1Yr·

A 2nd tranche. Would not have thought that the 2nd tranche comes so quickly😅 I stock up but still like cheaper if nothing has changed in the business.

03.08

NNN REIT

Bought x16 at €36.85

€589.60

4 Comments

N@Khlmysee

1Yr

Why that and not realty income? Do you see more potential?

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Dominik@JackillHyde

1Yr

@Kohlmeyse I like the financial side of NNN much better. Longer maturities of liabilities. In addition, a somewhat higher occupancy rate. In principle, I also trust them to achieve higher growth, as they are still somewhat smaller than Realty.

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N@Khlmysee

1Yr

@JackillHyde The best thing to do is to test the 7-day premium and benchmark both REITs. The first starting point is 2003 and both in volatility and overall performance, Realty is doing much better. Just as a quick note. 😊 Don't get carried away by the 0.5% more dividend. You'll easily recoup that with Realty's performance. If that was also a motivator.

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N@Khlmysee

1Yr

@JackillHyde as far as the fundamentals are concerned: i'll do some research and read up. it's quite possible that the share is strongly undervalued when i look at the comparison of the two P/E ratios and the EPS (which is very rudimentary for now).

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