Skills
.Work. You
Rest

portfolio-allocator

Community

Portfolio-level CRE allocation and risk management.

Finance & Accounting#portfolio#stress-testing#risk#concentration#allocation#rebalancing#cre
Authormariourquia
Version1.0.0
Installs0

System Documentation

What problem does it solve?

The Portfolio Allocator solves the challenge of managing CRE portfolios by measuring current allocations, identifying gaps against targets, and guiding disciplined, multi-year rebalancing to optimize risk-adjusted returns.

Core Features & Use Cases

  • Maps GAV and NOI across property type, geography (MSA/region), risk profile, and vintage year.
  • Performs gap analysis and proposes a multi-year rebalancing plan with transaction-cost budgeting.
  • Produces concentration dashboards and stress-test scenarios to assess tenant, geographic, and structural risk.

Quick Start

Provide your portfolio data and run the allocator to generate a multi-year rebalancing plan.

Dependency Matrix

Required Modules

None required

Components

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: portfolio-allocator
Download link: https://github.com/mariourquia/cre-skills-plugin/archive/main.zip#portfolio-allocator

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.