Post by
garyreins on Mar 15, 2024 12:28pm
CC
Guy asked about payout ratio of 100% and what they think about that going forward. said paying high debt from asset sales may help it a bit....
Does anyone think the strategic review is actually going on? or are they executing it now and just not communicating that its over until they fully restrcuture?
Comment by
spacegimp on Mar 15, 2024 12:49pm
That 4 cent adjustment to AFFO you mention , does that factor in the hedging they appear to have on $1.6 billion going well into 2025 ?
Comment by
garyreins on Mar 15, 2024 1:04pm
I have no idea but they were explicit in saying AFFO would be 9 cent going forward all else being equal, unless they can be accretive sales and capital allocation