12/11/2024, 07:29 AM UTC
房地产收入公司近期表现不佳可能即将结束Realty Income's Recent Underperformance Is Likely Coming To An End
1、房地产收入公司近期表现不佳归因于高利率、租户相关问题和不利租赁条款;2、尽管面临挑战,自由现金流保持稳定,租户显示出积极的指标;3、房地产收入公司估值偏低,市盈率为13.34倍,内在价值为每股66.12美元;4、认为该REIT的问题为暂时性,预计利率将下降,零售支出将恢复。1. Realty Income's recent underperformance is attributed to higher interest rates, tenant-related issues, and unfavorable lease terms; 2. Despite challenges, free cash flow remains stable and tenants show positive metrics; 3. Realty Income is undervalued with a price-to-AFFO ratio of 13.34x and an intrinsic value of $66.12 per share; 4. The REIT's issues are seen as temporary with expectations of interest rates falling and retail spending recovering.---
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