RealVest Real Estate MCP Server

export class PropertyManagementCalculator { getSchema() { return { type: 'object', properties: { property_details: { type: 'object', properties: { property_type: { type: 'string', enum: ['single_family', 'duplex', 'triplex', 'fourplex', 'small_multifamily', 'large_multifamily', 'commercial', 'mixed_use'] }, total_units: { type: 'integer', minimum: 1, maximum: 1000 }, property_value: { type: 'number', minimum: 0 }, monthly_rent_per_unit: { type: 'number', minimum: 0 }, property_age_years: { type: 'integer', minimum: 0, maximum: 200 }, property_condition: { type: 'string', enum: ['excellent', 'good', 'fair', 'poor', 'needs_major_repair'] }, location_grade: { type: 'string', enum: ['A+', 'A', 'A-', 'B+', 'B', 'B-', 'C+', 'C', 'C-', 'D'] }, tenant_quality: { type: 'string', enum: ['excellent', 'good', 'average', 'below_average', 'problematic'] } }, required: ['property_type', 'total_units', 'property_value', 'monthly_rent_per_unit'] }, management_options: { type: 'object', properties: { self_management: { type: 'object', properties: { owner_hourly_rate: { type: 'number', minimum: 0, maximum: 200 }, estimated_hours_per_month: { type: 'number', minimum: 0, maximum: 200 }, owner_experience_level: { type: 'string', enum: ['beginner', 'intermediate', 'experienced', 'expert'] } } }, professional_management: { type: 'object', properties: { management_fee_percentage: { type: 'number', minimum: 0, maximum: 20 }, setup_fee: { type: 'number', minimum: 0 }, leasing_fee: { type: 'number', minimum: 0 }, maintenance_markup: { type: 'number', minimum: 0, maximum: 50 }, vacancy_guarantee: { type: 'boolean' }, tenant_placement_guarantee: { type: 'boolean' }, services_included: { type: 'array', items: { type: 'string', enum: ['tenant_screening', 'rent_collection', 'maintenance_coordination', 'property_inspections', 'financial_reporting', 'legal_compliance', 'marketing', 'lease_preparation', 'eviction_handling', '24_7_emergency'] } } } } } }, operational_expenses: { type: 'object', properties: { property_taxes_annual: { type: 'number', minimum: 0 }, insurance_annual: { type: 'number', minimum: 0 }, utilities_monthly: { type: 'number', minimum: 0 }, maintenance_budget_annual: { type: 'number', minimum: 0 }, capital_improvements_annual: { type: 'number', minimum: 0 }, landscaping_monthly: { type: 'number', minimum: 0 }, pest_control_monthly: { type: 'number', minimum: 0 }, cleaning_monthly: { type: 'number', minimum: 0 }, other_expenses_monthly: { type: 'number', minimum: 0 } } }, market_conditions: { type: 'object', properties: { vacancy_rate: { type: 'number', minimum: 0, maximum: 100 }, average_tenant_turnover_months: { type: 'number', minimum: 1, maximum: 120 }, local_rent_growth_rate: { type: 'number', minimum: -10, maximum: 20 }, market_competition_level: { type: 'string', enum: ['very_low', 'low', 'moderate', 'high', 'very_high'] } } }, analysis_options: { type: 'object', properties: { comparison_analysis: { type: 'boolean' }, scenario_modeling: { type: 'boolean' }, efficiency_optimization: { type: 'boolean' }, risk_assessment: { type: 'boolean' }, roi_analysis: { type: 'boolean' } } } }, required: ['property_details'] }; } calculate(params) { const { property_details, management_options = {}, operational_expenses = {}, market_conditions = {}, analysis_options = {} } = params; // Calculate baseline property metrics const propertyMetrics = this.calculatePropertyMetrics(property_details, operational_expenses, market_conditions); // Analyze self-management option const selfManagementAnalysis = this.analyzeSelfManagement( property_details, management_options.self_management || {}, propertyMetrics ); // Analyze professional management option const professionalManagementAnalysis = this.analyzeProfessionalManagement( property_details, management_options.professional_management || {}, propertyMetrics ); // Generate recommendations const recommendations = this.generateRecommendations( propertyMetrics, selfManagementAnalysis, professionalManagementAnalysis, property_details ); // Optional analyses const comparisonAnalysis = analysis_options.comparison_analysis ? this.performComparisonAnalysis(selfManagementAnalysis, professionalManagementAnalysis) : null; const scenarioModeling = analysis_options.scenario_modeling ? this.performScenarioModeling(property_details, propertyMetrics) : null; const efficiencyOptimization = analysis_options.efficiency_optimization ? this.optimizeEfficiency(property_details, propertyMetrics) : null; const riskAssessment = analysis_options.risk_assessment ? this.assessRisks(property_details, propertyMetrics, market_conditions) : null; const roiAnalysis = analysis_options.roi_analysis ? this.analyzeROI(property_details, selfManagementAnalysis, professionalManagementAnalysis) : null; return { property_overview: { property_type: property_details.property_type, total_units: property_details.total_units, property_value: property_details.property_value, monthly_gross_rent: propertyMetrics.monthly_gross_rent, annual_gross_rent: propertyMetrics.annual_gross_rent, gross_rent_multiplier: propertyMetrics.gross_rent_multiplier, cap_rate_estimate: propertyMetrics.estimated_cap_rate }, self_management: selfManagementAnalysis, professional_management: professionalManagementAnalysis, cost_benefit_analysis: { monthly_cost_difference: professionalManagementAnalysis.monthly_cost - selfManagementAnalysis.monthly_cost, annual_cost_difference: professionalManagementAnalysis.annual_cost - selfManagementAnalysis.annual_cost, breakeven_analysis: this.calculateBreakevenAnalysis(selfManagementAnalysis, professionalManagementAnalysis), value_proposition: this.calculateValueProposition(selfManagementAnalysis, professionalManagementAnalysis) }, recommendations, comparison_analysis: comparisonAnalysis, scenario_modeling: scenarioModeling, efficiency_optimization: efficiencyOptimization, risk_assessment: riskAssessment, roi_analysis: roiAnalysis }; } calculatePropertyMetrics(propertyDetails, operationalExpenses, marketConditions) { const monthlyRentPerUnit = propertyDetails.monthly_rent_per_unit; const totalUnits = propertyDetails.total_units; const monthlyGrossRent = monthlyRentPerUnit * totalUnits; const annualGrossRent = monthlyGrossRent * 12; // Calculate vacancy-adjusted income const vacancyRate = (marketConditions.vacancy_rate || 5) / 100; const effectiveGrossIncome = annualGrossRent * (1 - vacancyRate); // Calculate operating expenses const annualOperatingExpenses = this.calculateAnnualOperatingExpenses(operationalExpenses, totalUnits); const netOperatingIncome = effectiveGrossIncome - annualOperatingExpenses; // Property metrics const grossRentMultiplier = propertyDetails.property_value / annualGrossRent; const estimatedCapRate = (netOperatingIncome / propertyDetails.property_value) * 100; return { monthly_gross_rent: monthlyGrossRent, annual_gross_rent: annualGrossRent, effective_gross_income: effectiveGrossIncome, annual_operating_expenses: annualOperatingExpenses, net_operating_income: netOperatingIncome, gross_rent_multiplier: grossRentMultiplier, estimated_cap_rate: estimatedCapRate, vacancy_rate: vacancyRate * 100 }; } calculateAnnualOperatingExpenses(expenses, totalUnits) { const { property_taxes_annual = 0, insurance_annual = 0, utilities_monthly = 0, maintenance_budget_annual = 0, capital_improvements_annual = 0, landscaping_monthly = 0, pest_control_monthly = 0, cleaning_monthly = 0, other_expenses_monthly = 0 } = expenses; const monthlyExpenses = utilities_monthly + landscaping_monthly + pest_control_monthly + cleaning_monthly + other_expenses_monthly; return property_taxes_annual + insurance_annual + (monthlyExpenses * 12) + maintenance_budget_annual + capital_improvements_annual; } analyzeSelfManagement(propertyDetails, selfManagementOptions, propertyMetrics) { const ownerHourlyRate = selfManagementOptions.owner_hourly_rate || 50; const estimatedHoursPerMonth = selfManagementOptions.estimated_hours_per_month || this.estimateManagementHours(propertyDetails); const experienceLevel = selfManagementOptions.owner_experience_level || 'intermediate'; // Calculate time costs const monthlyTimeCost = estimatedHoursPerMonth * ownerHourlyRate; const annualTimeCost = monthlyTimeCost * 12; // Calculate direct costs (tools, software, etc.) const monthlyDirectCosts = this.calculateSelfManagementDirectCosts(propertyDetails); const annualDirectCosts = monthlyDirectCosts * 12; // Total self-management costs const monthlyTotalCost = monthlyTimeCost + monthlyDirectCosts; const annualTotalCost = annualTimeCost + annualDirectCosts; // Experience multipliers const experienceMultipliers = { beginner: 1.5, intermediate: 1.2, experienced: 1.0, expert: 0.8 }; const adjustedMonthlyHours = estimatedHoursPerMonth * experienceMultipliers[experienceLevel]; const adjustedMonthlyCost = adjustedMonthlyHours * ownerHourlyRate + monthlyDirectCosts; // Calculate efficiency metrics const costPerUnit = monthlyTotalCost / propertyDetails.total_units; const costAsPercentOfRent = (monthlyTotalCost / propertyMetrics.monthly_gross_rent) * 100; // Identify challenges and benefits const challenges = this.identifySelfManagementChallenges(propertyDetails, experienceLevel); const benefits = this.identifySelfManagementBenefits(propertyDetails); return { monthly_cost: adjustedMonthlyCost, annual_cost: adjustedMonthlyCost * 12, time_investment: { estimated_hours_per_month: adjustedMonthlyHours, hourly_rate_used: ownerHourlyRate, monthly_time_value: adjustedMonthlyHours * ownerHourlyRate }, direct_costs: { monthly: monthlyDirectCosts, annual: annualDirectCosts, breakdown: this.getSelfManagementCostBreakdown(propertyDetails) }, efficiency_metrics: { cost_per_unit: costPerUnit, cost_percentage_of_rent: costAsPercentOfRent, experience_adjustment_factor: experienceMultipliers[experienceLevel] }, challenges, benefits, suitability_score: this.calculateSelfManagementSuitability(propertyDetails, experienceLevel) }; } analyzeProfessionalManagement(propertyDetails, professionalOptions, propertyMetrics) { const managementFeePercentage = professionalOptions.management_fee_percentage || this.getStandardManagementFee(propertyDetails.property_type); const setupFee = professionalOptions.setup_fee || 0; const leasingFee = professionalOptions.leasing_fee || propertyDetails.monthly_rent_per_unit; const maintenanceMarkup = professionalOptions.maintenance_markup || 10; // Calculate monthly management fee const monthlyManagementFee = (propertyMetrics.monthly_gross_rent * managementFeePercentage) / 100; // Calculate annual leasing costs (based on turnover) const averageTurnoverMonths = 24; // Assume 24-month average tenancy const annualTurnovers = propertyDetails.total_units / (averageTurnoverMonths / 12); const annualLeasingFees = annualTurnovers * leasingFee; // Calculate maintenance markup costs const estimatedAnnualMaintenance = propertyDetails.property_value * 0.01; // 1% of property value const annualMaintenanceMarkup = (estimatedAnnualMaintenance * maintenanceMarkup) / 100; // Total costs const monthlyTotalCost = monthlyManagementFee; const annualTotalCost = (monthlyManagementFee * 12) + annualLeasingFees + annualMaintenanceMarkup + setupFee; // Calculate value metrics const costPerUnit = monthlyTotalCost / propertyDetails.total_units; const costAsPercentOfRent = (monthlyTotalCost / propertyMetrics.monthly_gross_rent) * 100; // Identify services and benefits const servicesIncluded = professionalOptions.services_included || this.getStandardServices(); const benefits = this.identifyProfessionalManagementBenefits(servicesIncluded); return { monthly_cost: monthlyTotalCost, annual_cost: annualTotalCost, fee_structure: { management_fee_percentage: managementFeePercentage, monthly_management_fee: monthlyManagementFee, setup_fee: setupFee, leasing_fee: leasingFee, maintenance_markup_percentage: maintenanceMarkup }, annual_fees: { management_fees: monthlyManagementFee * 12, leasing_fees: annualLeasingFees, maintenance_markup: annualMaintenanceMarkup, total_additional_fees: annualLeasingFees + annualMaintenanceMarkup }, efficiency_metrics: { cost_per_unit: costPerUnit, cost_percentage_of_rent: costAsPercentOfRent }, services_included: servicesIncluded, benefits, suitability_score: this.calculateProfessionalManagementSuitability(propertyDetails, servicesIncluded) }; } estimateManagementHours(propertyDetails) { const baseHours = { single_family: 3, duplex: 4, triplex: 5, fourplex: 6, small_multifamily: 8, large_multifamily: 15, commercial: 20, mixed_use: 12 }; const baseHoursPerMonth = baseHours[propertyDetails.property_type] || 5; const unitMultiplier = Math.max(1, propertyDetails.total_units / 4); // Additional time for more units return Math.round(baseHoursPerMonth * unitMultiplier); } calculateSelfManagementDirectCosts(propertyDetails) { // Software, tools, marketing, etc. const baseCosts = { property_management_software: 30, accounting_software: 15, background_check_services: 10, marketing_and_advertising: 25, legal_and_compliance: 20, maintenance_tools: 15 }; const totalUnits = propertyDetails.total_units; const unitScalingFactor = Math.min(2.0, 1 + (totalUnits - 1) * 0.1); // Scale with units but cap at 2x return Object.values(baseCosts).reduce((sum, cost) => sum + cost, 0) * unitScalingFactor; } getSelfManagementCostBreakdown(propertyDetails) { return [ { category: 'Property Management Software', monthly_cost: 30, description: 'Rent collection, maintenance requests' }, { category: 'Accounting Software', monthly_cost: 15, description: 'Financial tracking and reporting' }, { category: 'Tenant Screening', monthly_cost: 10, description: 'Background and credit checks' }, { category: 'Marketing & Advertising', monthly_cost: 25, description: 'Vacancy marketing, listing fees' }, { category: 'Legal & Compliance', monthly_cost: 20, description: 'Legal forms, compliance monitoring' }, { category: 'Tools & Supplies', monthly_cost: 15, description: 'Basic maintenance tools, supplies' } ]; } identifySelfManagementChallenges(propertyDetails, experienceLevel) { const challenges = []; if (experienceLevel === 'beginner') { challenges.push({ challenge: 'Learning Curve', severity: 'High', description: 'Significant time investment to learn property management', mitigation: 'Take property management courses, join landlord associations' }); } if (propertyDetails.total_units > 10) { challenges.push({ challenge: 'Scale Management', severity: 'Medium', description: 'Managing multiple units becomes time-intensive', mitigation: 'Implement systematic processes and consider partial outsourcing' }); } challenges.push({ challenge: 'Time Availability', severity: 'Medium', description: 'Emergency calls and tenant issues require flexible schedule', mitigation: 'Establish clear boundaries and emergency protocols' }); challenges.push({ challenge: 'Legal Compliance', severity: 'High', description: 'Keeping up with changing regulations and fair housing laws', mitigation: 'Regular legal updates, professional consultations' }); return challenges; } identifySelfManagementBenefits(propertyDetails) { return [ { benefit: 'Cost Savings', impact: 'High', description: 'No management fees, direct cost control' }, { benefit: 'Direct Control', impact: 'High', description: 'Full control over tenant selection and property decisions' }, { benefit: 'Personal Relationships', impact: 'Medium', description: 'Direct tenant relationships can improve retention' }, { benefit: 'Learning Experience', impact: 'Medium', description: 'Develop valuable property management skills' }, { benefit: 'Immediate Decisions', impact: 'Medium', description: 'No delays waiting for management company responses' } ]; } getStandardManagementFee(propertyType) { const standardFees = { single_family: 8, duplex: 8, triplex: 7, fourplex: 7, small_multifamily: 6, large_multifamily: 5, commercial: 4, mixed_use: 6 }; return standardFees[propertyType] || 8; } getStandardServices() { return [ 'tenant_screening', 'rent_collection', 'maintenance_coordination', 'property_inspections', 'financial_reporting', 'legal_compliance', 'marketing', 'lease_preparation' ]; } identifyProfessionalManagementBenefits(servicesIncluded) { const benefitMap = { tenant_screening: 'Professional tenant vetting reduces bad tenant risk', rent_collection: 'Systematic collection process improves cash flow', maintenance_coordination: 'Established vendor network for efficient repairs', property_inspections: 'Regular inspections prevent major issues', financial_reporting: 'Professional accounting and tax preparation support', legal_compliance: 'Expert knowledge of landlord-tenant laws', marketing: 'Professional marketing reduces vacancy time', lease_preparation: 'Legally compliant lease agreements', eviction_handling: 'Expert handling of difficult tenant situations', '24_7_emergency': 'Round-the-clock emergency response' }; return servicesIncluded.map(service => ({ service, benefit: benefitMap[service] || 'Professional service delivery' })); } calculateBreakevenAnalysis(selfManagement, professionalManagement) { const monthlySavings = professionalManagement.monthly_cost - selfManagement.monthly_cost; const timeValuePerMonth = selfManagement.time_investment.monthly_time_value; return { monthly_cost_difference: monthlySavings, time_value_consideration: timeValuePerMonth, net_monthly_benefit: monthlySavings - timeValuePerMonth, payback_period_months: monthlySavings > 0 ? Math.abs(timeValuePerMonth / monthlySavings) : null, recommendation: monthlySavings > timeValuePerMonth ? 'Professional Management' : 'Self Management' }; } calculateValueProposition(selfManagement, professionalManagement) { const costRatio = professionalManagement.monthly_cost / selfManagement.monthly_cost; const timeValue = selfManagement.time_investment.monthly_time_value; const professionalValue = professionalManagement.monthly_cost - timeValue; return { cost_multiplier: costRatio, time_value_recovery: timeValue, net_cost_of_professional: professionalValue, value_assessment: this.assessValueProposition(costRatio, timeValue, professionalValue) }; } assessValueProposition(costRatio, timeValue, netCost) { if (costRatio <= 1.2 && timeValue > netCost) { return 'Excellent Value - Professional management costs less than time value'; } else if (costRatio <= 1.5 && timeValue > netCost * 0.8) { return 'Good Value - Professional management provides significant time savings'; } else if (costRatio <= 2.0) { return 'Fair Value - Consider based on personal preference and time availability'; } else { return 'Poor Value - Self-management likely more cost-effective'; } } calculateSelfManagementSuitability(propertyDetails, experienceLevel) { let score = 50; // Experience factor const experienceScores = { beginner: -15, intermediate: 0, experienced: 10, expert: 20 }; score += experienceScores[experienceLevel]; // Property type factor const propertyTypeScores = { single_family: 15, duplex: 10, triplex: 5, fourplex: 0, small_multifamily: -10, large_multifamily: -20, commercial: -25, mixed_use: -15 }; score += propertyTypeScores[propertyDetails.property_type] || 0; // Unit count factor if (propertyDetails.total_units <= 4) score += 10; else if (propertyDetails.total_units <= 10) score += 0; else score -= (propertyDetails.total_units - 10) * 2; return Math.max(0, Math.min(100, score)); } calculateProfessionalManagementSuitability(propertyDetails, servicesIncluded) { let score = 50; // Property type factor const propertyTypeScores = { single_family: -10, duplex: -5, triplex: 0, fourplex: 5, small_multifamily: 15, large_multifamily: 25, commercial: 30, mixed_use: 20 }; score += propertyTypeScores[propertyDetails.property_type] || 0; // Unit count factor if (propertyDetails.total_units >= 20) score += 20; else if (propertyDetails.total_units >= 10) score += 10; else if (propertyDetails.total_units >= 5) score += 5; // Services factor score += servicesIncluded.length * 2; return Math.max(0, Math.min(100, score)); } performComparisonAnalysis(selfManagement, professionalManagement) { return { cost_comparison: { monthly_difference: professionalManagement.monthly_cost - selfManagement.monthly_cost, annual_difference: professionalManagement.annual_cost - selfManagement.annual_cost, cost_ratio: professionalManagement.monthly_cost / selfManagement.monthly_cost }, efficiency_comparison: { self_cost_per_unit: selfManagement.efficiency_metrics.cost_per_unit, professional_cost_per_unit: professionalManagement.efficiency_metrics.cost_per_unit, efficiency_advantage: selfManagement.efficiency_metrics.cost_per_unit < professionalManagement.efficiency_metrics.cost_per_unit ? 'Self Management' : 'Professional Management' }, suitability_comparison: { self_management_score: selfManagement.suitability_score, professional_management_score: professionalManagement.suitability_score, recommended_approach: selfManagement.suitability_score > professionalManagement.suitability_score ? 'Self Management' : 'Professional Management' } }; } performScenarioModeling(propertyDetails, propertyMetrics) { const scenarios = [ { name: 'High Vacancy Scenario', vacancy_rate: 15, impact_description: 'Higher vacancy reduces effective income and increases management burden' }, { name: 'Low Vacancy Scenario', vacancy_rate: 2, impact_description: 'Low vacancy maximizes income and reduces turnover costs' }, { name: 'High Maintenance Scenario', maintenance_multiplier: 2.0, impact_description: 'Older property or deferred maintenance increases management time' }, { name: 'Rent Growth Scenario', rent_growth_rate: 5, impact_description: 'Strong rent growth improves property performance' } ]; return scenarios.map(scenario => { const adjustedMetrics = this.calculateScenarioMetrics(propertyDetails, propertyMetrics, scenario); return { ...scenario, adjusted_monthly_income: adjustedMetrics.monthly_income, adjusted_annual_income: adjustedMetrics.annual_income, management_impact: adjustedMetrics.management_impact }; }); } calculateScenarioMetrics(propertyDetails, baseMetrics, scenario) { let monthlyIncome = baseMetrics.monthly_gross_rent; let managementImpact = 'Neutral'; if (scenario.vacancy_rate !== undefined) { const vacancyAdjustment = 1 - (scenario.vacancy_rate / 100); monthlyIncome *= vacancyAdjustment; managementImpact = scenario.vacancy_rate > 10 ? 'Increases self-management burden' : 'Minimal impact'; } if (scenario.rent_growth_rate !== undefined) { monthlyIncome *= (1 + scenario.rent_growth_rate / 100); managementImpact = 'Increases property value and management complexity'; } return { monthly_income: monthlyIncome, annual_income: monthlyIncome * 12, management_impact: managementImpact }; } optimizeEfficiency(propertyDetails, propertyMetrics) { const recommendations = []; // Technology optimization recommendations.push({ category: 'Technology', recommendation: 'Implement property management software', estimated_savings: 200, implementation_cost: 360, payback_months: 2 }); // Process optimization if (propertyDetails.total_units > 4) { recommendations.push({ category: 'Process', recommendation: 'Standardize lease terms and procedures', estimated_savings: 150, implementation_cost: 0, payback_months: 0 }); } // Maintenance optimization recommendations.push({ category: 'Maintenance', recommendation: 'Establish preferred vendor relationships', estimated_savings: 300, implementation_cost: 100, payback_months: 0.33 }); return { optimization_opportunities: recommendations, total_potential_annual_savings: recommendations.reduce((sum, rec) => sum + rec.estimated_savings, 0), total_implementation_cost: recommendations.reduce((sum, rec) => sum + rec.implementation_cost, 0) }; } assessRisks(propertyDetails, propertyMetrics, marketConditions) { const risks = []; // Market risks if (marketConditions.vacancy_rate > 10) { risks.push({ category: 'Market Risk', risk: 'High Vacancy Rate', severity: 'High', impact: 'Reduced income and increased management burden', mitigation: 'Competitive pricing, property improvements, professional marketing' }); } // Property-specific risks if (propertyDetails.property_age_years > 30) { risks.push({ category: 'Property Risk', risk: 'Aging Property Systems', severity: 'Medium', impact: 'Increasing maintenance costs and tenant complaints', mitigation: 'Preventive maintenance program, capital improvement planning' }); } // Management risks if (propertyDetails.total_units > 10) { risks.push({ category: 'Management Risk', risk: 'Scale Complexity', severity: 'Medium', impact: 'Increased time requirements and operational complexity', mitigation: 'Systematic processes, consider professional management' }); } return { identified_risks: risks, overall_risk_level: this.calculateOverallRiskLevel(risks), risk_mitigation_priority: risks.sort((a, b) => { const severityOrder = { 'High': 3, 'Medium': 2, 'Low': 1 }; return severityOrder[b.severity] - severityOrder[a.severity]; }).slice(0, 3) }; } calculateOverallRiskLevel(risks) { const highRisks = risks.filter(r => r.severity === 'High').length; const mediumRisks = risks.filter(r => r.severity === 'Medium').length; if (highRisks >= 2) return 'High'; if (highRisks >= 1 || mediumRisks >= 3) return 'Medium'; return 'Low'; } analyzeROI(propertyDetails, selfManagement, professionalManagement) { const propertyValue = propertyDetails.property_value; const annualRent = propertyDetails.monthly_rent_per_unit * propertyDetails.total_units * 12; const selfManagementROI = { annual_net_income: annualRent - selfManagement.annual_cost, roi_percentage: ((annualRent - selfManagement.annual_cost) / propertyValue) * 100, cash_on_cash_return: ((annualRent - selfManagement.annual_cost) / (propertyValue * 0.25)) * 100 // Assuming 25% down }; const professionalManagementROI = { annual_net_income: annualRent - professionalManagement.annual_cost, roi_percentage: ((annualRent - professionalManagement.annual_cost) / propertyValue) * 100, cash_on_cash_return: ((annualRent - professionalManagement.annual_cost) / (propertyValue * 0.25)) * 100 }; return { self_management: selfManagementROI, professional_management: professionalManagementROI, roi_difference: selfManagementROI.roi_percentage - professionalManagementROI.roi_percentage, better_roi_option: selfManagementROI.roi_percentage > professionalManagementROI.roi_percentage ? 'Self Management' : 'Professional Management' }; } generateRecommendations(propertyMetrics, selfManagement, professionalManagement, propertyDetails) { const recommendations = []; // Primary recommendation based on analysis const costDifference = professionalManagement.monthly_cost - selfManagement.monthly_cost; const timeValue = selfManagement.time_investment.monthly_time_value; if (timeValue > costDifference * 1.2) { recommendations.push({ category: 'Primary Recommendation', recommendation: 'Choose Professional Management', reasoning: 'Time value exceeds additional cost by significant margin', priority: 'High', expected_benefit: 'More time for other investments and activities' }); } else if (selfManagement.suitability_score > 70) { recommendations.push({ category: 'Primary Recommendation', recommendation: 'Consider Self Management', reasoning: 'Good fit based on property type and experience level', priority: 'High', expected_benefit: 'Cost savings and direct control' }); } else { recommendations.push({ category: 'Primary Recommendation', recommendation: 'Hybrid Approach', reasoning: 'Consider self-managing with selective outsourcing', priority: 'High', expected_benefit: 'Balance of cost control and professional expertise' }); } // Property-specific recommendations if (propertyDetails.total_units > 20) { recommendations.push({ category: 'Scale Management', recommendation: 'Professional management strongly recommended', reasoning: 'Large portfolio requires systematic management approach', priority: 'High', expected_benefit: 'Improved efficiency and tenant satisfaction' }); } // Efficiency recommendations recommendations.push({ category: 'Efficiency', recommendation: 'Implement property management software', reasoning: 'Streamlines operations regardless of management choice', priority: 'Medium', expected_benefit: 'Reduced administrative time and improved record keeping' }); // Financial optimization if (propertyMetrics.estimated_cap_rate < 6) { recommendations.push({ category: 'Financial', recommendation: 'Focus on expense reduction and rent optimization', reasoning: 'Low cap rate indicates need for improved property performance', priority: 'High', expected_benefit: 'Improved cash flow and property value' }); } return { recommendations, implementation_timeline: this.createImplementationTimeline(recommendations), success_metrics: [ 'Reduced vacancy rates', 'Improved tenant satisfaction', 'Lower operating costs per unit', 'Increased net operating income', 'Better cash flow consistency' ] }; } createImplementationTimeline(recommendations) { const highPriority = recommendations.filter(r => r.priority === 'High'); const mediumPriority = recommendations.filter(r => r.priority === 'Medium'); return [ { phase: 'Immediate (0-30 days)', tasks: highPriority.slice(0, 2).map(r => r.recommendation) }, { phase: 'Short Term (1-3 months)', tasks: [...highPriority.slice(2), ...mediumPriority.slice(0, 2)].map(r => r.recommendation) }, { phase: 'Medium Term (3-6 months)', tasks: mediumPriority.slice(2).map(r => r.recommendation) } ]; } }