Post by
garyreins on Apr 04, 2024 6:07pm
"Find its footing"
I dont think I see anything of that nature yet. They sold minimal assets and having higher interest in 2024 makes payout ratio 100% (9 cent affo), market will not appreciate this or the prospect of another cut.
Until the stragegic review does something meaningful with a major portfolio sale or breakup we are reliant on lower rates...doest seem many are baked in right now (if at all)