# Brokerage Investment Sales v1 Research Map

This directory contains the supporting research notes for the first broker expansion of `cre-agent-skills`.

## Purpose

- Provide source-backed support for new seller-side investment sales skills and knowledge bases
- Keep workflow steps, valuation boundaries, listing mechanics, confidentiality controls, and closing duties traceable
- Separate research detail from the prompt layer so the brokerage skills stay concise and usable

## Brokerage v1 Scope

- Geography: United States only
- Role: commercial real estate broker
- Lane: seller-side investment sales
- Workflow span: broker opinion of value through closing
- Out of scope: leasing-only, tenant representation, cold prospecting, CRM hygiene, and team operations

## Research Notes for Skills

1. [Assignment Intake Manager Research](assignment-intake-manager-research.md)
2. [Broker Opinion of Value Builder Research](broker-opinion-of-value-builder-research.md)
3. [Listing Proposal Builder Research](listing-proposal-builder-research.md)
4. [Offering Memorandum and Teaser Writer Research](offering-memorandum-and-teaser-writer-research.md)
5. [Buyer Process and Data Room Manager Research](buyer-process-and-data-room-manager-research.md)
6. [Call for Offers and Bid Leveling Analyst Research](call-for-offers-and-bid-leveling-analyst-research.md)
7. [Deal Term Negotiation Brief Builder Research](deal-term-negotiation-brief-builder-research.md)
8. [PSA to Close Transaction Coordinator Research](psa-to-close-transaction-coordinator-research.md)

## Research Notes for Knowledge Bases

9. [Brokerage Investment Sales Process Research](brokerage-investment-sales-process-research.md)
10. [Broker Opinion of Value Guidance Research](broker-opinion-of-value-guidance-research.md)
11. [Marketing Confidentiality and Buyer Process Research](marketing-confidentiality-and-buyer-process-research.md)
12. [Offer Negotiation and Closing Playbook Research](offer-negotiation-and-closing-playbook-research.md)

## Cross-Note Standards

Each note includes:

- Purpose and supported file(s)
- U.S.-only assumptions
- Dated source table
- Benchmark and process decisions
- Conflicting-source resolution
- Edge cases and red flags
- Open questions

## Core Source Themes

The initial brokerage v1 research set draws primarily from:

- NAR Code of Ethics and SOP 11-1
- NAR Commercial MLS Handbook
- NAR commercial transaction guidance
- CCIM and SIOR ethics, education, and practice materials
- major brokerage and market-participant process artifacts
- state-specific unauthorized-practice-of-law and valuation-boundary guidance
