capital-projects-development

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`).

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.

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.

Synthesizes outputs from loan-sizing-engine, mezz-pref-structurer, and JV waterfall to determine the optimal capital mix for a CRE deal. Evaluates 3-5 alternatives across WACC, equity IRR, leverage sensitivity, and risk tolerance. Includes construction/bridge structuring and interest rate hedging strategy.

Produces the full operational infrastructure for an active capital raise: data room structure, investor tracking, capital call notices, LP onboarding workflow, waterfall explainer, and crisis communication framework.

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.