Reit Affo

Tagged analyses

depth score: 0

EQIXBest-in-class interconnection moat, but priced at 1.74x intrinsic value with mid-single-digit ROIC.

Avoid · 2026-05-04

CCIA simple US tower REIT trapped in a complex restructuring; wait for cleaner numbers.

Hold · 2026-05-03

EXRAmerica's largest storage REIT, fairly priced for a sector at cyclical bottom.

Hold · 2026-05-04

HSTTrophy hotel REIT trades at a discount, but the asset class is structurally cyclical.

Hold · 2026-05-04

ARECheap-looking lab REIT trades at 36% of base IV but the moat is leaking.

Hold · 2026-05-03

CPTQuality Sunbelt apartment REIT trading near fair value while supply digests.

Hold · 2026-05-03

INVHA levered landlord trading at half of base IV, but moat is rented, not owned.

Hold · 2026-05-04

DOCHealthcare REIT trading near base-case IV; AFFO is the right lens, not GAAP earnings.

Hold · 2026-05-03

AMTToll-road on mobile data, trading at 82% of base IV after the painful pivot.

Hold · 2026-05-03

AVBBest-in-class coastal apartment REIT trading 27 percent below base intrinsic value.

Buy · 2026-05-03

FRTA trophy-grade retail REIT trading rich for what is, at best, a 5-6% AFFO compounder.

Hold · 2026-05-04

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