Trending Content
| +48 | Being asked to stay behind and train my replacement | 14 | 14h | |
| +29 | What does REPE actually do? | 8 | 7h | |
| +26 | New Comp Database - Google Form (Now with Data Validation) | 12 | 6h | |
| +25 | Best CRE brokerage firms | 17 | 11h | |
| +24 | Thoughts on joining an early-stage REPE fund | 7 | 4d | |
| +21 | Public Homebuilders | 7 | 3d | |
| +18 | Starting University LP Fund | 3 | 3d | |
| +17 | What would your strategy be? | 14 | 3d | |
| +16 | UC Berkeley MRED vs Columbia MSRED? | 2 | 2d | |
| +16 | MSRE/MSRED with no RE experience; Naive to think I’ll land a job afterwards? | 4 | 16h |
Career Resources
NRZ
I personally think now is the time to scoop up multifamily REITs in southern markets (MAA, Camden) at a discount. Their april/may collections have been really strong, and their markets have not been as impacted by this virus. I think when the dust clears mutlifamily cap rates will continue to compress.
MAA is a good tip. My only concern with Camden is how exposed they are to Houston (~11%).
HST has a well managed hotel portfolio in strong markets, low debt levels (much lower than lodging peers), liquid assets to cover their fixed costs for the few years, I think they are solid over the long term if you believe the travel industry will recover. Even using recession level NOI growth rates I modeled them getting a 15%-20% IRR over 4 years (including their cut dividend for 2020).
CPT is also a good company in good markets, but their price is too high right now vs the company's implied value, if you get a price in the $70s I believe it is a definitely a buy.
Any REIT ever beat amzn fb tsla nflx stock performance in the long term??
Amzn fb tsla nflx ever beat Bitcoin in the long term?
Bitcoin market cap $117b You know amazon is 10x bitcoin’s market cap right? It’s over a trillion
I think senior housing REITs are an interesting play. They are getting battered now and you can buy at a discount but there is a real long-term need with an aging US demographic base. In-home care is extremely expensive, and most people don’t have the skills or time to take care of their older folks on their own so often times senior housing is the best and only option. Also, senior housing enjoys strong credit, as rental income is supported by SS, home equity, and financial help from kids / family.
Almost all of my money in the stock market is in index funds, but I am invested in BXP, CUZ, and HPP.
Accusantium distinctio esse error dolorum. Officiis fugit asperiores sunt. Sed eum ipsum minima aut error nesciunt. Ex nesciunt voluptatem doloribus quisquam numquam. Enim fuga non beatae non nemo nihil id.
Omnis ut eius et in porro maxime. Et aut non ducimus magnam blanditiis. Accusantium quisquam ad consequatur cum. Pariatur perspiciatis provident voluptas expedita. Consectetur nostrum est ut maiores. Eveniet dignissimos optio maiores.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...