Capex Estimate Generation

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.

Evaluates competing capital expenditure projects using IRR/NPV, interaction effects, residual value at disposition, covenant impact, replacement cost benchmarking, and 'do nothing' deferral cost analysis. Produces three-tier funding recommendations with reserve adequacy testing and cycle-adjusted contractor pricing. Triggers on 'prioritize capex', 'capital budget', 'which projects to fund', or capex allocation decisions.

Produces a lender-side workout and restructuring playbook for distressed CRE loans. Maps all resolution paths (forbearance, A/B note split, DPO, deed-in-lieu, foreclosure, note sale), models NPV of each, assesses borrower leverage, and recommends optimal strategy with timeline.

Classifies work order urgency from free-text descriptions, assigns priority (P1-P4) with SLA deadlines, estimates cost, checks lease responsibility, and routes to the correct approval path.

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.

Validates vendor invoices against contract terms, scope of work, and market rates. Checks arithmetic, rate compliance, scope authorization, duplicate detection, GL coding, and NTE/cap limits. Assigns APPROVED, APPROVED WITH FLAGS, or HOLD FOR REVIEW verdict.

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.

Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions. Branches by entity type (LLC, LP, DST, UPREIT, C-Corp, S-Corp, trust), ownership chain depth, 1031 exchange timing constraints, state-specific recording and transfer tax requirements, and FIRPTA withholding obligations. Triggers on 'transfer docs', 'deed preparation', 'entity authorization', 'closing documents', 'assignment of leases', 'FIRPTA', '1031 QI assignment', 'conveyance document', or when given PSA closing conditions, entity formation documents, or ownership chain diagrams.

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.

Draft and negotiate CRE financing term sheets from lender quotes. Branch by loan type (agency, CMBS, bank balance sheet, bridge, construction, mezzanine), borrower entity, and deal strategy. Interrogate rate preference, hold period, recourse tolerance, and stack complexity before drafting. Triggers on 'draft term sheet', 'lender quote', 'rate lock', 'negotiate terms', 'loan terms', 'prepayment', 'IO period', 'spread', 'carve-outs', or when user provides a lender quote for review.

Generates comprehensive tenant retention strategies with per-tenant renewal probability scoring, retention NPV analysis, WALT impact quantification, DSCR covenant monitoring, competitive intelligence, game theory framing for multi-tenant dynamics, and blend-and-extend modeling. Includes backfill mode (lease-up war room) when retention fails. Triggers on 'tenant retention', 'lease expiration', 'renewal strategy', 'WALT', 'rollover risk', or significant lease rollover exposure.

Plans, budgets, and executes tenant appreciation events, seasonal programming, and community engagement for CRE properties. Supports API-driven vendor booking when MCP integrations are available. Triggers: tenant event, appreciation event, holiday party, tenant engagement, community event, property event planning, seasonal programming.