Real Assets

Handles real estate and infrastructure investment analysis with formulas for property valuation, REIT metrics, and leverage calculations. You'd reach for this when evaluating rental properties using cap rates and NOI, analyzing REITs with FFO and AFFO instead of misleading P/E ratios, or assessing infrastructure assets like toll roads and cell towers. The worked examples show practical scenarios like how a 100bp cap rate compression drives 20% appreciation, or how positive leverage amplifies equity returns when debt costs less than the cap rate. It's thorough on the mechanics but light on market context, so pair it with broader economic skills when macro factors matter.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill real-assets --agent claude-code