REIT liquidations Loading... : Investor Sentiment and Bull/Bear Views

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13:58
Feb 03
Bill Chen Co-founder, Sina Finance Yet Another Value Podcast
REIT liquidations offer fast dislocated returns.
There is a unique wave of REIT liquidations that Bill sees as very dislocated on a risk-adjusted basis. He buys liquidating REITs around $10, expects about half the cash back within one to five months from asset sales/balance-sheet cash, and underwrites at least 20% upside. Because cash returns quickly, he has raised gross exposure to 110-130% for the first time.
HIGH

About REIT liquidations Investor Commentary

Across the available history and selected sources, Buzzberg tracks REIT liquidations across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Bill Chen.