Agent Skills

Market Analysis

Analyzes comparable properties, market trends, and pricing dynamics from ingested data feeds. Produces structured market reports with confidence scoring and actionable recommendations for the Windfield team.

Example Interaction

skill.run("market-analysis", {
  address: "200 Peachtree NW",
  type: "office",
  sqft: 45000
})

Property Scoring

Evaluates commercial properties against a weighted 12-criterion model including location, financials, tenant quality, market position, zoning, environmental risk, and growth potential. Produces normalized scores for portfolio-wide comparison.

Steps

1. Ingest property data and normalize fields
2. Run each criterion through weighted scoring model
3. Calculate composite score (0-100)
4. Generate per-criterion breakdown with rationale
5. Rank against existing portfolio benchmarks

criteria: [location, financials, tenant,
  market, zoning, environmental, growth,
  infrastructure, demographics, competition,
  regulatory, liquidity]
weights: adaptive | model: v3.2

Competitive Intelligence

Monitors competitor listings, pricing strategies, and market positioning across target submarkets. Identifies new entrants, delisted properties, and pricing shifts that may impact Windfield portfolio strategy.

Example Interaction

Due Diligence Review

Scans transaction documents, leases, environmental reports, and title records to flag potential risks. Generates a structured risk report with severity ratings and recommended follow-up actions for the deal team.

Steps

1. Ingest and parse all deal documents
2. Extract key terms, dates, and obligations
3. Cross-reference against risk taxonomy
4. Flag items with severity (low/medium/high/critical)
5. Generate actionable risk summary with recommendations

Trend Detection

Identifies emerging patterns across vacancy rates, rental prices, absorption metrics, and construction pipeline data. Uses statistical models to distinguish signal from noise and assigns confidence intervals to each detected trend.

Example Interaction

signal.detect({
  market: "midtown-atlanta",
  sector: "industrial",
  window: "90d",
  min_confidence: 0.70
})

Portfolio Analysis

Evaluates portfolio-wide performance including occupancy, NOI, cap rate trends, and concentration risk. Recommends rebalancing actions based on target allocation models and current market conditions.

Steps

1. Aggregate performance data across all holdings
2. Calculate KPIs: occupancy, NOI, cap rate, DSCR
3. Assess concentration risk by geography and sector
4. Compare against target allocation model
5. Generate rebalancing recommendations

Risk Assessment

Quantifies deal risk across market, credit, operational, environmental, and regulatory dimensions. Produces a composite 1-10 risk score with per-category breakdowns and mitigation recommendations.

Example Interaction

risk.assess({
  deal_id: "marietta-warehouse-01",
  dimensions: ["market", "credit",
    "operational", "environmental",
    "regulatory"]
})

ROI Calculation

Projects investment returns using deal parameters including purchase price, financing terms, projected NOI, cap rate assumptions, and hold period. Runs base, optimistic, and pessimistic scenarios with sensitivity analysis.

Steps

1. Ingest deal parameters and financing structure
2. Model cash flows across hold period
3. Calculate IRR, cash-on-cash, equity multiple
4. Run 3-scenario sensitivity analysis
5. Output projection table with key metrics

roi.project({
  purchase: 12500000,
  noi: 875000,
  cap_rate: 0.07,
  hold_years: 7,
  scenarios: ["base", "bull", "bear"]
})

Client Briefing

Generates personalized market updates tailored to each client's portfolio, interests, and investment criteria. Pulls from the latest market intelligence, deal pipeline, and relevant signals to create context-rich briefing documents.

Example Interaction

Stakeholder Updates

Compiles weekly progress reports by aggregating deal activity, pipeline changes, team actions, and key metrics. Formats output for different stakeholder audiences -- executives get summaries, operators get details.

Steps

1. Aggregate activity logs from all agents and deals
2. Categorize updates by priority and audience
3. Generate executive summary (3-5 bullets)
4. Attach detailed appendix for operational teams
5. Route to appropriate distribution lists

Tour Scheduling

Coordinates property tours by matching prospect availability with team calendars and property access windows. Handles multi-party scheduling, sends confirmations, and prepares pre-tour briefing packets with property details.

Example Interaction

Report Formatting

Transforms raw analysis data into polished, presentation-ready reports with consistent branding, clear data tables, and executive summaries. Supports multiple output formats including PDF, HTML, and Markdown.

Steps

1. Receive raw data payload from analysis skills
2. Apply report template based on type (market, deal, portfolio)
3. Format tables, charts, and key metrics callouts
4. Apply Windfield brand styling and headers
5. Export to requested format(s)

report.format({
  source: "market-analysis-output",
  template: "quarterly-market",
  format: ["pdf", "html"],
  brand: "windfield-v2"
})

Data Visualization

Generates charts, heatmaps, and visual summaries from market data, portfolio metrics, and deal pipeline information. Produces brand-consistent visual assets ready for reports, dashboards, and presentations.

Example Interaction

Brand Voice Enforcement

Reviews all outgoing content against the Windfield brand voice guidelines. Checks tone, terminology, formatting conventions, and messaging consistency. Returns a compliance score with specific revision suggestions.

Steps

1. Receive content draft for review
2. Analyze against voice fingerprint model
3. Flag deviations in tone, jargon, or style
4. Generate revised version with corrections
5. Return compliance score (0-100) with changelog

voice.enforce({
  content: draft_text,
  profile: "windfield-professional",
  strictness: "high",
  auto_revise: true
})

Lead Routing

Assigns incoming qualified leads to the most appropriate agent or broker based on expertise, capacity, geographic coverage, and historical close rates. Ensures balanced workload distribution and fastest response times.

Example Interaction

lead.route({
  company: "Apex Capital",
  need: "industrial",
  size: "20000sf",
  location: "marietta",
  urgency: "standard"
})

Deal Tracking

Monitors all active deals across pipeline stages, tracking time-in-stage, next actions, and blockers. Automatically flags stalled opportunities when deals exceed expected stage duration and escalates to the responsible team member.

Steps

1. Scan all active deals in pipeline daily
2. Calculate time-in-stage vs. expected duration
3. Identify stalled deals (exceeding threshold by 2x)
4. Generate stall alerts with context and suggested actions
5. Escalate to deal owner and log in activity feed

deals.track({
  pipeline: "active",
  stall_threshold: "2x",
  alert_channels: ["slack", "email"],
  daily_summary: true
})