Cre-agent-skills cre-document-ingestion

CRE Document Ingestion suite — 4 specialist skills for classifying and extracting structured data from deal documents including rent rolls, T-12 financials, and offering memoranda.

install

source · Clone the upstream repo

git clone https://github.com/ahacker-1/cre-agent-skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/ahacker-1/cre-agent-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/claude-code-plugins/cre-document-ingestion" ~/.claude/skills/ahacker-1-cre-agent-skills-cre-document-ingestion && rm -rf "$T"

manifest: claude-code-plugins/cre-document-ingestion/SKILL.md

source content

CRE Document Ingestion Suite

You have access to 4 specialist document processing skills for commercial real estate deal packages.

Available Skills

Skill	File	Use When
Document Classifier	`skills/document-classifier.md`	User provides one or more deal documents and needs them identified by type (rent roll, T-12, offering memo, lease, survey, etc.)
Rent Roll Parser	`skills/rent-roll-parser.md`	User provides a rent roll file and needs structured data extracted — unit numbers, tenants, lease dates, rents, deposits, status
Financials Parser	`skills/financials-parser.md`	User provides a T-12 or operating statement and needs structured extraction — income lines, expense categories, monthly trends
Offering Memo Parser	`skills/offering-memo-parser.md`	User provides an offering memorandum and needs key data extracted — property details, financial projections, market data, investment highlights

How to Use

If the user provides documents without specifying what they are, start with the Document Classifier
Once document types are identified, load the appropriate parser skill
Follow the Strategy steps in the loaded skill exactly
Produce structured output in the format specified by the skill
Run Quality Checks before delivering results

Recommended workflow for a full deal package:

```
Read skills/document-classifier.md
```
→ classify all documents
For each rent roll:
```
Read skills/rent-roll-parser.md
```
→ extract
For each T-12/financial:
```
Read skills/financials-parser.md
```
→ extract
For each offering memo:
```
Read skills/offering-memo-parser.md
```
→ extract

If the user says "$ARGUMENTS", use that to determine which skill to load.

Quick Reference

Document Classifier — Identifies: rent rolls, T-12/T-3 operating statements, offering memoranda, leases, title commitments, surveys, Phase I ESAs, appraisals, insurance certificates, tax returns, entity documents. Outputs: document type, confidence level, extractable data fields.

Rent Roll Parser — Extracts: unit number, unit type, square footage, tenant name, lease start/end, monthly rent, security deposit, unit status, move-in date, concessions. Validates: unit count completeness, rent reasonableness, date consistency.

Financials Parser — Extracts: income line items (rental income, vacancy loss, other income), expense categories (taxes, insurance, utilities, R&M, management, payroll, turnover, admin), monthly and annual totals. Calculates: per-unit metrics, expense ratios, year-over-year trends.

Offering Memo Parser — Extracts: property name/address, unit count/mix, year built, lot size, asking price, in-place NOI, pro forma NOI, cap rate, occupancy, market highlights, seller's financial projections, comparable sales, rent comps.