Real Assets (REIT & Infrastructure Analysis)
JoelLewis finance skill for real estate and infrastructure investing — NOI, cap rates, FFO/AFFO, LTV/DSCR, and direct ownership vs REIT tradeoffs.
Overview
Listed on MCP Market as “Real Estate & Infrastructure Investment Analysis.” The installable skill name is `real-assets` inside JoelLewis/finance_skills. It prevents common pitfalls like applying equity P/E thinking to REITs and walks leverage/coverage math for commercial property and infrastructure assets (toll roads, towers, utilities).
Work with LimeDock
Using this skill? LimeDock can wire it into a durable automation you own.
Skills show what's possible. LimeDock builds and runs the owned marketing, sales, and ops automations around them.
We sell owned automations for SaaS teams — live workflows that plug into Slack, CRM, and your internal platform — not just a skill list.
Link
Installation guide
npx skills add JoelLewis/finance_skills --skill real-assetsGitHub: https://github.com/JoelLewis/finance_skills (skill path: `plugins/wealth-management/skills/real-assets`).
How to use it
Ask about property valuation, REIT dividend sustainability, or infrastructure cash flows. Provide NOI, price, debt terms, or REIT financials. Request a decision checklist (direct vs REIT) when relevant.
Example prompts
- “Value this warehouse using NOI and a 6.2% market cap rate; show sensitivity ±50 bps.”
- “Evaluate this REIT’s dividend using FFO and AFFO — is it covered after maintenance capex?”
Use cases and examples
- Cap-rate valuation of a commercial property
- REIT AFFO / dividend coverage review
- LTV and DSCR leverage stress test
- Compare direct rental ownership vs REIT exposure
Prerequisites
- Financial inputs (NOI, debt schedule, or REIT filings)
- Claude Code / skills-compatible host
- Human investment judgment — skill is analytical support
Tips
- Use P/FFO within sector, not P/E, for REIT comps.
- Infrastructure revenue is often contracted/regulated — model that explicitly.
- For simple SFH rental screens prefer Property Investment Analysis.