TSX:AX.PR.E - Post by User
Post by
garyreinson Jun 28, 2024 7:45pm
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Post# 36111680
artis public securities
artis public securitiesI cant comprehend how manjis is betting on d and fcr when they offer a "lower yield" > debt price, and have to rely on capital gains with it being difficult to sell the stake in public markets.
I would think he should have chose BTB and PRV....get a 8.5-10% dividend, better for AFFO, with an additional 25-35% in upside, alternatively, he could legitimately try to buy these "small caps" out for a couple hundred M and bring all the assets into artis somehow
seemed like a more reasonable appraoch to his public reit betting