RE:Bloomberg Chiara Groupe matchDosn't matter where they mark their assets... market is giving them a weighted avg cap rate of just over 8%... this is consistent with Allied with an implied cap rate just under 8%... Allied is significantly less levered post UDC sale, while Dream is more levered post SIB... I attribute the difference in risk premium to risk and not quality of assets. Both present great value at current prices in my humble opinion - I have bought both in the $21 and $13 range, respectively.