contingency framework, and sensitivity analysis. Accepts floor plans, building drawings, or text descriptions as input. Can generate ASCII floor plans and building mockups for co-creation design loops with real-time cost feedback. Triggers on 'estimate construction costs', 'how much to build', 'construction budget', 'TDC estimate', 'hard cost estimate', 'development cost', 'price this floor plan', 'what would this cost to build', or when given a project description, drawing, or floor plan.
    0 installs
12. ▌
    Deal Underwriting Assistant · mariourquia

    Lightweight deal underwriting for single-asset CRE transactions. Computes going-in cap rate, stabilized cap, CoC return, DSCR, levered/unlevered IRR, equity multiple, and breakeven occupancy. Runs 2-way sensitivity tables and generates a go/no-go scorecard. The quick-math complement to the heavier acquisition-underwriting-engine. Triggers on 'underwrite this deal', 'run the numbers', 'IRR on this property', 'deal analysis', or when given a purchase price, NOI, and financing terms.
    0 installs
13. ▌
    Disposition Strategy Engine · mariourquia bundle

    Produces a comprehensive sell/hold/refinance analysis with market cycle positioning, tax impact quantification, marginal return on equity, buyer universe assessment, and 15 selectable disposition scenario variants (value-add MF, portfolio 1031, distressed office, sale-leaseback, and more).
    0 installs
14. ▌
    Warehouse To Exhibit Mapper · mariourquia bundle

    Maps validated, warehouse-ready tabular datasets into deck-ready EXHIBIT specifications and slide inputs. Selects table vs. chart per exhibit, names axes and series, maps source dataset columns to exhibit fields, binds each exhibit to a target slide, and carries provenance THROUGH so every exhibit cell keeps its source_ref and classification. Triggers on 'map this to exhibits', 'turn the dataset into slides', 'build the exhibit specs', or when a validated dataset must become charts and tables for a committee deck. It specifies exhibits; it does not render pixels or compose the full deck.
    0 installs
15. ▌
    Amos Icomm Demo Orchestrator · mariourquia bundle

    Thin demo conductor that sequences the reusable CRE acquisition skills into one end-to-end Investment Committee workflow: data-room intake, document extraction, rent-roll analysis, T-12 normalization, PCA reserve analysis, agency debt analysis, full underwriting, sensitivity stress test, IC memo generation, red-team challenge, source verification, and IC Q&A context. It orchestrates and hands off; it does not re-derive numbers itself. Every stage proposes work for human review and pauses at named gates. Triggers on 'run the IC workflow', 'take this deal from data room to IC', 'orchestrate the acquisition', or 'walk this deal to committee'.
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16. ▌
    Capital Projects Development · mariourquia

    Top-level workspace for development and construction projects. Routes through land analysis, pro forma modeling, entitlements, budgeting, cost estimation, project management, and procurement. Manages persistent development project context across sessions.
    0 installs
17. ▌
    Monte Carlo Return Simulator · mariourquia bundle

    Stochastic simulation engine for CRE returns. Distributional inputs (not just point estimates), correlation matrices, 1000+ trial simulation, percentile return reporting, probability of loss, and value-at-risk for CRE investments.
    0 installs
18. ▌
    Opportunity Zone Underwriter · mariourquia bundle

    Evaluates whether investing capital gains into a Qualified Opportunity Fund produces superior after-tax returns vs. a non-OZ alternative. Models BOTH OZ regimes keyed on investment date: the pre-2027 vintage (OZ 1.0, fixed 12/31/2026 inclusion) and the post-2026 permanent regime introduced by the One Big Beautiful Bill Act (OZ 2.0 -- rolling 5-year deferral, restored 10% basis step-up, 30% for rural QOFs, decennial zone redesignation). Quantifies deferral, the 10-year exclusion, compliance, and the OZ premium -- how much worse the OZ project can be in pre-tax terms while still matching the non-OZ after-tax return.
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19. ▌
    Property Tax Appeal Analyzer · mariourquia bundle

    Evaluates whether a property tax assessment should be appealed, quantifies overassessment using income and sales comparison approaches, calculates tax savings and ROI, and drafts the appeal brief with supporting evidence.
    0 installs
20. ▌
    Variance Narrative Generator · mariourquia bundle

    Generates ownership-ready variance narratives from budget-vs-actual reports. Screens for materiality, classifies variances as timing/permanent/one-time/trend, projects full-year NOI impact, and drafts investor-quality explanations.
    0 installs
21. ▌
    Cam Reconciliation Calculator · mariourquia bundle

    Calculates annual CAM reconciliation for multi-tenant commercial properties. Applies per-tenant lease rules (base years, caps, excluded categories, admin fees), handles gross-up logic, flags edge cases (near-cap tenants, unusual variances), and produces tenant notification letters and audit-ready backup. Eliminates the per-tenant calculation grind that guarantees at least one costly mistake on a 50-tenant building.
    0 installs
22. ▌
    Distribution Notice Generator · mariourquia bundle

    Generates individual LP distribution notices with per-investor share calculations, tax characterization, waterfall tier explanation, and batch processing for 50-200+ investors.
    0 installs
23. ▌
    Fund Raise Negotiation Engine · mariourquia bundle

    Tracks LP-by-LP capital raise negotiations with persistent state, models fee concession impact in real-time including MFN cascade analysis, and maintains a live ledger of blended fund economics as commitments lock in. Scales from 10-LP seed funds to 300+ LP institutional raises.
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24. ▌
    Lender Compliance Certificate · mariourquia bundle

    Prepares quarterly lender compliance certificates using loan-specific financial metric definitions. Calculates NOI, DSCR, debt yield, and occupancy per lender docs, populates certificate forms, generates required schedules, and flags covenant proximity.
    0 installs
25. ▌
    Partnership Allocation Engine · mariourquia bundle

    Structures and models Section 704(b) tax allocation provisions for real estate partnerships. Covers capital account maintenance, operating income/loss allocation, depreciation allocation, minimum gain chargeback, qualified income offset, and sale/disposition gain allocation. Includes REIT compliance testing module.
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26. ▌
    Document To Warehouse Pipeline · mariourquia bundle

    Orchestration skill that assembles the OUTPUT of single-document extractors into validated, warehouse-ready tabular datasets. It does not re-extract individual documents; it sits above the extractors and turns their per-document fact tables into multi-document datasets with declared extraction schemas, data-quality and validation rules, standardized provenance columns, warehouse table naming, and a deck-readiness gate. Triggers on 'build the warehouse dataset', 'assemble these extractions', 'validate the data room for the model/deck', or when several extracted documents must become one queryable table. Failing rows are surfaced for review, never silently dropped. Output is the validated dataset that warehouse-to-exhibit-mapper consumes.
    0 installs
27. ▌
    Estoppel Certificate Generator · mariourquia bundle

    Automates estoppel certificate population for CRE transactions. Performs three-way cross-reference (lease vs. rent roll vs. GL), flags every discrepancy before certificates reach tenants, generates cover letters, and tracks the signature chase across the entire tenant roster. A single incorrect estoppel can derail a closing.
    0 installs
28. ▌
    Property Performance Dashboard · mariourquia bundle

    Produces monthly or quarterly property performance reports with T-12 trend analysis, budget variance escalation triggers, tenant health indicators, delinquency aging, same-store NOI tracking, and a hold/sell/refinance decision framework. Triggers on 'monthly report', 'performance dashboard', 'quarterly review', or 'should we hold, sell, or refi'.
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29. ▌
    Acquisition Underwriting Engine · mariourquia bundle

    Full-cycle acquisition underwriting engine. Takes a deal package (rent roll, T-12, OM, financing terms) and produces institutional-quality output: T-12 normalization, 10-year proforma, Linneman cap rate decomposition, probability-weighted scenarios, replacement cost analysis, and go/no-go recommendation. Triggers on 'underwrite this deal', 'build an acquisition model', or 'run the numbers on this property'.
    0 installs
30. ▌
    Construction Budget Gc Analyzer · mariourquia bundle

    Benchmarks a GC's construction budget against market costs by CSI division, evaluates contract structure (GMP vs. cost-plus vs. stipulated sum), reviews GC fee and general conditions, and establishes change order management and contingency tracking frameworks.
    0 installs
31. ▌
    Distressed Acquisition Playbook · mariourquia bundle

    Generates a comprehensive acquisition strategy for distressed CRE assets acquired through REO, note purchase, special servicing, receivership, or bankruptcy. Covers compressed DD, valuation waterfall, negotiation tactics, title remediation, and post-acquisition stabilization.
    0 installs
32. ▌
    Document To Data Room Extractor · mariourquia bundle

    Converts a raw CRE data room (OM, T-12, rent roll, PCA, ALTA survey, leases, agency debt quotes) into a single typed fact table with per-fact sourceRefs, extraction confidence scores, and human review state. Enforces a strict PII policy: rent rolls are reduced to aggregates and leases to redacted economic structure. Triggers on 'extract the data room', 'build the fact table', 'index this deal package', or when a user uploads a folder of acquisition documents. Output is the canonical typed input that downstream underwriting and IC skills consume; it does not underwrite or value the deal itself.
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33. ▌
    Operating Statement To Database · mariourquia bundle

    Transforms a tokenized/extracted operating statement (any line type: actual, budget, reforecast, prior-year; any period grain; monthly, quarterly, annual-summary, or multi-scenario) into validated, account-level, period-level database records mapped to the canonical chart of accounts. Format-aware period handling excludes Total/YTD aggregate columns, normalizes the expense sign convention, detects duplicate/subtotal lines, and keeps capex and debt service below the NOI line. Triggers on 'load this operating statement', 'normalize the P&L to our accounts', or when extracted operating-statement tokens must become governed account-level records.
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34. ▌
    Post Close Onboarding Transition · mariourquia bundle

    Post-acquisition asset onboarding to property management, TI project coordination, and development-to-stabilization transition bridging Acquisitions, PM, and Development.
    0 installs
35. ▌
    Property Management Orchestrator · mariourquia bundle

    Deep property management command center that orchestrates all PM workflows across any asset type. Single entry point for tenant relations, maintenance operations, financial operations, vendor management, compliance monitoring, capital planning, and performance benchmarking. Routes to specialized downstream skills and includes asset-type-specific modules. Triggers on 'property management', 'PM report', 'tenant issue', 'maintenance plan', 'vendor management', 'building operations', 'PM dashboard', or any operational property management question.
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36. ▌
    Property Operations Admin Toolkit · mariourquia bundle

    Operational administration for CRE properties: parking, common area inspections, landscaping, janitorial, work orders, tenant surveys, after-hours calls, directory management. Triggers: property operations, parking, inspection, landscaping, janitorial, work order, tenant satisfaction, after-hours, building directory, common area, preventive maintenance.
    0 installs
37. ▌
    Org Overlay Tailoring Residential Multifamily · mariourquia bundle

    Interactive tailoring skill that interviews an operator's leadership across COO, CFO, regional ops, asset management, development, construction, and reporting to produce an organization-specific overlay under overlays/org/{org_id}/. Activates during operator onboarding, after an organizational change (leadership change, portfolio expansion, new segment), or when the missing-docs queue has entries the operator must resolve. Produces a diff against overlays/org/_defaults/ and stages proposed changes in a sign-off queue; never writes to overlays/org/{org_id}/ without explicit approval. Canonical core is never mutated by this pack.
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38. ▌
    Compliance Regulatory Response Kit · mariourquia bundle

    Building code violations, OSHA responses, ADA compliance, fire safety, environmental compliance during construction, entitlement tracking, community stakeholder communication. Triggers: code violation, OSHA, ADA, fire drill, environmental compliance, entitlement, community relations, inspection, certificate of occupancy, permit.
    0 installs
39. ▌
    Crisis Special Situations Playbook · mariourquia bundle

    Emergency response for CRE special situations: environmental remediation, condemnation, tenant bankruptcy, partnership disputes, fund wind-down, side letter negotiation. Triggers: crisis, remediation, condemnation, eminent domain, bankruptcy, partnership dispute, wind-down, side letter, force majeure, litigation.
    0 installs
40. ▌
    Leasing Strategy Marketing Planner · mariourquia bundle

    Marketing material creation, broker event planning, TI cost benchmarking, marketing plan development, and commission structure benchmarking for Leasing Directors.
    0 installs
41. ▌
    Construction Project Command Center · mariourquia bundle

    Central command for ground-up development and major renovation projects. Manages RFIs, submittals, change orders, draw requests, schedule tracking, safety compliance, and lender reporting. Triggers on 'construction update', 'draw request', 'RFI log', 'change order review', 'punch list', 'construction budget', or when given a GC schedule, AIA billing, or project timeline.
    0 installs
42. ▌
    Building Systems Maintenance Manager · mariourquia bundle

    Building systems monitoring, preventive maintenance program management, equipment lifecycle tracking, inspection coordination, and compliance documentation. Covers HVAC, elevator, fire/life safety, roofing, and MEP systems. Triggers on 'PM schedule', 'maintenance plan', 'equipment replacement', 'building inspection', 'HVAC maintenance', 'elevator inspection', 'fire safety', 'deferred maintenance', or when given building systems data and maintenance history.
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43. ▌
    Fund Operations Compliance Dashboard · mariourquia bundle

    Institutional fund management operations: regulatory compliance monitoring, fee calculations, capital account statements, subscription processing, AML/KYC, Form D filings, LPAC governance, and fund expense ratios. Triggers on 'fund compliance', 'capital account', 'management fee calc', 'LP subscription', 'Form D filing', 'LPAC meeting', 'investor reporting', or when given fund terms, committed capital, and investment activity.
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44. ▌
    Space Planning Redesign Orchestrator · mariourquia bundle

    Multi-agent orchestrator for property managers planning space redesigns, repositioning, and amenity additions. Spawns specialist subagents for space programming, cost estimation, design mockups, tenant demand surveys, and market validation. Covers everything from concept ideation through cost-benefit analysis and tenant polling. Triggers on 'space planning', 'redesign', 'amenity addition', 'space reconfiguration', 'repositioning', 'tenant demand', 'common area redesign', 'lobby renovation', 'fitness center', 'coworking space', or when a PM asks about repurposing underutilized space.
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45. ▌
    Human Readable Role Name · mariourquia bundle

    One paragraph: what the role does and when it triggers.
    0 installs
46. ▌
    Construction Procurement Contracts Engine · mariourquia bundle

    GC selection, bid leveling, GMP/lump sum negotiation, CO compliance, punch list management, and design team evaluation for Development Managers.
    0 installs
47. ▌
    Asset Manager Residential Multifamily · mariourquia bundle

    Owner-side asset operator for one or more middle-market multifamily assets. Owns the business plan, hold-period return, capital plan, debt-covenant cushion, and the owner's view of site performance. Directs property_manager (self_managed) or the TPM oversight layer (third_party_managed). Approves site-level gated actions above regional authority; routes portfolio- and investor-level actions to portfolio_manager and finance leadership.
    0 installs
48. ▌
    Human Readable Workflow Name · mariourquia bundle

    One paragraph: what the workflow does and when it triggers.
    0 installs
49. ▌
    Reforecast · mariourquia bundle

    Produces a reforecast that inherits actuals through the as-of month, preserves or revises forward-looking assumptions with citation, and surfaces the delta vs. budget and vs. prior forecast. Includes forecast-accuracy calibration and NOI sensitivity.
    0 installs
50. ▌
    Leasing Manager Residential Multifamily · mariourquia bundle

    Funnel operator for a middle-market multifamily property. Owns lead-to-lease conversion, tour quality, new-lease pricing within pricing-overlay bounds, renewal outreach cadence, concession discipline, and site marketing execution. Routes pricing and concession exceptions to the property_manager.
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51. ▌
    Property Manager Residential Multifamily · mariourquia bundle

    Site-level operator of a middle-market multifamily property. Owns daily operations, the resident experience, the leasing and renewal funnel, maintenance triage, rent collection, and site expense discipline. Executes inside overlays defined by the segment, form factor, lifecycle, management mode, and org.
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52. ▌
    Regional Manager Residential Multifamily · mariourquia bundle

    Multi-property operations leader covering a portfolio region. Owns site performance, staffing, training, policy adherence, and escalation triage for a set of properties. Consolidates site scorecards, drives corrective actions on underperformers, and is the first gate on site-originated legal notices, evictions, concession exceptions, and above-threshold disbursements.
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53. ▌
    Annual Budget Build · mariourquia bundle

    Builds the annual operating budget from property-level bottoms-up plus portfolio-level assumptions. Revenue build from rent roll + market reference + renewal policy; expense build from assumption libraries + staffing ratios + benchmarks. Produces variance narrative against prior year and T12, stress-test sensitivities, and a draft owner package. Final submission is gated.
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54. ▌
    Portfolio Manager Residential Multifamily · mariourquia bundle

    Portfolio- and fund-level leader. Aggregates asset_manager outputs into portfolio performance and strategy. Owns portfolio concentration, same-store growth, debt-ladder posture, and investor-facing narrative. Approves asset-level recommendations requiring portfolio or fund authority; routes disposition, acquisition, and recap pivots to executive leadership.
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55. ▌
    Cfo Finance Leader Residential Multifamily · mariourquia bundle

    Executive finance leader. Consumes reporting_finance_ops_lead rollups, portfolio_manager rollups, and asset_manager covenant views. Owns treasury posture, covenant-cushion decisions, refi / recap / workout decisions (jointly with CEO and portfolio_manager), fund-accounting policy, investor- and lender-facing finals sign-off (jointly with CEO where required), and audit / fund-document actions.
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56. ▌
    Development Manager Residential Multifamily · mariourquia bundle

    Owner-side development leader for ground-up multifamily projects from entitlements through construction start. Owns project feasibility, design/scope definition, budget formation, soft-cost management, entitlement path, bidding strategy, and construction launch. Hands off day-to-day construction execution to construction_manager but remains the project owner through stabilization.
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57. ▌
    Pipeline Review · mariourquia bundle

    Weekly review of every deal in the pipeline by stage (sourcing, loi_signed, psa_signed, ic_approved, debt_term_sheet, close, funded). Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load and debt-term-sheet variance, and quantifies retrade risk. Dealpath is the primary source; the workflow surfaces any `dp_completeness_ic_record` or `dp_handoff_lag` blocker from adapter dq rules before any roll-up claim is made.
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58. ▌
    Ceo Executive Leader Residential Multifamily · mariourquia bundle

    Executive leader with full authority inside the fund mandate; routes items above mandate to board / IC. Consumes rollups from COO (operating decisions) and CFO (finance decisions); consumes portfolio rollups from portfolio_manager. Owns board / IC cadence, strategic posture, enterprise-level policy, and the external-facing narrative.
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59. ▌
    Construction Manager Residential Multifamily · mariourquia bundle

    Owner-side construction execution leader during vertical construction and major renovations. Owns day-to-day coordination with the GC, schedule discipline, RFI and submittal flow, safety oversight, and punch-list closeout. Reports to development_manager during ground-up projects and to asset_manager during value-add renovations.
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60. ▌
    Delivery Handoff · mariourquia bundle

    Coordinates the transition from construction delivery to operating asset. Fires on Procore schedule_milestone `temp_co_received` or `final_co_received` (with units_ready_for_lease >= 1), or on AppFolio C/O recording (Handoff 8 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives TCO/CO recording, punchlist state review, retainage release schedule, rent-roll transition from lease-up plan to active, construction-sub vs operating-vendor rationalization, warranty package handoff, system as-built documentation acceptance, capex project closeout in Intacct, and dev_project_crosswalk closure (procore_project_id -> property_id linkage). Triggers lease_up_first_period once the AppFolio unit roster is active. Writes back to master_data crosswalks via approval. Handoff is not complete until every item lands within the tolerance band and development_lead signs off.
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61. ▌
    Rent Comp Intake · mariourquia bundle

    Ingests inbound rent comp observations (shopped, 3rd-party, operator-reported), validates, normalizes, proposes updates to market_rent_benchmark files, and opens an approval if the magnitude delta crosses the overlay threshold. Follows the reference update flow end to end.
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62. ▌
    Coo Operations Leader Residential Multifamily · mariourquia bundle

    Executive operations leader above director_of_operations and the regional / asset lines. Consumes the rollups from director_of_operations, asset_manager, third_party_manager_oversight_lead, and reporting_finance_ops_lead. Owns the weekly exec brief operating posture, the monthly asset-review roll-up, and the quarterly portfolio review for the operating function. Sets operating-decision cadence and arbitrates policy disputes.
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63. ▌
    Renewal And Retention · mariourquia bundle

    Plans, prices, and executes the renewal cycle for leases in the renewal-offer window. Segments expiring leases into pricing tiers, computes per-tier offers using market_to_lease_gap and prior effective rent, checks every offer against policy bands, and produces a draft communication set with all legal-notice templates flagged for review. Guards against retention through concession creep. Runs monthly at the property and per-tagged trigger when a lease enters its renewal-offer window.
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64. ▌
    Director Of Operations Residential Multifamily · mariourquia bundle

    Corporate operations leader above regional managers. Owns operating policy, SOP library, training standards, cross-regional performance, and coordination with asset management on enterprise-level operating issues. Reviews escalations from regional managers and sets operating standards that cascade through overlays.
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65. ▌
    Maintenance Supervisor Residential Multifamily · mariourquia bundle

    On-site maintenance leader. Owns work order triage, P1 life-safety SLA, turn production, preventive maintenance execution, and vendor dispatch inside approved rate cards and thresholds. Routes life-safety scope changes, licensed engineering judgments, and above-threshold dispatches per the approval matrix.
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66. ▌
    Acquisition Handoff · mariourquia bundle

    Coordinates the handoff from deal close to an operating asset. Fires when Dealpath emits the deal-close event (Handoff 1 + Handoff 3 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives AppFolio property setup, Intacct legal-entity dimension setup, vendor master rationalization, opening rent roll load, PMA execution if third-party managed, lender reporting registration, and data-platform property_master_crosswalk row creation. Produces a handoff checklist with per-item status, verifies completion within the handoff-lag tolerance band, and surfaces blockers for gated approval. Writes back to master_data crosswalks via approval before the handoff is marked complete.
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67. ▌
    Change Order Review · mariourquia bundle

    Reviews each proposed change order: validates scope basis, re-estimates cost, checks schedule impact, evaluates against contingency, recommends approval or rejection, and routes to the correct approval row by dollar threshold. Tracks `change_orders_pct_of_contract` and `contingency_burn_rate`.
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68. ▌
    Draw Package Review · mariourquia bundle

    Reviews a draw package end to end before lender submission. Validates construction cost to date, reconciles to the lender requisition, confirms lien waivers by vendor and period, verifies insurance endorsements, checks compliance attestations, and evaluates cost-to-complete. Splits construction manager and asset manager responsibilities. Opens approval gates for construction manager (row 12) and, finally, for the lender submission (row 14). Final submission never goes out without approved records.
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69. ▌
    Market Rent Refresh · mariourquia bundle

    Checks freshness of market rent and concession references against overlay staleness threshold; organizes a refresh plan (comp sources, shop list, 3rd-party export, submarket coverage); produces the intake bundle for `workflows/rent_comp_intake` to process. Outputs a current-state memo and a refreshed benchmark view on completion.
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70. ▌
    Schedule Risk Review · mariourquia bundle

    Reviews current schedule against baseline, identifies critical-path risks, recomputes completion and stabilization probability, and routes a rebaseline proposal when warranted. Integrates with `workflows/cost_to_complete_review` and `workflows/draw_package_review` for financial consequences.
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71. ▌
    Unit Turn And Make Ready · mariourquia bundle

    Coordinates the unit turn from move-out handoff to ready-to-show. Selects the scope tier, produces the estimate, dispatches trades against the approved vendor list, tracks cycle time against benchmarks, and reconciles actuals against the turn cost library. Hands off to `workflows/move_in_administration` when the new resident is scheduled.
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72. ▌
    Lease Up First Period · mariourquia bundle

    Operationalize the first 12-18 months post-delivery of a new-construction or gut-renovation asset: monthly tracker of lease-up velocity vs underwriting, concession depth vs market, approval-rate posture, traffic-source mix, broker-assist rate, model-unit performance, first-renewal retention readiness, stabilization pace, NOI ramp vs underwriting, lender-reporting compliance, and equity-call scheduling for any unfunded reserves. Distinguishes from the steady-state `workflows/monthly_property_operating_review` by adding ramp-tracking metrics and by wiring the cross-system posture between AppFolio (leasing funnel + lease execution) and Excel (rent comp + concession benchmark) into a single lease-up narrative. Hands off to `workflows/monthly_property_operating_review` once the property crosses the lifecycle stabilization threshold. Narrative-first with a KPI dashboard. Informational to recommendation severity: this pack does not authorize concession policy exceptions, pricing shifts, or equity-call initiations —
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73. ▌
    Assistant Property Manager Residential Multifamily · mariourquia bundle

    Site deputy to the property manager. Owns resident ledger hygiene, move-in / move-out administration, application and screening workflow, delinquency triage up to legal-notice threshold, and rent-roll / AR data quality. Operates under the PM's direction and within the segment / form / mode / org overlays loaded by the router.
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74. ▌
    Reporting Finance Ops Lead Residential Multifamily · mariourquia bundle

    Finance operations and reporting leader. Owns the close calendar, variance reporting, forecast accuracy measurement, covenant calculations, investor / lender reporting packages, and reference-library updates for finance-domain references (COA, covenant calc methodology, fund accounting policies). Serves as the final QA before asset-, portfolio-, or executive-level finance outputs are deemed `final`.
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75. ▌
    Move In Administration · mariourquia bundle

    Coordinates every step from lease execution to resident in the unit. Confirms move-in readiness, generates document packets per jurisdiction overlay, schedules utility transfers, produces welcome communications, and closes the loop by marking the move-in event and updating occupancy metrics. Routes any reasonable-accommodation signal out of the workflow to a human path.
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76. ▌
    Owner Approval Routing · mariourquia bundle

    The plumbing for every gated action. Takes a pending `ApprovalRequest` and routes it to the correct approvers per the approval matrix row and org overlay, tracks SLA, and records the outcome to the approval audit log. Invoked by any workflow that opens an approval request. Never decides on behalf of humans; composes and routes.
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77. ▌
    Post Ic Property Setup · mariourquia bundle

    Pre-close shadow setup. Fires at IC approval (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md) before the deal actually closes. Creates placeholder property in AppFolio (status: pre_acquisition), placeholder entity dim in Intacct, placeholder property_master_crosswalk + asset_crosswalk rows, reserves the canonical property_id slot, routes to compliance for legal-entity formation, secures tax-lot and assessment research, and binds pre-acquisition insurance. Terminates by passing a baton payload to acquisition_handoff at close. The workflow never promotes the placeholder to operating; that is acquisition_handoff's job. Writes proposed placeholder rows to master_data via approval-gated writes.
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78. ▌
    Cost To Complete Review · mariourquia bundle

    Recomputes cost-to-complete from current actuals plus remaining scope plus overlay-derived escalation and contingency. Compares against prior CTC and the underwriting baseline. Identifies the driver (labor, material, scope, duration) and recommends remediation (re-estimate, scope trim, re-bid, contingency pull).
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79. ▌
    Delinquency And Collections · mariourquia bundle

    Canonical delinquency-to-resolution playbook. Classifies every case by aging stage, proposes the next-step action per the overlay's playbook, generates draft resident communications with legal-review banners where jurisdictions treat them as notices, opens approval_requests for every gated transition (legal notice, eviction filing, non-standard payment plan, write-off above threshold), and records fair-housing guardrails at each decision point. Runs weekly at the property and on-demand when a single case transitions aging buckets.
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80. ▌
    Move Out Administration · mariourquia bundle

    Coordinates every step from notice-to-vacate through unit transfer to the turn workflow. Produces the move-out inspection checklist, assembles the final ledger and statutorily-compliant security-deposit statement, handles damage charge disputes, and hands off to the turn workflow. Enforces jurisdiction-specific return deadlines.
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81. ▌
    Pre Close Deal Tracking · mariourquia bundle

    Per-deal closing discipline. Tracks PSA / financing key-date countdown (LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback), open contingencies and their evidence of removal, escrow funding status, and lender deliverable status. Produces a weekly running scorecard per deal (daily for closing-week deals), triggers escalations as key dates approach, and composes a closing-week dashboard covering every deal within the close_window_days overlay band.
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82. ▌
    Capex Estimate Generation · mariourquia bundle

    Produces line-item capex estimates for a defined scope using the capex library, labor rates, material costs, and overlay contingency and escalation. Output is a structured estimate suitable for bid leveling, prioritization, or budget inclusion.
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83. ▌
    Investment Committee Prep · mariourquia bundle

    Pre-IC packet assembly for each IC cycle. Assembles the docket, pulls each deal's memo and cross-references, tracks IC conditions from prior decisions through to completion, consumes the sensitivity / stress-test output, surfaces comp evidence with freshness flags, and runs an LP capital availability check. The pack is the IC committee's input; the committee owns the decision. The workflow refuses to publish a deal's packet if blocking Dealpath DQ rules are open (`dp_completeness_ic_record`) or if required sensitivity tests are missing. Outputs include the IC packet, the condition-tracking rollup (from prior cycles), and the post-IC condition-log draft ready for minute-keeping.
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84. ▌
    Estimator Preconstruction Lead Residential Multifamily · mariourquia bundle

    Preconstruction and estimating lead. Produces estimates at conceptual, schematic, design-development, construction-documents, and GMP stages for ground-up and renovation scope. Owns the reconciliation between proposed scopes and the reference library (material costs, labor rates, assembly costs, unit turn cost library, capex line-item library, renovation scope library). Drives bid tabulation and trade-buyout leveling. Does not approve awards; supplies the decision basis.
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85. ▌
    Executive Pipeline Summary · mariourquia bundle

    Monthly executive rollup of pipeline state for the residential_multifamily subsystem. Aggregates Dealpath (deal pipeline), Procore (active development pipeline), and Intacct (capex commitment exposure) into a board-ready or IC-ready summary. Designed for the executive and IC audiences with per-metric confidence bands. Scope: dollars committed at each pipeline stage, expected close by month, IC docket forward 90 days, capex commitment exposure forward 12 months, debt market context band, capital deployment pace vs target, declined deal hit-rate, top-of-funnel sourcing health, JV partner concentration, geographic concentration, segment concentration. Every metric declares a confidence band. Decision severity `gated`: the pack is board-ready. Any final-marked external submission (board packet, IC advance read) is gated. The workflow never sends autonomously; composition of the formal submission bundle lives in `workflows/executive_operating_summary_generation`.
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86. ▌
    Quarterly Portfolio Review · mariourquia bundle

    Portfolio-level quarterly review covering same-store trend, market concentration, watchlist distribution, capex progress, lease-up status, forecast discipline, covenant posture, and fund-level context. Produces the board and investor narrative drafts.
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87. ▌
    Vendor Dispatch And Sla Review · mariourquia bundle

    Weekly and quarterly review of dispatch SLA adherence and vendor performance. Produces a vendor scorecard per market and trade, flags underperformers, verifies insurance and licensure freshness, and proposes rotation actions. Vendor contract changes are routed for approval.
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88. ▌
    Lead To Lease Funnel Review · mariourquia bundle

    Diagnostic review of the leasing funnel from lead through move-in. Identifies where the funnel is breaking (response time, tour conversion, application conversion, approval, move-in), quantifies exposure, surfaces fair-housing and screening-drift flags, and proposes a remediation plan with owner-specific target bands. Recurring weekly at the property level; invoked ad hoc when notice exposure or leased occupancy slips.
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89. ▌
    Development Pipeline Tracking · mariourquia bundle

    Weekly roll-up of the active development pipeline. Aggregates sites under contract, in entitlement, in design, in permitting, and in construction (by phase); tracks TCO/delivery target dates, baseline-vs-current schedule slip, baseline-vs-current cost slip, change-order trend, draw schedule status, contractor performance flags, lease-up readiness, and financing draw status. Groups by region and deal_lead. Flags critical-path slips beyond tolerance and escalates Dealpath/Procore/Intacct reconciliation blockers. Narrative-first with a KPI dashboard. Informational to recommendation severity: this pack produces a weekly tracker, not approvals. Gated actions (rebaseline, scope trim, contingency pull, change orders) remain in their own workflows (`schedule_risk_review`, `cost_to_complete_review`, `change_order_review`).
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90. ▌
    Third Party Manager Oversight Lead Residential Multifamily · mariourquia bundle

    Owner-side oversight layer on third-party property managers (TPM). Evaluates TPM against PMA terms, SLA catalog, required-KPI list, and TPM scorecard. Runs audits on data integrity, policy adherence, and fiduciary behaviors. Serves as the owner's single voice to the TPM on performance and remedy. Escalates PMA amendments and termination considerations to asset_manager, legal, and executive leadership.
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91. ▌
    Bid Leveling And Procurement Review · mariourquia bundle

    Normalizes and levels bids received for a defined scope. Performs apples-to-apples comparison across bidders by adjusting for included/excluded scope, allowances, alternates, and qualifications. Produces the level sheet, the recommended award, the scope clarification list, and the approval path. Every award opens a gate regardless of dollar (approval matrix row 9).
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92. ▌
    Monthly Asset Management Review · mariourquia bundle

    Ownership-side monthly review. Synthesizes property-level operating output into asset plan reality check: variance to budget and reforecast, covenant view with cushion and breach risk, watchlist scoring, rent-growth and trade-out, capex progress and yield, stabilization pace for lease-up, same-store rollup. Produces the AM agenda for PM and regional conversations, the lender compliance scaffold, and the investor-facing draft.
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93. ▌
    Monthly Property Operating Review · mariourquia bundle

    Monthly property scorecard and narrative. Synthesizes operating, leasing, collections, maintenance, and financial variance into a single review pack for the PM, regional, and AM. Invokes child workflows for funnel, delinquency, turn, and WO views.
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94. ▌
    Third Party Manager Scorecard Review · mariourquia bundle

    Owner-oversight review of third-party property manager performance. Scores against the PMA's service standards and the overlay's rubric, computes adherence metrics, flags audit findings, produces the scorecard memo and the TPM-facing communication draft. Runs monthly per property and quarterly per PMA. Material performance gaps and any PMA amendment or termination are gated.
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95. ▌
    Implementation Intake And Leader Sign Off Builder · mariourquia bundle

    Evidence-driven implementation intake workflow for residential multifamily and related CRE operating environments. Guides sponsors, implementation leads, data teams, operations leaders, and reporting owners through source inventory, access readiness, export evidence, field-level semantics, crosswalk ownership, reporting calendar, approvals, blockers, assumptions, and final leader sign-off. Produces implementation packets that are usable by both executives and build teams, while refusing silent assumption upgrades and refusing secret storage.
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96. ▌
    Executive Operating Summary Generation · mariourquia bundle

    Composes executive-grade operating summaries for board, LP, lender, and internal executive consumption. Synthesizes property, asset, and portfolio outputs into a narrative-first document with attached KPI dashboard, covenant posture, watchlist distribution, capex program, lease-up status, and forecast discipline. Every final submission is gated. Never sends autonomously.
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97. ▌
    Capital Project Intake And Prioritization · mariourquia bundle

    Intake for capital project ideas from any source (PM, regional, AM, engineering, capex plan cycle). Scores each project against the overlay's priority rubric (life safety, deferred maintenance, renovation yield, risk mitigation, regulatory). Produces the prioritized backlog and flags gated decisions.
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98. ▌
    Construction Meeting Prep And Action Tracking · mariourquia bundle

    Prepares weekly or biweekly construction-meeting packets (agenda, data summary, RFI and submittal log, COs, schedule status, safety) and tracks action items with owners and due dates. Closes the loop by updating status and surfacing stale items.
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