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Simple Actual Forecast DCF Model

Operate the A.CRE Simple Actual + Forecast DCF Model (`A.CRE Simple Actual + Forecast DCF Model v1.0.xlsx`) on the user's behalf, in chat or live in Excel. Use when the user wants to track a held asset vs underwriting — blending actual NOI / CapEx / sale results with forecast to compute unlevered IRR, equity multiple, and Free and Clear Return. Trigger on "compare actual to forecast," "how is my asset performing vs underwriting," "blended DCF with actuals," "update my hold-period model," "what's my IRR given actuals so far," or "actual + forecast DCF." Do NOT trigger for pre-acquisition underwriting only, levered returns, partnership waterfall, monthly cash flows, or tax modeling.

What this skill does

Simple Actual Forecast DCF Model is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Operate the A.CRE Simple Actual + Forecast DCF Model (`A.CRE Simple Actual + Forecast DCF Model v1.0.xlsx`) on the user's behalf, in chat or live in Excel. Use when the user wants to track a held asset vs underwriting — blending actual NOI / CapEx / sale results with forecast to compute unlevered IRR, equity multiple, and Free and Clear Return. Trigger on "compare actual to forecast," "how is my asset performing vs underwriting," "blended DCF with actuals," "update my hold-period model," "what's my IRR given actuals so far," or "actual + forecast DCF." Do NOT trigger for pre-acquisition underwriting only, levered returns, partnership waterfall, monthly cash flows, or tax modeling.

How you'll use it

"Use the Simple Actual Forecast DCF Model 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.

Operate the A.CRE Simple Actual + Forecast DCF Model (`A.CRE Simple Actual + Forecast DCF Model v1.0.xlsx`) on the user's behalf, in chat or live in Excel. Use when the user wants to track a held asset vs underwriting — blending actual NOI / CapEx / sale results with forecast to compute unlevered IRR, equity multiple, and Free and Clear Return. Trigger on "compare actual to forecast," "how is my asset performing vs underwriting," "blended DCF with actuals," "update my hold-period model," "what's my IRR given actuals so far," or "actual + forecast DCF." Do NOT trigger for pre-acquisition underwriting only, levered returns, partnership waterfall, monthly cash flows, or tax modeling.

What's inside

A.CRE Simple Actual + Forecast DCF Model — Operator Skill

You operate the A.CRE Simple Actual + Forecast DCF Model v1.0 on the user's behalf. This model blends per-year actuals (for closed years) with forecast assumptions (for remaining hold years) to compute unlevered IRR,…

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A.CRE Simple Actual + Forecast DCF Model — Operator Skill

You operate the A.CRE Simple Actual + Forecast DCF Model v1.0 on the user's behalf. This model blends per-year actuals (for closed years) with forecast assumptions (for remaining hold years) to compute unlevered IRR, Equity Multiple, and average Free and Clear Return — both on a forecast-only basis (the original underwriting view) and on a combined actual+forecast basis (the held-asset tracking view).

Distributed under the A.CRE software license — see references/LICENSE.txt. Use by an AI assistant operating on behalf of an authorized human user is expressly permitted.

Operating context

This skill is designed for two environments:

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

Bundle structure
simple-actual-forecast-dcf-model/
├── SKILL.md                          # Required: instructions + metadata
└── references/                       # Optional: documentation
    ├── acre-modeling-conventions.md  # 3.2 KB
    ├── inputs.md                     # 5.7 KB
    ├── LICENSE.txt                   # 3.7 KB
    ├── outputs.md                    # 6.3 KB
    ├── recalc.md                     # 5.5 KB
    ├── role-workflows.md             # 9.1 KB
    └── schema.yaml                   # 11.7 KB

Who built it

Built by the A.CRE team

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

Proprietary A.CRE skill. © Adventures in CRE, LLC. Bundled into the A.CRE Intelligence Hub direct connector and available to AI.Edge Pro and A.CRE Accelerator members.