Griffin Trygg
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AI SystemsApparent Capital

REIT Intelligence

Four Claude agents that read SEC filings, FRED data and prices and write a weekly REIT brief.

Explorers with headlamps lowering themselves on ropes into a cave shaped like a brain

Why I built it

Covering a REIT universe means reading 10-Ks, 10-Qs, 8-Ks and earnings calls, then tying each name back to rates and macro data, every week. Most of that time is reading, not thinking. I wanted the reading done before I sat down.

What it does

  • Weekly brief across the coverage universe, a sector deep dive, or a single-REIT profile from the CLI.
  • Per-REIT profiles with NAV estimates, FFO/AFFO, dividend safety scores, earnings highlights and macro sensitivity.
  • Output in HTML (email), PDF (print), Markdown and plain text.
  • Pluggable licensed sources (Green Street, CoStar, Seeking Alpha) behind stubbed ingestors.

How it works

Data comes in parallel from EDGAR, FRED and Yahoo Finance. Four agents each own a slice. Fundamentals does NAV, FFO and dividend safety. Macro does the rate environment and what it means for each sector. Earnings parses transcripts and pulls guidance. Synthesis is the editor, and it writes the profile the reader sees.

A shared base agent handles retries and logs tokens, so I can see what each brief cost.

Calls I made

Specialists plus one editor

Narrow prompts are easier to check. Only the synthesis agent writes prose for a human.

Free data first

Everything runs on public sources. Green Street and CoStar plug in when they're available instead of being required to get started.