7 financial AI skills
CRE Pro Forma Underwriting Model
Real Estate Finance
Build a complete commercial real estate pro forma from T-12 financials and rent roll. Projects stabilized NOI, cap rate valuation, cash-on-cash return, IRR, and equity multiple across a 5–10 year hold period.
Offering Memorandum Red Flag Extractor
Real Estate Finance
Analyze a commercial real estate offering memorandum (OM) and extract critical red flags, inconsistencies, and questions for seller. Covers rent roll, expense analysis, capital expenditure history, and market positioning.
Cap Rate & Valuation Variance Analyzer
Real Estate Finance
Compare multiple CRE valuation approaches: cap rate, replacement cost, comparable sales, and DCF. Identify the range of value, explain cap rate compression/expansion drivers, and recommend pricing strategy.
Multifamily Acquisition Underwriting Model
Real Estate Finance
Underwrite a multifamily apartment acquisition. Project unit-level revenue, operating expenses, value-add renovation economics, debt service, and investor returns including IRR and equity multiple.
Real Estate Development Feasibility Analyzer
Real Estate Finance
Assess the financial feasibility of a real estate development project. Calculates total development costs, pro forma stabilized value, developer profit, development spread, and return on cost.
Mortgage Loan Pre-Qualification Narrative Writer
Real Estate Finance
Draft a residential or commercial mortgage pre-qualification narrative. Covers borrower income analysis, DTI calculation, credit tier, eligible loan programs, and approval likelihood assessment.
Real Estate 1031 Exchange Analyzer
Real Estate Finance
Calculate tax deferral under IRC Section 1031, identify like-kind exchange requirements, compute boot received, evaluate replacement property options, and draft a timeline for completing the exchange.