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quarterly-investor-update

Community

Auto-generates LP-ready CRE quarterly updates.

Finance & Accounting#distributions#portfolio-management#NAV#NOI#cre#investor-update
Authormariourquia
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill addresses the time-consuming, error-prone process of compiling quarterly investor letters for CRE portfolios by turning raw performance data into a coherent, LP-ready update.

Core Features & Use Cases

  • Portfolio-level and deal-level updates with NAV, NOI, distributions, and at-a-glance performance attribution.
  • Automated market commentary tailored to submarkets and asset-level drivers.
  • Appendix-ready outputs that align with LP reporting standards (NAV methodology, cap rate sensitivity, and distribution reconciliations).

Quick Start

To generate an investor update for a given quarter, provide portfolio data and let the system compile the letter.

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: quarterly-investor-update
Download link: https://github.com/mariourquia/cre-skills-plugin/archive/main.zip#quarterly-investor-update

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