portfolio-allocator

Automate CRE portfolio allocation and concentration risk analysis with dashboards.

43|13|Updated Mar 17, 2026

Search Tags:#portfolio #stress-testing #risk #concentration #allocation #rebalancing #cre

Ready to run

npx skills add https://github.com/mariourquia/cre-skills-plugin --skill portfolio-allocator

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio-allocator
Source: https://github.com/mariourquia/cre-skills-plugin/tree/main/skills/portfolio-allocator
Command: npx skills add https://github.com/mariourquia/cre-skills-plugin --skill portfolio-allocator

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about portfolio-allocator

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

FAQPage Schema

How do I perform concentration risk analysis for a CRE portfolio?▼

Concentration risk analysis for a CRE portfolio measures exposure across property type, geography, tenant, and vintage year to identify structural vulnerabilities. The process maps GAV and NOI, then applies stress-test scenarios to assess geographic and tenant risk.

What is the best way to rebalance a commercial real estate portfolio against target allocations?▼

Rebalancing a commercial real estate portfolio against target allocations involves performing gap analysis and proposing a multi-year plan with transaction-cost budgeting. This disciplined approach optimizes risk-adjusted returns while maintaining portfolio guardrails.

Can I stress test multi-asset CRE holdings for tenant and geographic risk?▼

Yes, you can stress test multi-asset CRE holdings for tenant and geographic risk by applying scenario analyses to your current portfolio data. This produces concentration dashboards highlighting structural vulnerabilities across your properties and debt.

What data do I need to generate a multi-year CRE rebalancing plan?▼

Generating a multi-year CRE rebalancing plan requires input data for portfolio properties, debt, and tenants. Providing this data allows the allocator to output current allocation metrics, gap analyses, and actionable recommendations.

How do I map GAV and NOI across property types and MSAs in a real estate portfolio?▼

Mapping GAV and NOI across property types and MSAs in a real estate portfolio requires aggregating multi-asset holding data. The allocation process categorizes Gross Asset Value and Net Operating Income by geography, risk profile, and vintage year.

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