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manager-dd-real-estate

Generate a real estate fund due diligence memo from structured interview inputs.

2|Updated Feb 25, 2026
Search Tags:#artifact generation#capital allocation#real estate due diligence#fund manager memo#assumption capture#NOI modeling#sharepoint publishing
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill manager-dd-real-estate
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: manager-dd-real-estate
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/manager-dd-real-estate
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill manager-dd-real-estate

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

What problem does it solve?

Producing a real estate fund due diligence memo is time-consuming and requires consistent capture of assumptions like property type, geography, cap rate, leverage, and NOI growth.

Core Features & Use Cases

  • Structured due diligence interview: Collects the minimum inputs needed to personalize the memo for a prospective real estate fund.
  • Memo artifact generation: Produces a single markdown deliverable that organizes the captured inputs into a clear due diligence narrative.
  • Operational integrations (optional): Supports optional memory writes and optional publishing of the resulting artifact to external systems like SharePoint/Asana/Snowflake/Outlook/Gmail/Google Calendar via a Seren gateway.

Quick Start

Ask your agent to run the Real Estate Manager DD Memo skill and produce the due diligence memo for the target real estate fund using your provided assumptions.

Frequently Asked Questions about manager-dd-real-estate

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a real estate fund due diligence memo automatically?▼

To generate a real estate fund due diligence memo, the skill captures key assumptions like property type, geography, cap rate, leverage, and NOI growth through a structured interview, then renders a markdown deliverable organizing those inputs into a clear narrative.

What inputs are needed for real estate due diligence NOI modeling and assumption capture?▼

Real estate due diligence assumption capture requires predefined inputs including property type, geography, cap rate, leverage, and NOI growth, which are collected through a controlled interview over predefined fields to personalize the fund memo.

Can I publish due diligence artifacts to SharePoint or Snowflake after generation?▼

Yes, you can publish due diligence artifacts to external systems like SharePoint, Asana, Snowflake, Outlook, Gmail, or Google Calendar via a Seren gateway using redaction-safe handling after the memo is generated.

Does this real estate due diligence tool support family office capital allocation analysis?▼

Yes, this tool specifically supports family office review workflows including real estate allocation analysis, property fund memo drafting, and advisor-led due diligence interviews for prospective manager evaluation.

What format is the real estate fund due diligence memo output in?▼

The real estate fund due diligence memo outputs as a markdown deliverable alongside interview.json and manifest.json files, organizing captured assumptions into a structured due diligence narrative artifact.

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