TSX:AD.DB.A - Post by User
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SunsetGrillon Jul 29, 2021 9:46am
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Post# 33620358
RE:RE:RE:RE:RE:payout ratio and book value
RE:RE:RE:RE:RE:payout ratio and book valueDinkle: Recall last conf call Alaris stated they have already committed the redemption money from Kimco and Federal to the latest investments.
I think Body Contours still has a least one more tranche of investments (if not two - if they meet growth targets) that are quite significant. See if lhe lone holdout (Scotia) up target tomorrow after call
babedinkleman wrote: It was a small hike.....but somewhat strange timing I will admit. If both Federal and Kimco redeem (as they are predicted to) I would expect the payout ratio would climb back to north of 70%? Not that they won't redeploy that money mind you. Currently they are basically out of any meaningful ability to fund any deals....which given the state of their current stable of investments isn't necessarily a bad thing..... but some room if a great opportunity came along is always nice.