1Yr·

With Hannon Armstrong $HASI (-2.76%) a mortgage REIT now joins my shares in the portfolio.

As soon as the price has found a bottom, further follow-up purchases are to follow the initial purchase.

11.08

Hannon Armstrong

Bought x200 at €21.42

€4,284.00

17 Comments

DonaldTruck@DonaldTruck

1Yr

Thanks for sharing. Always interesting what you dig up everything, even if I'm not convinced of everything I'm always happy about a nice incentive to research and occasionally what ends up on the watchlist 👍

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Larsen@meonmonday

1Yr

@7TraderI have also been thinking about buying a mREIT for a long time, but with the current interest rate development I am still very unsure. What was ultimately your decisive point for buying this mREIT?

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Seventrader@7Trader

1Yr

@meonmonday i am not a specialist in mREIT's. I like this one for the following reasons, among others: - the company has existed since the early 80's. - strong growth and P/E ratio heading towards - stronger price loss with high upside potential. Thus, it has grown healthily - strong growth and P/E ratio goes towards 10 - stronger price loss with high upside potential. My buy range is from about € 23 and the position will be built up continuously to about € 15 - falling interest rates in the future would have a positive impact on the figures - inflation reduction act can have a positive impact - strong project partners - shareholders include Vanguard Group, T. Rowe Price, Handelsbanken Fonder, Invesco Capital..... - in addition to the interest business, there are own direct investments, various other receivables, rents and fees - banks and insurance companies are also customers, e.g. to meet their own ESG rating. This issue will become more and more prevalent, so Hannon Bonds can also serve as compensation - large project pipeline with strong partners (Engie, SunPower, Siemens etc.)

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N@Khlmysee

1Yr

You can pump up to date directly. 🫣

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Seventrader@7Trader

1Yr

@Kohlmeyse I would only buy again at around 15-16 euros.

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N@Khlmysee

1Yr

@7Trader I'm buying now for € 18.50 Just so I have it in view and trigger further orders if necessary. 😅

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Seventrader@7Trader

1Yr

@Kohlmeyse haha, maybe it helps something 🤣

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N@Khlmysee

1Yr

@7Trader Do you know why the share is being punished so much right now?

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Seventrader@7Trader

1Yr

@Kohlmeyse today is a bad stock market day, with me almost everything is colored red. in addition, $HASI is traded today ex-dividend. both together then looks brutal 😅

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N@Khlmysee

1Yr

@7Trader You said you would buy at 15-16 euros. Your chance seems within reach. 😅👍

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Seventrader@7Trader

1Yr

@Kohlmeyse right. But now I have to hold back a bit. Have the last week already made quite a few placements

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N@Khlmysee

1Yr

@7Trader ok, then I'll just buy "for you". 😅 Will probably place an order tomorrow.