Bullboard - Stock Discussion Forum Artis Real Estate Investment Pref Shs Series E T.AX.PR.E

Alternate Symbol(s): T.AX.UN | ARESF | T.AX.PR.I

Artis Real Estate Investment Trust is an unincorporated closed-end REIT based in Canada. Artis REIT's portfolio comprises properties located in Central and Western Canada and select markets throughout the United States, including regions such as Alberta, British Columbia, Manitoba, Ontario, Saskatchewan, Arizona, Minnesota, Colorado, New York, and Wisconsin. The properties are divided into... see more

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Artis Real Estate Investment Pref Shs Series E > Relationship between REIT Valuation and Risk Free Rate

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Post by Frankie10 on Aug 05, 2024 10:06am

Relationship between REIT Valuation and Risk Free Rate

Money printer about to go brr.

Canadian 10Y down from high of nearly 4% to now 3%.

US 10Y down from high of 4.7% to now 3.7%.

With respect to valuation, the relationship between REITs and the risk free rate is clear -- we all saw what happened when cap rates went up...

Ladies and gentlemen, grab your popcorn - you are now watching the Samir Manji show. Let's see if he fumbles the ball or puts on a master class of a show.

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Comment by Torontojay on Aug 05, 2024 10:29am

They are a long time away from printing money. The Fed has their hands tied. They still have to do QT which they have telegraphed will continue until the end of year. Bank reserves has to be approximately 11% of the money supply as it was in pre-covid times. Printing more money will ignite inflation fears which brings me to my next point. The Fed has to either choose inflation or a recession and ...more

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Artis Real Estate Investment Pref Shs Series E