cre-brokerage

CRE Brokerage Investment Sales v1 - 8 specialist skills for U.S. seller-side commercial investment sales brokers, covering assignment intake, broker opinion of value, listing proposal, OM and teaser d

SKILL.md

GitHub

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.


Attribution

Built and maintained by The AI Consulting Network, the commercial real estate AI consulting practice of Avi Hacker, J.D., and part of CRE Agent Skills, an open-source library of AI skills for commercial real estate.

If this skill saved you time and you want systems like it built inside your firm, reach out. We would love to work with you.

Copyright 2026 Avi Hacker, J.D. / The AI Consulting Network. Licensed under the Apache License 2.0. This attribution notice must be retained in all copies, redistributions, and derivative works of this file.