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Bullboard Post History

by SNAKEYBOY


T.AX.PR.E

RE:Artis Office Assets

I believe getting $ for some office buildings is what will make or break the...

September 23, 2023

T.AX.PR.E

Artis Office Assets

Can anyone pull any data that can tell whether selling office assets...

September 23, 2023

T.NWH.DB.G

Strategic Transactions

I wonder what the actual "goal" of them are: Significant...

September 23, 2023

T.D.UN

If this is going to $8.00....

Market cap = $300.  Thats probably the value of their crown jewel...

September 22, 2023

T.D.UN

6.75x FFO multple

D.UN is now joining TNT/SOT valuation territory (not there yet but getting...

September 22, 2023

T.AX.PR.E

RE:RE:Would be nice if Manji gave a strategic review update

Or public security sales. Crazy how manji has so much renewals this year and...

September 22, 2023

T.NWH.DB.G

Just got to sit back and enjoy losing money

REIT dividend cuts, stocks in free fall. Ah well, painful medicine for X...

September 22, 2023

T.AX.PR.E

Would be nice if Manji gave a strategic review update

Unless a privitization for entire reit is being finalized, which would...

September 22, 2023

T.NWH.DB.G

Still 2 parts to this story

First of all, with PDL gone and the new CEO, it's "business as usual...

September 22, 2023

T.NWH.DB.G

RE:RE:PDL

mostly cause reits are hated right now and love to be punished.  but at...

September 22, 2023

T.NWH.DB.G

PDL

Him buying 2 million shares at 7ish made no sense After today's...

September 22, 2023

T.NWH.DB.G

RE:RE:Analysis

Dividend is permanently cut.  At best they bump it a a few % every year...

September 22, 2023

T.NWH.DB.G

RE:RE:Analysis

Yup. Hopefully at $5 even, 10x affo and 7% yield is a reasonable floor. ...

September 22, 2023

T.NWH.DB.G

Analysis

"We expect affo to be 0.16 to 0.20 lower in 2024". I'm...

September 22, 2023

T.NWH.DB.G

5% NOI GROWTH

The REIT's portfolio continues to perform well. Operationally, the REIT...

September 22, 2023

T.NWH.DB.G

RE:RE:RE:RE:$5s is the time to load up!!!!!!!!!!!!!!!!!!!!!!!!!!

It could be argued that nwh is in a better camp... recession proof assets...

September 22, 2023

T.NWH.DB.G

Brazil and US portfolios

Does anyone have a value of what they are worth respectively? Wondering how...

September 22, 2023

T.NWH.DB.G

RE:Death Spiral

Many REITS are selling "non core" assets these days, not unique to...

September 22, 2023

T.NWH.DB.G

Lets be real

If thinks under $5 someone somewhere is going to make a hostile  bid...

September 22, 2023

T.AX.PR.E

Manji is my last hope

NWH announces distribution cut with strategic review to sell off portfolios...

September 22, 2023