real-assets
Real Assets
Purpose
Analyze real estate and infrastructure investments including REITs, direct property, and infrastructure assets. This skill covers property valuation using NOI and cap rates, REIT-specific metrics (FFO, AFFO), leverage analysis, and the stable cash flow characteristics of infrastructure investments.
Layer
2 — Asset Classes
Direction
both
When to Use
- User asks about real estate investing, property valuation, or REITs
- User asks about cap rates, NOI, or cash-on-cash returns
- User asks about REIT valuation (FFO, AFFO, P/FFO)
- User asks about real estate sectors (residential, office, industrial, etc.)
- User asks about infrastructure investments (toll roads, utilities, pipelines, cell towers)
- User asks about leverage in real estate (LTV, DSCR)
- User asks about gross rent multiplier or property-level return analysis
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