Hmm, it's my only single position at the moment. The purchases have not really influenced the share price so far. But it seems to me to be a good opportunity. At the moment, stagnating interest rate changes are priced in, the company seems to continue to pay its dividends from FFO according to my research as a layman and the new shares thrown onto the market actually seem to finance new acquisitions. Do you have a personal assessment of the situation?
@SchlaubiSchlumpf Realty actually has the position to generate growth from FFO, so it is relatively healthy and even if my equity is more favorable, in my opinion they are favorably valued due to the current situation.
@SAUgut77 I actually have my eye on that too. I'll have to think about whether I should continue to build up Realty (3% km portfolio) or open a new position. Vici would be one of the No. 1 candidates
@Smudeo Correct so far, although interest rates and the Fed were the main concerns. That was actually the case for the entire REIT sector.... and are just good buy prices.
@SchlaubiSchlumpf The interesting thing was actually the fact that ~ 70% of the shares are now held by institutional investors.
