Skip to main content

Reit Analysis

Analyze publicly-traded REITs: FFO, AFFO, dividend yield, NAV, sector exposure, quality metrics.

Complexity: Moderate | Duration: 15-30m | Category: Finance/Investment

Tags: reit ffo affo dividend real-estate nav

Workflow Diagram​

Steps​

Step 1: Data Collection​

Agent: data

analyst - Fetch financial statements, supplementals

Step 2: FFO Calculation​

Agent: reit

analyst - Calculate Funds From Operations

Step 3: AFFO Calculation​

Agent: reit

analyst - Calculate Adjusted FFO (normalize recurring capex)

Step 4: Dividend Analysis​

Agent: financial

analyst - Calculate yield, payout ratio, dividend growth rate

Step 5: NAV Estimation​

Agent: reit

analyst - Estimate Net Asset Value using cap rates

Step 6: Premium/Discount​

Agent: financial

analyst - Calculate price vs NAV (discount/premium)

Step 7: Quality Metrics​

Agent: reit

analyst - Analyze occupancy, lease terms, tenant quality

Step 8: Leverage Analysis​

Agent: financial

analyst - Review debt-to-assets, interest coverage

Step 9: Sector Exposure​

Agent: reit

analyst - Identify property sector (office, retail, industrial, etc.)

Step 10: Peer Comparison​

Agent: reit

analyst - Compare vs peers on key metrics

Step 11: Valuation​

Agent: fundamental

analyst - Determine if REIT is undervalued, fairly valued, overvalued

Step 12: Report​

Agent: documentation

writer - Generate REIT analysis report

Usage​

To execute this workflow:

/workflow finance/investment/reit-analysis.workflow

See other workflows in this category for related automation patterns.