Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: JohnyP who wrote (64998)	9/30/2020 10:07:51 AM
From: E_K_S	Respond to of 78774

Some of these REITs will disclose their Cap rate on new properties bought and or projects under construction. I then compare that to the long term interest rates 10 year and 30 year. With historical interest rates, the Cap rates look really good, add value (especially if REIT leveraged). FWIW, I do not like over leveraged projects/properties. I look at revenue streams (especially from different projects/divisions) as a measure of future value. Rev PAR and AFFO for REITs. If those revenue streams are growing a big plus too. When you throw a COVAD event into the mix, it really upsets the perceived value and future revenue streams. EKS