market-cycle-positioner

Analyze CRE market cycles and generate Mueller-based buy/sell/hold recommendations.

43|13|Updated Mar 17, 2026
One-click install
npx skills add https://github.com/mariourquia/cre-skills-plugin --skill market-cycle-positioner
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: market-cycle-positioner
Source: https://github.com/mariourquia/cre-skills-plugin/tree/main/skills/market-cycle-positioner
Command: npx skills add https://github.com/mariourquia/cre-skills-plugin --skill market-cycle-positioner

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Analyzes CRE market cycles and delivers Mueller-based cycle positioning reports.

Core Features & Use Cases

  • Mueller cycle mapping across the four-clock quadrants (Recovery, Expansion, Hypersupply, Recession) for target markets and asset classes.
  • Integrated assessment of current fundamentals, supply indicators, and transaction activity to ground timing decisions.
  • Cap rate decomposition with forward scenarios to isolate drivers (rates, risk, growth, liquidity) driving valuations.
  • Cross-market comparisons and capital markets assessment to establish relative value and allocation.

Quick Start

Provide the required inputs (property_type, geographic_market, asset_class, investor_type, portfolio_position, investment_questions, treasury_10y_rate) to generate the market cycle positioning report.

Frequently Asked Questions about market-cycle-positioner

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

FAQPage Schema
How do I analyze a commercial real estate market cycle using the Mueller model?

The Skill generates three-horizon buy, sell, or hold recommendations by assessing current fundamentals, supply indicators, and transaction activity. This grounds your investment timing decisions in integrated market data.

What inputs do I need to generate a CRE market cycle positioning report?

Required inputs include property_type, geographic_market, asset_class, investor_type, portfolio_position, investment_questions, and treasury_10y_rate. Supplying these parameters yields an executive summary, Mueller quadrant placement, and strategic actions.

Can I decompose cap rates to isolate drivers of CRE valuations?

Yes, the Skill includes cross-market comparisons to establish relative value and allocation. It evaluates multiple MSAs and asset classes simultaneously to provide a comprehensive view of relative market positioning.

When should I avoid using a single-market CRE cycle analysis for portfolio allocation?

Avoid single-market analysis when building diversified portfolios, as cross-market comparisons are necessary to establish relative value. The Skill requires multiple geographic markets and asset classes to deliver comprehensive allocation assessments.