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Acquisition Handoff

Coordinates the handoff from deal close to an operating asset. Fires when Dealpath emits the deal-close event (Handoff 1 + Handoff 3 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives AppFolio property setup, Intacct legal-entity dimension setup, vendor master rationalization, opening rent roll load, PMA execution if third-party managed, lender reporting registration, and data-platform property_master_crosswalk row creation. Produces a handoff checklist with per-item status, verifies completion within the handoff-lag tolerance band, and surfaces blockers for gated approval. Writes back to master_data crosswalks via approval before the handoff is marked complete.

What this skill does

Acquisition Handoff is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Coordinates the handoff from deal close to an operating asset. Fires when Dealpath emits the deal-close event (Handoff 1 + Handoff 3 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives AppFolio property setup, Intacct legal-entity dimension setup, vendor master rationalization, opening rent roll load, PMA execution if third-party managed, lender reporting registration, and data-platform property_master_crosswalk row creation. Produces a handoff checklist with per-item status, verifies completion within the handoff-lag tolerance band, and surfaces blockers for gated approval. Writes back to master_data crosswalks via approval before the handoff is marked complete. Coordinates the handoff from deal close to an operating asset. Fires when Dealpath emits the deal-close event Handoff 1 + Handoff 3 in reference/connectors/ core/stack wave4/lifecycle handoffs.md .

How you'll use it

"Use the Acquisition Handoff skill"

Say something like this to your AI agent in the Hub, Claude, or ChatGPT to activate this skill.

Skill activation rules

Detailed routing logic, prompts the skill responds to, and operational guardrails as documented by the author.

Coordinates the handoff from deal close to an operating asset. Fires when Dealpath emits the deal-close event (Handoff 1 + Handoff 3 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives AppFolio property setup, Intacct legal-entity dimension setup, vendor master rationalization, opening rent roll load, PMA execution if third-party managed, lender reporting registration, and data-platform property_master_crosswalk row creation. Produces a handoff checklist with per-item status, verifies completion within the handoff-lag tolerance band, and surfaces blockers for gated approval. Writes back to master_data crosswalks via approval before the handoff is marked complete.

What's inside

Acquisition Handoff

Workflow purpose

Turn a closed Dealpath deal into a fully-operational asset with auditable handoff completion across AppFolio (operating), Intacct (financial), master data crosswalks (data platform), and the vendor master. The workflow does not itself…

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Acquisition Handoff

Workflow purpose

Turn a closed Dealpath deal into a fully-operational asset with auditable handoff completion across AppFolio (operating), Intacct (financial), master data crosswalks (data platform), and the vendor master. The workflow does not itself execute setup steps in vendor systems; it composes the handoff checklist, validates each item's completion against the source-of-truth matrix, and routes gated items through workflows/owner_approval_routing. Handoff is not complete until every item is within the tolerance band on reconciliation_tolerance_band.yaml and the asset_mgmt_director has signed off.

Trigger conditions

Full instructions and any reference files ship in the .skill bundle.

Bundle structure
acquisition-handoff/
└── SKILL.md          # Required: instructions + metadata

Who built it

With contributions from Avi Hacker.

How to run it

Not in the Hub? Download the .skill bundle above and follow the A.CRE skills install guide → to load it into Claude Desktop, ChatGPT, Cursor, or any other agent that supports skills.

Already in the Hub. If you're an AI.Edge Pro or A.CRE Accelerator member, this skill is bundled into the A.CRE Intelligence Hub direct connector (MCP server) — just ask your agent.

About this skill

Third-Party skill. This skill is redistributed under the Apache-2.0 license and is not authored or endorsed by Adventures in CRE. Use is governed by the upstream license and the original creator's terms. Original attribution: Mario Urquia (link) and contributors (Avi Hacker).