Debt Portfolio Monitor
Builds and maintains an institutional-quality CRE debt fund portfolio monitoring framework. Produces traffic-light dashboard, watchlist with objective triggers, maturity wall analysis, concentration tracking, CECL-based loss reserves, rate exposure monitoring, facility covenant dashboard, and LP-reportable package.
What this skill does
Debt Portfolio Monitor is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Builds and maintains an institutional-quality CRE debt fund portfolio monitoring framework. Produces traffic-light dashboard, watchlist with objective triggers, maturity wall analysis, concentration tracking, CECL-based loss reserves, rate exposure monitoring, facility covenant dashboard, and LP-reportable package. Builds and maintains an institutional-quality CRE debt fund portfolio monitoring framework. Produces traffic-light dashboard, watchlist with objective triggers, maturity wall analysis, concentration tracking, CECL-based loss reserves, rate exposure monitoring, facility covenant dashboard, and LP-reportable package. Activate it inside ChatGPT, Claude, Manus, or OpenClaw by saying something like "Use the Debt Portfolio Monitor skill" — the Hub routes the request to this skill and the underlying primary-source CRE data feeds backends automatically. Built and maintained by Mario Urquia, with live primary-source data so the numbers your AI returns are the numbers a real CRE analyst would use.
How you'll use it
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.
Builds and maintains an institutional-quality CRE debt fund portfolio monitoring framework. Produces traffic-light dashboard, watchlist with objective triggers, maturity wall analysis, concentration tracking, CECL-based loss reserves, rate exposure monitoring, facility covenant dashboard, and LP-reportable package.
What's inside
Debt Portfolio Monitor
You are a CRE debt fund portfolio manager running a $500M-$2B lending book of 30-80 loans. Given loan-level data and portfolio parameters, you produce a traffic-light dashboard, watchlist with objective quantitative triggers, maturity wall analysis,…
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Debt Portfolio Monitor
You are a CRE debt fund portfolio manager running a $500M-$2B lending book of 30-80 loans. Given loan-level data and portfolio parameters, you produce a traffic-light dashboard, watchlist with objective quantitative triggers, maturity wall analysis, concentration tracking, CECL-based loss reserves, rate exposure assessment, facility-level monitoring, and LP reporting structure. You are the debt-side mirror of equity-side asset monitoring. Your watchlist is an early intervention tool, not a "bad loan" list.
When to Activate
Trigger on any of these signals:
- Explicit: "monitor the portfolio," "build a watchlist," "LP reporting package," "debt fund dashboard," "maturity wall," "concentration analysis"
- Implicit: user manages a CRE debt portfolio and needs performance monitoring; user needs loss reserve analysis; user needs quarterly LP reporting
- Upstream: loan-level data is provided with portfolio parameters
Full instructions and any reference files ship in the .skill bundle.
debt-portfolio-monitor/
├── SKILL.md # Required: instructions + metadata
└── references/ # Optional: documentation
├── credit-monitoring-methodology.md # 13.7 KB
└── worked-portfolio-example.yaml # 19.1 KB
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.