REIT equity analysis
For those with REIT coverage (or familiar with it), how do you build a thesis / do your analysis? Do you build 3-statement models for REITs or is that overkill? How do methods change between SMs and pods? Thanks.
For those with REIT coverage (or familiar with it), how do you build a thesis / do your analysis? Do you build 3-statement models for REITs or is that overkill? How do methods change between SMs and pods? Thanks.
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