CU CUBE CubeSmart 로딩 중... : 애널리스트의 강세 및 약세 의견

작성자는 금리 우려로 인해 CUBE, CPT 같은 금리 민감 섹터와 REITs를 숏하고 있습니다.

Marketing spend is being used explicitly as a lever to drive move-in rates, indicating that companies with the balance sheet to fund marketing have a competitive advantage in the current demand environment. — This signals that marketing ROI is high and that the demand recovery is partly a function of customer acquisition spend, which could pressure NOI margins for players that are not able or willing to invest at this level.