TSX:AX.PR.E - Post by User
Comment by
Frankie10on Feb 23, 2024 9:35am
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Post# 35895302
RE:RE:RE:One week today is EARNINGS
RE:RE:RE:One week today is EARNINGSBrilliant post DZ. I have my levered cashflow modelled out and have a variable cell that accounts for how many interest rate hikes I can endure before I begin to breakeven on a monthly basis. I've never played with distribution cuts but the model is very simple and robust... just cut the Artis distribution in half and I'm still cashflowing a couple hundo a month... cut Artis to zero and I'm -50 a month, call it breakeven... I acknowledge cuts plus hikes would put me in a percurious position where I would have to fight my way out of a hole using earned income. But that's literally why I took the job and stopped analyzing REITs last Nov. IMHO I think anybody who uses leverage should have a financial advisor over their shoulder simply as a second pair of eyes. I don't like or respect many people so I build excel models to help me. Hearing the wise thoughts of you and a few others on here certainly do inspire those models as you've just done with your post. Thank you for that sir. You help me probably more than you know.