How does this skill calculate property value?

It utilizes the income approach to valuation by dividing the property's Net Operating Income (NOI) by the prevailing market capitalization rate (Cap Rate).

Can it distinguish between FFO and AFFO for REITs?

Yes, it calculates FFO by adding back depreciation to net income and provides the more conservative AFFO metric by further adjusting for maintenance capital expenditures.

Can it help with real estate leverage analysis?

The skill provides precise calculations for Loan-to-Value (LTV) and Debt Service Coverage Ratio (DSCR) to help users assess financing risk and debt sustainability.

Does it support infrastructure asset analysis?

Yes, it covers diverse infrastructure assets such as toll roads, utilities, and cell towers, emphasizing their regulated revenue streams and inflation-linked cash flows.

Why does this skill prefer P/FFO over traditional P/E ratios?

Because real estate depreciation is a significant non-cash charge that distorts GAAP net income, making traditional P/E ratios misleading for REIT valuation.

Real Estate & Infrastructure Investment Analysis

Name: Real Estate & Infrastructure Investment Analysis
Author: JoelLewis

byJoelLewis

•

数据科学与机器学习

Analyzes real estate and infrastructure investments using industry-standard valuation metrics like Cap Rates, NOI, FFO, and AFFO.

This skill empowers Claude to perform deep financial analysis of real estate and infrastructure assets, including REITs and direct property investments. It provides domain-specific guidance on property valuation using Net Operating Income (NOI) and capitalization rates, evaluates REIT performance through FFO and AFFO metrics, and assesses leverage through LTV and DSCR ratios. Whether analyzing commercial property returns, comparing infrastructure cash flows, or evaluating REIT dividends, this skill ensures the rigorous application of financial principles and avoids common pitfalls like misusing P/E ratios in real estate contexts.

主要功能

01REIT-specific performance analysis (FFO, AFFO, and P/FFO)

02Infrastructure asset assessment for utilities, toll roads, and cell towers

03Leverage and debt coverage analysis (LTV and DSCR ratios)

04Comparative analysis of direct ownership versus REIT investment

0518 GitHub stars

06Property valuation using NOI and Cap Rate modeling

使用场景

01Calculating the intrinsic value of a commercial property based on market cap rates and NOI

02Evaluating a REIT's dividend sustainability using AFFO and maintenance capex adjustments

03Analyzing the impact of leverage on cash-on-cash returns for rental property acquisitions

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add joellewis/finance_skills real-assets

For use in Claude.ai and ChatGPT

Download Skill