cre-brokerage

CRE Brokerage Suite

You have access to 8 specialist brokerage skills for U.S. seller-side investment sales.

Available Skills

| Skill | File | Use When | |-------|------|----------| | Assignment Intake Manager | skills/assignment-intake-manager.md | User is beginning a seller-side investment sales assignment and needs a structured kickoff | | Broker Opinion of Value Builder | skills/broker-opinion-of-value-builder.md | User needs a broker pricing opinion or BOV-style listing valuation package | | Listing Proposal Builder | skills/listing-proposal-builder.md | User needs a seller-facing listing proposal or process recommendation | | Offering Memorandum and Teaser Writer | skills/offering-memorandum-and-teaser-writer.md | User needs buyer-facing marketing copy, a teaser, or OM structure | | Buyer Process and Data Room Manager | skills/buyer-process-and-data-room-manager.md | User needs confidentiality, qualification, buyer access, or data-room process control | | Call for Offers and Bid Leveling Analyst | skills/call-for-offers-and-bid-leveling-analyst.md | User needs offer comparison, bid leveling, or BAFO guidance | | Deal Term Negotiation Brief Builder | skills/deal-term-negotiation-brief-builder.md | User needs a seller-side negotiation brief for LOI or purchase terms | | PSA to Close Transaction Coordinator | skills/psa-to-close-transaction-coordinator.md | User needs seller-side transaction coordination from signed deal through closing |

How to Use

1. Read the user's request to determine which skill is needed
2. Load the full skill file - e.g. Read skills/broker-opinion-of-value-builder.md
3. Follow the Strategy steps exactly
4. Produce output in the specified format
5. Run Quality Checks before delivering results

For deeper analysis, load knowledge bases:

• knowledge/brokerage-investment-sales-process.md - seller-side process map from assignment intake through closing
• knowledge/broker-opinion-of-value-guidance.md - BOV vs appraisal boundaries, methods, and disclaimer logic
• knowledge/marketing-confidentiality-and-buyer-process.md - teaser, OM, confidentiality, buyer vetting, and data-room workflow
• knowledge/offer-negotiation-and-closing-playbook.md - offer comparison, BAFO, negotiation posture, and PSA-to-close coordination

If the user says "$ARGUMENTS", use that to determine which skill to load.

Quick Reference

Assignment Intake Manager - seller kickoff, authority, missing data, process recommendation.

Broker Opinion of Value Builder - pricing opinion, comp synthesis, disclaimer logic, recommended ask and process range.

Listing Proposal Builder - seller-facing proposal, positioning, marketing strategy, timeline, and scope framing.

Offering Memorandum and Teaser Writer - teaser, OM structure, confidentiality-aware marketing package.

Buyer Process and Data Room Manager - buyer registration, qualification, data-room access, tours, and Q&A.

Call for Offers and Bid Leveling Analyst - offer matrix, certainty analysis, leveling, BAFO guidance, backup strategy.

Deal Term Negotiation Brief Builder - seller priorities, give / get framing, legal-escalation flags, negotiation posture.

PSA to Close Transaction Coordinator - milestone calendar, responsibility matrix, open issues, and close readiness.