Post by
SNAKEYBOY on Apr 30, 2023 12:33pm
Portfolio Map
I spent extensive time this weekend analyzing arti's assets. Artis definitely has a very broad range of assets and diversified over locations, while some look boring others look like they are well located and high-quality buildings. You can check it out here. The good thing about artis is that this does provide it with the ability to continue to crystalize some of the value in their portfolio and execute on their plan, unlike a pure office play that may have limited options right now.
Even retail that are grocery anchored will be able to sell easy IMO.
https://www.artisreit.com/our-portfolio/portfolio-map/
Comment by
InvestSmarter on Apr 30, 2023 12:37pm
How long have you owned Artis? 2 years? It amazes me how people can buy a REIT but haven't looked at all their most substantial properties yet.
Comment by
SNAKEYBOY on Apr 30, 2023 12:41pm
I've owned artis for 6 years but tripled my position recently. I don't analyze every reit as just seeing a picture of a building far away doesn't help I buy I look at debt , payout ratio and historical charts. And stockhouse helps
Comment by
EstevanOutsider on Apr 30, 2023 1:46pm
Agree. Even read "trophy" rated buildings in San Fran still in demand at premium despite turmoil. Keep in mind Artis looming at&t denver building is trophy rated class A... Not the same lump of coal in real estate. 70% of artis office exposure is class a