Post by
garyreins on Sep 09, 2024 4:59pm
HOW THINGS CAN DERAIL
Manji makes a questionable acquisition and it doesn't bump affo... that much so dividend is cut.. CUD be in the 6s for a long time
Comment by
Northforce13 on Sep 10, 2024 1:39am
"Manji makes a questionable acquisition and it doesn't bump affo... that much so dividend is cut.. CUD be in the 6s for a long time" Yes Post disposition implied cap rate discount ( > 9%) = anything <> buybacks is detrimental to such discount.