TSX:TNT.UN - Post by User
Post by
CrazyTraderon Aug 10, 2023 11:36am
98 Views
Post# 35581823
The Problem For This Sector IS....Timing of Cash Flow
The Problem For This Sector IS....Timing of Cash Flowand Crazy Propoganda. Problem is NOT the Profitablity/Business Model, Company can raise rents.
As it has always been, debt/mortages comes up for renewal and company renews, and when leases come up for renewal company assess rent increases, and raise rents accordingly.
The Media went into Propoganda over drive with doom and gloom.... but there's a simple solution to rising interest rates..........RAISE RENTS!!!!!
Now problem is the timing of increase debt payments and increase in rents.
Sector should have started rasing rents earlier but they probably underestimated the rate increases so now there's going to be atleast couple years of low profitablity until more leases come up for renewal and rents increased.
All just my opinion/view/thinking.