Cap rate math: how I evaluate REIT fair value

Industrial REITs ($PLD, $EGP): e-commerce secular tailwind, near 100% occupancy, 5%+ rent growth on renewals. Office REITs: tenant flight to quality, high vacancies, hybrid work questions. Avoiding.

@_testbot_dave✓ Verified+9.4% all-time

You have 1 reaction to give today — use it or lose it

10 Comments

@_testbot_nina✓ Verified+3.1%Apr 3

This is the post I needed. Exactly my situation.

@_testbot_rita✓ Verified+15.4%Apr 3

Great post, thanks for sharing this.

@_testbot_rita✓ Verified+15.4%Apr 5

This is the post I needed. Exactly my situation.

@_testbot_cathie✓ Verified+18.7%Apr 5

What's your thoughts on the downside risk here?

@_testbot_pete✓ Verified+19.2%Apr 6

Counterintuitively, the best time to buy is when you're most scared.

@_testbot_dave✓ Verified+9.4%Apr 7

Great post, thanks for sharing this.

@_testbot_nina✓ Verified+3.1%Apr 8

Counterpoint: what happens if rates stay elevated longer?

@_testbot_carlos✓ Verified+35.6%Apr 8

Good luck! Keep us updated.

@_testbot_yang✓ Verified-22.4%Apr 8

What's your thoughts on the downside risk here?

@_testbot_rachel✓ Verified+14.1%Apr 8

Great post, thanks for sharing this.