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Strategies & Market Trends : Value Investing
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E_K_S
To: E_K_S who wrote (71484)11/1/2022 1:34:47 PM
From: Grommit1 Recommendation   of 78704
 
Office REIT data

here is some CIO data with some other office reits. the P/FFOs are related to the debt levels. except for CIO. This rule holds for more than just the REITs listed here and appears to be a general rule. (i.e. also true for FSP, BXP, ESRT, KRC, PGRE...)

Yellow -- office reits with higher leverage have P/FFO around 5.
Green -- reits with lower leverage have P/FFO 7-9.
except CIO - an outlier -- higher debt but PE with the lower debt group.
So there are better value plays. I'd also I'd prefer more substantial mkt cap size.

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