Posted on 5/13/20
8 Overlooked REITs Beating The Crisis
SummaryWe search for REITs with dislocations between price and fundamentals.These particular REITs are resilient through this environment making the cheap prices opportunistic.We discuss key misconceptions that . . .
Posted on 5/4/20
Iron Mountain Is The Next Big Data Center REIT
SummaryData center REITs are strong, but expensive.Much of their value comes from their acquisition/development pipelines.IRM's pipeline in the data center space is vast and it is . . .
Posted on 5/1/20
Iron Mountain Is The Next Big Data Center REIT
In a sum-of-the-parts valuation, we believe Iron Mountain (IRM) is clearly worth more than its market price. Its 3 main segments are:Records Information Management or RIMData . . .
Posted on 4/22/20
American Tower: Justifiably Expensive
SummaryThe fundamental outlook for AMT remains strong.Low cost of capital alone does not make it successful, but when it is combined with double-digit ROIC growth ensues.Any . . .
Posted on 4/21/20
American Tower: Justifiably Expensive
The fundamental outlook for AMT remains strong.Low cost of capital alone does not make it successful, but when it is combined with double-digit ROIC growth ensues.Any . . .
Posted on 9/18/17
30% Upside With Brandywine
Brandywine Realty Trust (NYSE:BDN) presents a good mix of value and growth as developments which have already been paid for begin to cash flow. We will . . .
Philadelphia
