내가 좋아할 만한 콘텐츠
An interesting & creative preferred equity fundraise turned my FrontView REIT $FVR quarterly update into a whole post. I think the opportunity could be more attractive today despite shares up ~25% since my original write-up. 1/
An interesting & creative preferred equity fundraise turned my FrontView REIT $FVR quarterly update into a whole post. I think the opportunity could be more attractive today despite shares up ~25% since my original write-up. 1/
$GTY private placement of $250m of senior unsecured notes, 10-year term, 5.76% or T+155bps. Small net lease REIT, cuspy credit (Fitch BBB-). Buying assets around ~8% cap.
$AVB - $400m of 5yr notes at 4.36% YTM, 68 bp spread to treasuries (!!)
Interesting chart from GS on historical low multiples for US multi-family vs. broader REIT universe. $MAA $CPT $ESS $EQR $UDR $AVB $VRE $CSR $BRT
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내가 좋아할 만한 콘텐츠
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ThePupil
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