partnership-allocation-engine
CommunityModel 704(b) tax allocations with precision.
Finance & Accounting#waterfall#real-estate#partnership#tax-allocations#704b#capital-accounts#ubit-udfi
Authormariourquia
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Structures and models Section 704(b) tax allocations for CRE partnerships, maintaining capital accounts and ensuring alignment with the underlying economic arrangement across formation, operation, and disposition.
Core Features & Use Cases
- Models and tracks capital accounts through multiple stages, including depreciation and minimum gain chargeback.
- Applies 704(b) allocation rules, 704(c) considerations, and supports REIT compliance testing with optional REIT components.
- Provides a clear exit waterfall and tax vs. cash reconciliation for real estate joint ventures, including pensions and UBIT/UDFI analysis.
Quick Start
Provide the GP/LP capital inputs, waterfall terms, property economics, and hold period to generate coordinated tax and cash allocations for the JV.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: partnership-allocation-engine Download link: https://github.com/mariourquia/cre-skills-plugin/archive/main.zip#partnership-allocation-engine Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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