13 lines
850 B
Text
13 lines
850 B
Text
Perform a "REIT Investment Screening in a High-Rate Environment" task.
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Sample: VNQ, PLD, AMT, EQIX, O, SPG, PSA, DLR.
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Requirements:
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1. Compile key metrics from the most recent three complete fiscal years: FFO/AFFO growth, leverage, interest coverage, debt maturity profile, and dividend coverage.
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2. Design three 2026 interest rate scenarios (10Y Treasury yield at 3.5% / 4.5% / 5.5%) and analyze valuation pressure and dividend sustainability.
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3. Classify each as "hold / watchlist / avoid" and explain the 2-3 most critical driving factors.
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4. Generate an Excel file (.xlsx) with sheets: `reit_raw`, `debt_profile`, `rate_scenarios`, `selection_result`.
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5. Generate `reit_investment_note.md`.
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6. Generate `sources.md`.
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Execution requirements: If data is missing, it must be explicitly marked as NA in the tables; silent omission is not allowed.
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