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Strategies & Market Trends : Value Investing
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To: Nya_Quy who wrote (62871)11/20/2019 7:01:05 AM
From: Spekulatius  Read Replies (1) of 78464
 
No doubt WHA looks cheaper than Vastned. Generally, we are finding that higher that higher quality real estate outperforms lower quality real estate in the US and the same seems to be the case in Europe. (A -20% performance isn’t great, but it beats ~60% from WHA). However, neither higher quality and much less lower quality have performed well anywhere.

I also note that Belgian real estate has outperformed Dutch real estate. It has been the case when I looked at these stocks a couple of years ago and it is the case now. I suspect there are structural reasons or this and ai wouldn’t simply dismiss Mr. Market being wrong here before I understand the situation.

Also, the Dutch subs are low float, which can distort pricing. So you can’t just subtract the current market cap of the Belgian sub to come up with a standalone valuation for the Dutch RE, because the valuation of the Belgian sub may drop, if more shares or all shares are floated.
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