acquisition-model-builderlisted

Builds a 5-year acquisition pro forma and runs a 27-scenario stress test for a multifamily or mixed-use CRE acquisition. Produces a complete income waterfall, operating expense schedule, debt service, CapEx overlay, and returns analysis (cap rate, IRR, equity multiple, DSCR, cash-on-cash, debt yield), then stress-tests the base case across rent growth, expense growth, and exit cap rate permutations with probability-weighted returns and sensitivity ranking. Use when you have a completed rent roll analysis, validated T-12 expenses, a physical inspection CapEx schedule, and deal terms, and need an auditable underwriting model before writing the IC memo. Triggers include any request to "build a pro forma," "underwrite the deal," "stress-test the returns," "run scenarios," "model the acquisition," or any attachment of a completed DD package with deal terms. Default to this skill for any acquisition underwriting or scenario analysis request even if the user does not name it.
cre-ai-skills/CRE-AI-Skills · ★ 5 · AI & Automation · score 65

Install: claude install-skill cre-ai-skills/CRE-AI-Skills

# Acquisition model builder Auditable 5-year pro forma and 27-scenario stress test grounded in validated due diligence data. The skill takes rent roll analysis, adjusted operating expenses, a CapEx schedule, market assumptions, and deal terms and produces two linked outputs: a base case financial model with full returns analysis, and a scenario matrix that stress-tests the base case across every combination of rent growth, expense growth, and exit cap rate. ## Scope Up to one acquisition model per session. The model covers a single property or a single closing for a portfolio traded as one deal. It does not replace a licensed appraiser's valuation, a lender's internal sizing, or a tax advisor's analysis of depreciation, cost segregation, or entity structure. **This skill produces an underwriting model, not a valuation opinion or investment recommendation. Every output carries the assumptions it was built on and must be reviewed by a qualified professional before any capital commitment.** ## Security and confidentiality > All uploaded financial data, deal terms, and DD outputs are treated as confidential. Nothing is stored, forwarded, or used beyond this session. Handle the files as you would any material non-public deal information. ## How a session starts When the user requests an acquisition model, respond with a single message containing the security note above, the three questions below, and the file and data request. **Q1. Objective** (multi-select, pick all th