Skip to content

ahacker-1/cre-agent-skills

CRE Agent Skills — AI-Powered Commercial Real Estate Analysis

50 CRE skills. No orchestrator required.

Most CRE operators don't need another AI platform.

They need one sharp tool for the thing on their desk right now. The rent roll they're cleaning tonight. The IC memo due Thursday. The lender comparison they've been avoiding for a week. The quarterly LP report due Friday.

So I took my own orchestrator apart and gave it to them.

A while back I shipped a full multi-agent CRE Acquisition Orchestrator — 31 skills wired together across due diligence, underwriting, financing, legal, closing, and document ingestion. Some operators loved it. They wanted the full stack running like a junior analyst team that never sleeps.

But most people I talked to didn't want that.

Not yet.

They had a specific piece of work already in front of them. They didn't want to adopt a whole system. They wanted one good tool for the one thing they were doing right now.

The all-in-one AI platform pitch is a bad fit for how CRE work actually moves. Deals don't wait for you to adopt a pipeline. They land on your desk in pieces.

So I pulled every skill out.

Made each one a clean, standalone file you drop into your own setup — Claude Code, Claude Projects, ChatGPT, Cursor, or any LLM-powered tool.

Then I kept going.

Added a full Industrial pack.

Added a Brokerage Investment Sales pack.

Added an Asset Management pack for post-acquisition operations — budgets, variance, renewals, capex execution, NOI improvement, hold/sell/refi decisions, and quarterly LP reviews.

Built knowledge bases — real references, not placeholders. Every benchmark traces to a cited source.

Grab it. Apache 2.0. No API keys. No signup. Clone, star, come back.

Here's where I want to land.

I want this to be the most helpful AI resource in commercial real estate. Period. Not a product I sell. A growing set of building blocks you pick from. Scaffolding for the work you're already trying to think through.

License: Apache 2.0 Skills Knowledge Bases Research Notes Claude Code Plugins No API Keys


50 AI Skills 15 Knowledge Bases 9 Claude Code Plugins 0 Dependencies
7 Due Diligence 3 Underwriting 3 Financing 9 Asset Management v1

No API keys. No installation. No dependencies. Each .md file works on its own.

Disclaimer: These skill files are educational and informational resources, not production software for making investment decisions. The financial calculations, legal checklists, underwriting models, and analysis outputs are for reference and learning purposes only. Nothing in this repository constitutes financial, legal, investment, or tax advice. The authors and contributors are not liable for any decisions made based on information produced using these skills. Always consult qualified professionals — licensed attorneys, CPAs, commercial real estate brokers, and financial advisors — before making real estate investment decisions. These materials are provided "as is" without warranty of any kind. See LICENSE for full terms.


New in v1.3.0

This release adds a new post-acquisition operational pack without changing the existing multifamily, industrial, or brokerage paths:

  • Asset Management v1 with 9 new post-acquisition operational skills — budgeting, variance, collections, renewals, lease-up, capex, NOI improvement, hold/sell/refi decisions, and quarterly asset review memo
  • /cre-asset-management Claude Code plugin
  • Additive release framing on top of the original multifamily core, Industrial v1, and Brokerage Investment Sales v1

Asset Management v1 is post-closing operational work for owner/operators running stabilized and transitional assets.


New in v1.2.0

This release adds a new role-based pack without changing the existing multifamily or industrial paths:

  • Brokerage Investment Sales v1 with 8 new U.S.-focused seller-side brokerage skills
  • 4 brokerage knowledge bases
  • 12 brokerage companion research notes
  • /cre-brokerage Claude Code plugin
  • Additive release framing on top of the original multifamily-first repo and the prior Industrial v1 release

Brokerage v1 is seller-side, investment-sales-first, BOV-to-close, and transaction-only. It is designed to support brokers on active assignments, not general prospecting or CRM work.


New in v1.1.0

This release adds to the original multifamily-first library without changing the existing multifamily paths:

  • Industrial v1 with 8 new U.S.-focused industrial acquisition skills
  • 3 industrial knowledge bases
  • 11 industrial companion research notes
  • /cre-industrial Claude Code plugin
  • PowerShell install examples for Windows-first users
  • Research-backed contribution standards for future sector packs

The original multifamily core remains intact. Industrial v1 is the first additive sector expansion.


Table of Contents


Quick Start

Option 1: Claude Code Plugin (Recommended)

If you use Claude Code, install a department plugin in one command:

# Clone the repo
git clone https://github.com/ahacker-1/cre-agent-skills.git

# Install the due diligence plugin (example)
cp -r cre-agent-skills/claude-code-plugins/cre-due-diligence ~/.claude/skills/

# Now use it in Claude Code
claude
> /cre-due-diligence Analyze the rent roll for 200 Park Avenue, Austin TX

See Claude Code Plugins below for the original department plugins plus the additive Industrial v1 and Brokerage v1 packs.

Windows / PowerShell

git clone https://github.com/ahacker-1/cre-agent-skills.git
Set-Location .\cre-agent-skills

New-Item -ItemType Directory -Force "$HOME\.claude\skills" | Out-Null
Copy-Item -Recurse .\claude-code-plugins\cre-industrial "$HOME\.claude\skills\"

Brokerage v1 example:

git clone https://github.com/ahacker-1/cre-agent-skills.git
Set-Location .\cre-agent-skills

New-Item -ItemType Directory -Force "$HOME\.claude\skills" | Out-Null
Copy-Item -Recurse .\claude-code-plugins\cre-brokerage "$HOME\.claude\skills\"

Option 2: Copy a Single Skill File

  1. Browse the Skill Index below
  2. Open the .md file for the task you need
  3. Copy its content into Claude Projects, ChatGPT Custom Instructions, Cursor rules, or any LLM system prompt
  4. Provide the inputs listed in "What You'll Need to Provide"
  5. Get structured, expert-level analysis back

Option 3: Point an AI Agent at This Repo

If you're using an AI coding agent (Claude Code, Cursor, Windsurf, etc.), you can point it at this repo and ask it to set things up for you:

git clone https://github.com/ahacker-1/cre-agent-skills.git
cd cre-agent-skills

# Then tell your AI agent:
# "Read the README.md and set up the CRE skills I need for due diligence and underwriting"

The repo is structured so an AI agent can read this README, understand the full skill catalog, and help you install exactly what you need. Every file is plain Markdown — no compilation, no build steps, no configuration files.


Claude Code Plugins (Recommended)

The repo now includes the original six department plugins plus three additive packs: Industrial v1, Brokerage Investment Sales v1, and Asset Management v1. Each plugin includes a SKILL.md entry point that routes to the right specialist skill based on your request, plus all referenced knowledge base files bundled inside.

Available Plugins

Plugin Slash Command Skills Included Knowledge Bases Included
Due Diligence /cre-due-diligence 7 skills (rent roll, OpEx, market, physical, environmental, title, tenant credit) Underwriting Calc, Multifamily Benchmarks, Risk Scoring
Underwriting /cre-underwriting 3 skills (financial model, scenarios, IC memo) Underwriting Calc, Multifamily Benchmarks
Financing /cre-financing 3 skills (lender outreach, quote comparator, term sheet) Lender Criteria, Underwriting Calc
Legal /cre-legal 6 skills (PSA, title/survey, estoppels, loan docs, insurance, transfer docs) Legal Checklist
Closing /cre-closing 2 skills (closing coordinator, funds flow) Legal Checklist, Underwriting Calc
Asset Management v1 /cre-asset-management 9 skills (budgeting, variance, collections, renewals, lease-up, capex, NOI improvement, hold/sell/refi, quarterly asset review memo) Asset Management Benchmarks, Asset Management Reporting Standards, Renewal Economics
Document Ingestion /cre-document-ingestion 4 skills (classifier, rent roll parser, financials parser, OM parser) None (self-contained)
Industrial v1 /cre-industrial 8 skills (market study, lease roster, lease abstract, tenant credit, physical inspection, underwriting, financing fit, IC memo) Industrial Benchmarks, Industrial Lease Structures, Industrial Lender Criteria
Brokerage v1 /cre-brokerage 8 skills (assignment intake, BOV, listing proposal, OM / teaser, buyer process, bid leveling, negotiation brief, PSA-to-close coordination) Brokerage Investment Sales Process, Broker Opinion of Value Guidance, Marketing Confidentiality and Buyer Process, Offer Negotiation and Closing Playbook

How to Install

Each plugin is a self-contained directory inside claude-code-plugins/. Install the ones you need:

Method A: Personal Skills (Available in All Projects)

Copy plugins to your personal Claude Code skills directory:

# Clone the repo
git clone https://github.com/ahacker-1/cre-agent-skills.git
cd cre-agent-skills

# Install individual plugins
cp -r claude-code-plugins/cre-due-diligence ~/.claude/skills/
cp -r claude-code-plugins/cre-underwriting ~/.claude/skills/
cp -r claude-code-plugins/cre-financing ~/.claude/skills/
cp -r claude-code-plugins/cre-legal ~/.claude/skills/
cp -r claude-code-plugins/cre-closing ~/.claude/skills/
cp -r claude-code-plugins/cre-document-ingestion ~/.claude/skills/

# Or install ALL plugins at once
cp -r claude-code-plugins/* ~/.claude/skills/

PowerShell equivalent:

git clone https://github.com/ahacker-1/cre-agent-skills.git
Set-Location .\cre-agent-skills

New-Item -ItemType Directory -Force "$HOME\.claude\skills" | Out-Null
Copy-Item -Recurse .\claude-code-plugins\* "$HOME\.claude\skills\"

After installation, the plugins are available in every Claude Code session. Type /cre- and autocomplete will show all installed plugins.

Method B: Project-Level Skills (Available in One Project)

If you want skills scoped to a specific deal or project:

# Inside your project directory
mkdir -p .claude/skills

# Install only the plugins you need for this project
cp -r /path/to/cre-agent-skills/claude-code-plugins/cre-due-diligence .claude/skills/
cp -r /path/to/cre-agent-skills/claude-code-plugins/cre-underwriting .claude/skills/

PowerShell equivalent:

New-Item -ItemType Directory -Force .\.claude\skills | Out-Null
Copy-Item -Recurse C:\path\to\cre-agent-skills\claude-code-plugins\cre-industrial .\.claude\skills\

Brokerage v1 example:

New-Item -ItemType Directory -Force .\.claude\skills | Out-Null
Copy-Item -Recurse C:\path\to\cre-agent-skills\claude-code-plugins\cre-brokerage .\.claude\skills\

Project-level skills take priority over personal skills with the same name. You can commit the .claude/skills/ directory to git so your team shares the same skills.

Method C: Using --add-dir (No Installation)

Reference the plugins directory directly without copying:

# Clone once
git clone https://github.com/ahacker-1/cre-agent-skills.git

# Launch Claude Code with the plugins directory
claude --add-dir /path/to/cre-agent-skills/claude-code-plugins/cre-due-diligence

This loads the plugin for the current session only. Skills from --add-dir directories are detected automatically and support live editing — you can modify skill files during a session without restarting.

Using the Plugins

Once installed, invoke any plugin with its slash command:

# Due Diligence
/cre-due-diligence Analyze this rent roll for Parkview Apartments, 200 units, Austin TX
/cre-due-diligence Run an environmental review on the Phase I ESA I just uploaded
/cre-due-diligence Benchmark these T-12 operating expenses against Class B multifamily

# Underwriting
/cre-underwriting Build a 5-year pro forma using the DD outputs we just generated
/cre-underwriting Run 27 scenario stress tests on this financial model
/cre-underwriting Write an IC memo summarizing this deal

# Financing
/cre-financing Which lenders should we approach for a $24M loan on a 200-unit Class B in Austin?
/cre-financing Compare these 4 lender quotes and rank them
/cre-financing Build a term sheet based on the Freddie Mac quote

# Legal
/cre-legal Review this Purchase & Sale Agreement clause by clause
/cre-legal Analyze the title commitment I uploaded
/cre-legal Track estoppel certificate collection — here's the rent roll and returned certificates

# Closing
/cre-closing Build the closing checklist — here's where we stand on all workstreams
/cre-closing Prepare the funds flow memo — here are the deal terms

# Document Ingestion
/cre-document-ingestion Classify these deal documents I just uploaded
/cre-document-ingestion Parse this rent roll into structured data
/cre-document-ingestion Extract the financials from this T-12

# Industrial v1
/cre-industrial Analyze the market for a 240,000 SF distribution asset in Dallas
/cre-industrial Review this industrial lease roster and highlight rollover risk
/cre-industrial Build an underwriting view for this shallow-bay acquisition

# Brokerage v1
/cre-brokerage Build a BOV for this office investment sale listing
/cre-brokerage Draft the OM and teaser for this retail center
/cre-brokerage Level these offers and recommend a seller response

Claude reads the SKILL.md entry point, identifies which specialist skill to load based on your request, loads the full skill instructions plus relevant knowledge bases, and runs the analysis.

Plugin Structure (For Reference)

Each plugin follows this pattern:

cre-{department}/
├── SKILL.md          # Entry point — YAML frontmatter + routing logic
├── skills/           # Specialist skill files (the actual analysis prompts)
│   ├── skill-one.md
│   ├── skill-two.md
│   └── ...
└── knowledge/        # Domain knowledge reference files (formulas, benchmarks, criteria)
    ├── relevant-knowledge-base-1.md
    └── relevant-knowledge-base-2.md

The SKILL.md file contains YAML frontmatter that tells Claude Code:

  • name — the slash command name (e.g., cre-due-diligence)
  • description — when Claude should automatically consider using this skill
  • argument-hint — what to show in autocomplete

The body of SKILL.md routes the user's request to the right specialist skill file, which Claude loads on demand. Knowledge base files provide reference data (formulas, benchmarks, criteria) that the specialist skills draw on.


Installation Methods

Different AI platforms have different ways to load skills. Here's how to use them everywhere:

Claude Code (Plugins — Recommended)

See Claude Code Plugins above for the full setup guide. This is the best experience — you get slash commands, automatic routing, and bundled knowledge bases.

Claude Projects (claude.ai)

  1. Open claude.ai and create a new Project
  2. Click "Add knowledge" in the Project settings
  3. Upload the .md skill file(s) you want to use from the skills/ directory
  4. Optionally upload knowledge base files from knowledge/ that the skill recommends
  5. Start a conversation — Claude automatically references the loaded skills

Tip: Name your project by deal (e.g., "Parkview Apartments DD") and load the relevant skill subset.

ChatGPT (Custom GPTs)

  1. Go to chat.openai.com → Explore GPTs → Create
  2. Paste the full content of a skill file into the "Instructions" field
  3. Upload knowledge base files as the GPT's "Knowledge" documents
  4. Save and use the GPT for that specific analysis task

Cursor / Windsurf / AI Code Editors

Copy skill files into your editor's rules directory:

# Cursor
cp skills/due-diligence/rent-roll-analyst.md .cursor/rules/

# Or reference via --add-dir in Cursor's Claude Code integration

Any LLM (API Usage)

Include skill content in your system prompt:

import anthropic

skill = open("skills/due-diligence/rent-roll-analyst.md").read()
knowledge = open("knowledge/multifamily-benchmarks.md").read()

client = anthropic.Anthropic()
response = client.messages.create(
    model="claude-sonnet-4-20250514",
    system=f"{skill}\n\n---\n\nReference Knowledge:\n{knowledge}",
    messages=[
        {"role": "user", "content": "Analyze this rent roll: [paste data]"}
    ]
)

Skill Index

Due Diligence (7 skills)

Skill What It Does
Rent Roll Analyst Validates unit mix, in-place rents vs market, loss-to-lease, occupancy metrics, tenant concentration risks, and anomaly detection
OpEx Analyst Analyzes T-12 operating expenses, per-unit benchmarking by property class and region, line-item trends, management fee validation, tax reassessment modeling
Market Study Researches submarket fundamentals — demographics, employment, supply pipeline, absorption rates, rent comps, competitive set analysis
Physical Inspection Assesses property condition from inspection reports, estimates CapEx needs by system, remaining useful life calculations, deferred maintenance quantification
Environmental Review Evaluates Phase I ESA findings, contamination risk, regulatory compliance, remediation cost estimation, vapor intrusion risk
Legal & Title Review Analyzes title commitment, searches for exceptions and encumbrances, easement review, lien detection, deed restriction analysis
Tenant Credit Evaluates tenant creditworthiness, income concentration risk, lease rollover exposure, credit scoring, Section 8/subsidized housing analysis

Underwriting (3 skills)

Skill What It Does
Financial Model Builder Builds a complete 5-year pro forma — GPI, vacancy, EGI, OpEx, NOI, debt service, cash flow, reversion, and return metrics (IRR, equity multiple, CoC)
Scenario Analyst Runs 27 sensitivity scenarios across rent growth, vacancy, and exit cap rate — stress-tests the deal under adverse conditions
IC Memo Writer Synthesizes all analysis into a structured investment committee memorandum with executive summary, financials, risk factors, and go/no-go recommendation

Financing (3 skills)

Skill What It Does
Lender Outreach Maps deal profile to lender criteria across Agency, CMBS, Life Companies, Banks, and Bridge sources — identifies which lenders to approach and why
Quote Comparator Normalizes and scores multiple lender quotes on a common basis using a weighted comparison matrix — identifies the best financing option
Term Sheet Builder Assembles a complete term sheet, identifies negotiation leverage points, flags non-standard terms, and models rate lock scenarios

Legal (6 skills)

Skill What It Does
PSA Reviewer Reviews Purchase & Sale Agreement clause by clause — contingencies, representations, earnest money, closing conditions, assignment rights
Title & Survey Reviewer Reviews title commitment and ALTA survey — boundary verification, easement impact, encroachment detection, flood zone, zoning compliance
Estoppel Tracker Manages estoppel certificate collection — tracks sent/received/outstanding, validates tenant-reported terms against rent roll, flags discrepancies
Loan Doc Reviewer Reviews loan documents from the selected lender — note, mortgage, guaranty, environmental indemnity, UCC filings, term sheet compliance
Insurance Coordinator Verifies insurance requirements from lender and PSA — property, liability, flood, windstorm, umbrella coverage, gap analysis
Transfer Doc Preparer Prepares transfer documentation — deed, bill of sale, assignment of leases, FIRPTA certificate, transfer tax calculations, entity verification

Closing (2 skills)

Skill What It Does
Closing Coordinator Manages the closing checklist across all workstreams — verifies conditions precedent, tracks outstanding items, performs readiness assessment
Funds Flow Manager Prepares the funds flow memo — purchase price allocation, prorations, lender disbursement, escrow holdbacks, wire instructions, closing costs

Document Ingestion (4 skills)

Skill What It Does
Document Classifier Classifies incoming deal documents by type (rent roll, T-12, offering memo, etc.) and identifies what data can be extracted from each
Rent Roll Parser Extracts structured data from rent roll files — unit numbers, tenant names, lease dates, rents, deposits, status
Financials Parser Extracts T-12 operating statements — income line items, expense categories, month-over-month trends
Offering Memo Parser Extracts property details, investment highlights, financial projections, and market data from offering memoranda

Industrial v1 (8 skills)

Skill What It Does
Industrial Market Study Evaluates a U.S. industrial submarket, competing inventory, logistics positioning, and release depth
Industrial Lease Roster Analyst Measures WALT, concentration, rollover exposure, reimbursement structure, and release risk from an industrial roster
Industrial Lease Abstract Reviewer Abstracts industrial lease economics, repair obligations, options, transfer rights, estoppel, and SNDA items
Industrial Tenant Credit Analyst Evaluates tenant durability, concentration, facility dependence, and release risk
Industrial Physical Inspection Assesses condition, functionality, power, fire-life-safety, and capital needs for industrial assets
Industrial Underwriting Model Builder Builds a lease-driven industrial acquisition model that incorporates rollover, downtime, TI, and LC
Industrial Financing Fit Matches industrial deals to bank, life company, CMBS, bridge, or SBA owner-user executions
Industrial IC Memo Writer Synthesizes industrial diligence into an investment-committee-ready recommendation

Brokerage Investment Sales v1 (8 skills)

Skill What It Does
Assignment Intake Manager Launches a seller-side assignment by organizing authority, seller goals, missing data, and process readiness
Broker Opinion of Value Builder Produces a seller-side pricing opinion with valuation framing, range logic, and broker disclaimer language
Listing Proposal Builder Drafts a seller-facing listing proposal with positioning, process, timeline, and scope framing
Offering Memorandum and Teaser Writer Drafts buyer-facing teaser and OM / CIM structure for a controlled investment sales process
Buyer Process and Data Room Manager Designs confidentiality, buyer qualification, data-room access, tours, and Q&A workflow
Call for Offers and Bid Leveling Analyst Compares bids, normalizes certainty, and recommends leveling, BAFO, or backup strategy
Deal Term Negotiation Brief Builder Organizes seller priorities, give / get issues, and business-term negotiation posture
PSA to Close Transaction Coordinator Coordinates milestone tracking, open issues, and seller-side execution from signed deal to close

Asset Management v1 (9 skills)

Skill What It Does
Annual Operating Budget Builder Builds next-year operating budget from T-12 actuals, rent roll, and market assumptions with NOI / NCF split per Fannie Form 4660 convention
Monthly Variance Analyst Monthly and YTD variance analysis classifying each line item as Timing, Permanent, or One-Time with LP-ready commentary
Rent Collection & Delinquency Manager A/R aging analysis, split-aging decision rule, state-specific eviction timelines, bad-debt reserve, and tenant-level collection actions
Renewal Decision Analyst Per-lease retain-vs-replace economics comparing retention cost to turnover cost, with rent-bump elasticity guidance
Lease-Up & Concessions Analyst Lease-up velocity tracking, concession burn-off mechanics, effective-vs-face rent reconciliation, and stabilization-date reforecasting
CapEx & Value-Add Execution Tracker Capex program tracking vs budget, rent-premium realization %, yield-on-cost, and named failure-mode analysis
NOI Improvement Analyst Prioritized NOI lever library scored by Impact × Difficulty × Time-to-Realize across ancillary income, OpEx reduction, tax appeal, RUBS, and insurance shopping
Hold/Sell/Refi Analyst Four-scenario comparison (Hold / Refi+Hold / Sell-Current / Sell-Stabilized) with IRR-to-date, remaining-IRR projection, and disposition handoff to broker
Quarterly Asset Review Writer Composite flagship skill — synthesizes all eight prior AM skills into a publication-ready QAR memo for IC, LP, or internal asset committee

Knowledge Bases

Fifteen reference files containing formulas, benchmarks, criteria, and checklists. Five belong to the original multifamily-first release, three extend the repo for Industrial v1, four extend it for Brokerage Investment Sales v1, and three extend it again for Asset Management v1.

Knowledge Base What It Contains Used By
Underwriting Calculations Every CRE financial formula — GPI, EGI, NOI, DSCR, LTV, Cap Rate, IRR, Equity Multiple, Cash-on-Cash, Debt Yield, loan amortization, and more Financial Model Builder, Scenario Analyst, Quote Comparator, Rent Roll Analyst
Risk Scoring Framework 9-category risk scoring system (0-100 scale) covering ownership, physical, environmental, market, financial, tenant, legal, capital markets, and operational risk All Due Diligence skills, IC Memo Writer
Multifamily Benchmarks Institutional-quality benchmarks — operating expenses by property class (A/B/C) and region, occupancy standards, rent growth, CapEx reserves, management fees, turnover costs OpEx Analyst, Financial Model Builder, Market Study, Rent Roll Analyst
Lender Criteria Full spectrum of multifamily lending sources — Agency (Fannie/Freddie), CMBS, Life Companies, Banks, Bridge/Mezzanine — with eligibility, loan parameters, rate structures, and prepayment terms Lender Outreach, Quote Comparator, Term Sheet Builder
Legal Checklist Legal compliance requirements across the acquisition lifecycle — PSA review items, title requirements, survey standards, environmental compliance, entity formation, transfer documentation All Legal skills, Closing Coordinator
Industrial Benchmarks U.S. industrial market, building-function, lease-risk, and underwriting guardrails by subtype Industrial Market Study, Physical Inspection, Underwriting, IC Memo
Industrial Lease Structures U.S. industrial lease structures, reimbursements, repairs, assignment, estoppel, and SNDA issue spotting Industrial Lease Roster, Lease Abstract, Underwriting
Industrial Lender Criteria U.S. lender-fit guidance for industrial deals across banks, life companies, CMBS, bridge, and SBA owner-user cases Industrial Financing Fit, Underwriting, IC Memo
Brokerage Investment Sales Process Seller-side sequence from assignment intake through close Assignment Intake, Listing Proposal, Closing Coordination
Broker Opinion of Value Guidance BOV boundaries, method selection, disclaimer logic, and state-law caution BOV Builder, Listing Proposal
Marketing Confidentiality and Buyer Process Teaser / OM release, confidentiality, registration, vetting, data room, tours, and Q&A OM / Teaser Writer, Buyer Process Manager
Offer Negotiation and Closing Playbook Bid comparison, BAFO logic, seller-side negotiation framing, and PSA-to-close coordination Bid Leveling, Negotiation Brief, PSA-to-Close
Asset Management Benchmarks Operational benchmarks for variance materiality, A/R reserves, turnover costs, unit-turn capex, concession norms by market, bad-debt, absorption, ancillary income lift, and rent-premium realization Budget Builder, Variance Analyst, Collections Manager, Lease-Up Analyst, CapEx Tracker, NOI Improvement
Renewal Economics Retain-vs-replace framework, turnover cost components, rent-bump elasticity curve, tenant A/B/C tiering, hold-period analytics, refinance DSCR/LTV gates, and four-scenario disposition framework Renewal Analyst, CapEx Tracker, Hold/Sell/Refi Analyst
Asset Management Reporting Standards 10-section QAR template, LP report cadence, 12-KPI mandatory dashboard, T-3 vs T-12 bridging conventions, variance-classification taxonomy, and commentary-to-table ratios Variance Analyst, Quarterly Asset Review Writer

How to use knowledge bases: Load the knowledge base alongside the skill you're using. For example, when using the Financial Model Builder skill, also load Underwriting Calculations for formula definitions and Multifamily Benchmarks for expense assumptions. The Claude Code plugins bundle relevant knowledge bases automatically.

Companion Research Notes

Industrial v1 includes 11 research notes under research/industrial/ plus research/industrial/INDEX.md. Brokerage Investment Sales v1 adds 12 more research notes under research/brokerage/ plus research/brokerage/INDEX.md. Asset Management v1 adds 10 more research files under research/asset-management/ — 1 shared taxonomy seed, 9 skill-backing notes with 168+ cited sources, and research/asset-management/INDEX.md.


How Skills Are Structured

Every skill follows the same format:

Section What It Contains
When to Use This Skill Practical triggers — when should you reach for this?
What You'll Need to Provide Plain-English list of required inputs
Mission What the skill does in one paragraph
Strategy Step-by-step analysis process with all formulas, thresholds, and domain logic
Output Format Structured output template (JSON or Markdown)
Quality Checks Self-validation rules — numeric sanity, cross-references, threshold comparisons
Red Flags & Dealbreakers What to immediately escalate
When Data is Missing How to handle gaps — use benchmarks, note assumptions, continue
Confidence Scoring How to rate the reliability of the analysis
Related Knowledge Bases Which companion files enhance this skill

New sector and role-based packs may also include companion research notes that document the source basis for new benchmarks, process guidance, and assumptions.


Project Structure

cre-agent-skills/
├── README.md                              # This file
├── LICENSE                                # Apache 2.0
├── NOTICE                                # Attribution notice
│
├── skills/                                # 25 standalone skill files
│   ├── due-diligence/                     #   7 property analysis skills
│   │   ├── rent-roll-analyst.md
│   │   ├── opex-analyst.md
│   │   ├── market-study.md
│   │   ├── physical-inspection.md
│   │   ├── environmental-review.md
│   │   ├── legal-title-review.md
│   │   └── tenant-credit.md
│   ├── underwriting/                      #   3 financial modeling skills
│   │   ├── financial-model-builder.md
│   │   ├── scenario-analyst.md
│   │   └── ic-memo-writer.md
│   ├── financing/                         #   3 debt sourcing skills
│   │   ├── lender-outreach.md
│   │   ├── quote-comparator.md
│   │   └── term-sheet-builder.md
│   ├── legal/                             #   6 legal review skills
│   │   ├── psa-reviewer.md
│   │   ├── title-survey-reviewer.md
│   │   ├── estoppel-tracker.md
│   │   ├── loan-doc-reviewer.md
│   │   ├── insurance-coordinator.md
│   │   └── transfer-doc-preparer.md
│   ├── closing/                           #   2 transaction completion skills
│   │   ├── closing-coordinator.md
│   │   └── funds-flow-manager.md
│   └── document-ingestion/                #   4 document parsing skills
│       ├── document-classifier.md
│       ├── rent-roll-parser.md
│       ├── financials-parser.md
│       └── offering-memo-parser.md
│   └── industrial/                        #   8 industrial v1 skills
│       ├── industrial-market-study.md
│       ├── industrial-lease-roster-analyst.md
│       └── ...
│   └── brokerage/                        #   8 brokerage investment sales v1 skills
│       ├── assignment-intake-manager.md
│       ├── broker-opinion-of-value-builder.md
│       └── ...
│
├── knowledge/                             # 15 domain knowledge reference files
│   ├── underwriting-calc.md               #   Every CRE financial formula
│   ├── risk-scoring.md                    #   9-category risk scoring framework
│   ├── multifamily-benchmarks.md          #   Industry benchmarks by class/region
│   ├── lender-criteria.md                 #   Lender qualification criteria
│   └── legal-checklist.md                 #   Legal compliance checklists
│   ├── industrial-benchmarks.md           #   Industrial subtype and leasing benchmarks
│   ├── industrial-lease-structures.md     #   Industrial lease structure guidance
│   └── industrial-lender-criteria.md      #   Industrial financing fit guidance
│   ├── brokerage-investment-sales-process.md
│   ├── broker-opinion-of-value-guidance.md
│   ├── marketing-confidentiality-and-buyer-process.md
│   └── offer-negotiation-and-closing-playbook.md
│
├── research/                              # 23 companion research notes across industrial and brokerage
│   └── industrial/
│   └── brokerage/
│
├── claude-code-plugins/                   # 9 ready-to-install Claude Code plugins
│   ├── cre-due-diligence/                 #   /cre-due-diligence → 7 skills + 3 KBs
│   │   ├── SKILL.md
│   │   ├── skills/
│   │   └── knowledge/
│   ├── cre-underwriting/                  #   /cre-underwriting → 3 skills + 2 KBs
│   │   ├── SKILL.md
│   │   ├── skills/
│   │   └── knowledge/
│   ├── cre-financing/                     #   /cre-financing → 3 skills + 2 KBs
│   │   ├── SKILL.md
│   │   ├── skills/
│   │   └── knowledge/
│   ├── cre-legal/                         #   /cre-legal → 6 skills + 1 KB
│   │   ├── SKILL.md
│   │   ├── skills/
│   │   └── knowledge/
│   ├── cre-closing/                       #   /cre-closing → 2 skills + 2 KBs
│   │   ├── SKILL.md
│   │   ├── skills/
│   │   └── knowledge/
│   └── cre-document-ingestion/            #   /cre-document-ingestion → 4 skills
│       ├── SKILL.md
│       └── skills/
│   └── cre-industrial/                    #   /cre-industrial → 8 skills + 3 KBs
│   └── cre-brokerage/                     #   /cre-brokerage → 8 skills + 4 KBs
│   └── cre-asset-management/              #   /cre-asset-management → 9 skills + 3 KBs
│
├── templates/
│   └── sample-inputs/                     # Example input data for testing
│       ├── deal-summary-template.md       #   Fill-in template for property details
│       ├── rent-roll-sample.csv           #   Sample rent roll (10 units)
│       └── t12-financials-sample.csv      #   Sample T-12 operating statement
│
└── docs/
    ├── HOW-TO-USE.md                      # Platform-specific setup instructions
    └── SKILL-INDEX.md                     # Quick reference with recommended combos

Example Usage

Example: Rent Roll Analysis

Step 1: Load skills/due-diligence/rent-roll-analyst.md into your AI tool (or use /cre-due-diligence in Claude Code)

Step 2: Optionally also load knowledge/multifamily-benchmarks.md for market benchmarks

Step 3: Provide your inputs:

Analyze this rent roll for Parkview Apartments, a 200-unit Class B multifamily at 1200 Park Avenue, Austin TX 78701.

[paste rent roll data — unit numbers, tenant names, lease dates, monthly rents, deposits, status]

Asking rents: Studio $1,050, 1BR $1,250, 2BR $1,550, 3BR $1,850

Step 4: Get back structured analysis — unit summary, occupancy metrics, loss-to-lease calculation, tenant concentration risks, anomalies, revenue projections, and confidence scoring.

Example: Full Deal Package Processing

/cre-document-ingestion I just received the deal package for Riverside Gardens.
Here are the files: [upload rent roll, T-12, offering memo]

# After classification and parsing:
/cre-due-diligence Analyze the rent roll data we just extracted
/cre-due-diligence Benchmark the T-12 expenses against Class B multifamily
/cre-underwriting Build a 5-year pro forma from the DD results
/cre-financing Which lenders should we approach for this deal?

Example: Industrial v1 Workflow

/cre-document-ingestion Classify this industrial deal package
/cre-industrial Analyze the market for this 180,000 SF shallow-bay asset
/cre-industrial Review the lease roster and rollover risk
/cre-industrial Build the underwriting view
/cre-industrial Write the IC memo

Example: Brokerage Investment Sales v1 Workflow

/cre-brokerage Run assignment intake for this suburban office listing
/cre-brokerage Build a broker opinion of value for this property
/cre-brokerage Draft the listing proposal and OM structure
/cre-brokerage Coordinate the buyer process and data room
/cre-brokerage Level the bids and recommend the next step

Example: Asset Management v1 Workflow

/cre-asset-management Build the 2027 operating budget from this T-12 and rent roll
/cre-asset-management Analyze the March YTD variance and classify each line
/cre-asset-management Run aging analysis on this rent roll and recommend collection actions
/cre-asset-management Which expiring leases should we push on renewal vs let walk
/cre-asset-management Track this month's value-add capex execution vs plan
/cre-asset-management Give me the prioritized NOI improvement lever list
/cre-asset-management Compare hold vs refi vs sell for this asset at year 3
/cre-asset-management Draft the Q1 Asset Review memo for the LP

Common Workflows

"I just got a new deal package"

  1. Document Classifier → identify what's in the package
  2. Rent Roll Parser + Financials Parser + Offering Memo Parser → extract structured data
  3. Rent Roll Analyst + OpEx Analyst → validate the numbers
  4. Financial Model Builder → build the pro forma

"I need to underwrite this deal fast"

  1. Rent Roll Analyst → revenue quality
  2. OpEx Analyst → expense validation
  3. Financial Model Builder → pro forma and returns
  4. Scenario Analyst → stress test

"We're ready to present to the investment committee"

  1. IC Memo Writer → synthesize everything into a structured memo (load all prior analysis outputs as context)

"We need to source debt"

  1. Lender Outreach → identify lenders
  2. Quote Comparator → compare received quotes
  3. Term Sheet Builder → finalize terms

"We're heading into closing"

  1. PSA Reviewer → review the purchase agreement
  2. Title & Survey Reviewer → clear title issues

"I'm building next year's budget"

  1. Annual Operating Budget Builder → line-by-line budget from T-12 + rent roll + market benchmarks
  2. Monthly Variance Analyst → once actuals arrive, classify each variance as Timing / Permanent / One-Time

"I need to write a quarterly LP report"

  1. Run the upstream skills first (Budget Builder / Variance Analyst / Collections Manager / CapEx Tracker / NOI Improvement as needed)
  2. Quarterly Asset Review Writer → synthesize everything into the 10-section QAR memo with the mandatory KPI dashboard

"Should I hold, refinance, or sell?"

  1. Hold/Sell/Refi Analyst → IRR-to-date, remaining-IRR projection, and a four-scenario comparison (Hold / Refi+Hold / Sell-Current / Sell-Stabilized)
  2. If sell wins, pass the disposition_handoff block into the Broker Opinion of Value Builder in the Brokerage pack
  3. Estoppel Tracker → manage tenant estoppels
  4. Loan Doc Reviewer → review loan docs
  5. Insurance Coordinator → verify coverage
  6. Transfer Doc Preparer → prepare transfer docs
  7. Closing Coordinator → manage the checklist
  8. Funds Flow Manager → prepare settlement statement

"I need a U.S. industrial acquisition workflow"

  1. Document Classifier → inventory incoming files
  2. Industrial Market Study → evaluate the submarket and building fit
  3. Industrial Lease Roster Analyst → measure WALT, concentration, and rollover
  4. Industrial Lease Abstract Reviewer → abstract reimbursements, repairs, options, and transfer rights
  5. Industrial Physical Inspection → assess condition and competitiveness
  6. Industrial Underwriting Model Builder → build the lease-driven base case
  7. Industrial Financing Fit → identify likely lender lanes
  8. Industrial IC Memo Writer → summarize the investment case

"I need a seller-side investment sales workflow"

  1. Assignment Intake Manager → organize authority, seller goals, and missing data
  2. Broker Opinion of Value Builder → build the pricing recommendation
  3. Listing Proposal Builder → prepare the seller-facing proposal
  4. Offering Memorandum and Teaser Writer → create the buyer-facing marketing package
  5. Buyer Process and Data Room Manager → control confidentiality, buyer vetting, tours, and Q&A
  6. Call for Offers and Bid Leveling Analyst → compare bids and recommend leveling or BAFO
  7. Deal Term Negotiation Brief Builder → frame the seller-side negotiation posture
  8. PSA to Close Transaction Coordinator → coordinate the deal through closing

FAQ

Do I need API keys to use these skills?

No. These are plain Markdown files. You load them into whatever AI tool you already use. There are no API calls, no external services, no dependencies.

Can I use just one skill without installing everything?

Yes. Every skill file in the skills/ directory is completely self-contained. Open the file, copy the content, paste it into your AI tool. You don't need the full repo.

What's the difference between skills/ and claude-code-plugins/?

The skills/ directory contains individual .md files — one per analysis task. Use these when you want a single skill in any AI platform.

The claude-code-plugins/ directory packages those same skills into department-level bundles for Claude Code, with a SKILL.md entry point that adds slash command support, automatic routing, and bundled knowledge bases. Use these if you're working in Claude Code and want the full department toolkit.

How do the Claude Code plugins know which skill to use?

Each plugin's SKILL.md file contains a routing table. When you invoke /cre-due-diligence Analyze this rent roll, Claude reads the routing table, identifies that rent roll analysis maps to skills/rent-roll-analyst.md, loads that file, and follows its instructions. You don't need to know the individual skill file names.

Can I modify the skills?

Yes. Apache 2.0 license — you can modify, extend, and redistribute. Fork the repo, adapt the skills to your firm's specific investment criteria, thresholds, or analysis standards. Just keep the attribution.

How do these relate to the CRE Acquisition Orchestrator?

The CRE Acquisition Orchestrator is the full multi-agent pipeline — 31 agents with orchestration logic, phase dependencies, checkpoint/resume, JSON schema data contracts, and a real-time dashboard. It's the "enterprise system" that runs all these skills together in an automated pipeline.

This repo extracts those same agents into standalone skills you can use individually. All orchestration-specific code (checkpoints, logging protocols, pipeline data contracts) has been stripped. All domain expertise (formulas, thresholds, analysis logic, benchmarks) has been preserved.

Can I use these for property types other than multifamily?

Yes. The original repo was optimized for multifamily acquisitions, and those skills remain intact. As of v1.1.0, the repo also includes Industrial v1 for U.S. industrial acquisitions. As of v1.2.0, it also includes Brokerage Investment Sales v1 for U.S. seller-side commercial investment sales process work. Other property types like office, retail, and self-storage are not yet full first-class property packs, though many shared and brokerage workflows transfer.


Want the Full Pipeline?

These skills are extracted from the CRE Acquisition Orchestrator — a 31-agent multi-agent system that runs all of these skills together with:

  • Hierarchical orchestration — master → phase → specialist agents
  • Phase dependencies and parallel execution — Legal starts at DD 80%
  • JSON Schema data contracts — every handoff validated at runtime
  • 3-tier checkpoint/resume — nothing lost on interruption
  • Real-time 9-tab React dashboard — live pipeline visualization
  • Deterministic simulation engine — no API keys needed to demo
  • Investment committee memo generation — automated go/no-go verdict

If you want individual tools, you're in the right place. If you want the full automated pipeline, check out the orchestrator.


Who Is This For?

  • CRE analysts and associates who want AI-assisted due diligence, underwriting, or legal review for specific tasks
  • Acquisition teams that want to enhance specific parts of their workflow without adopting a full system
  • Proptech developers looking for domain-specific prompt engineering patterns for CRE
  • AI engineers who want to see how deep domain expertise translates into structured AI skill files
  • Anyone learning CRE — these skills encode institutional-quality analysis frameworks that serve as educational references

Author

Avi Hacker, J.D. — AI Consulting for Commercial Real Estate

I work with CRE firms to build AI systems that transform their acquisition and underwriting workflows. These skills encode the same domain expertise I use with clients, open-sourced so the whole industry can build on them.

If you're building something in this space or want to talk about how AI can transform CRE workflows, reach out.


License

Apache 2.0 — Use freely, attribution required. See NOTICE for details.