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Replacement Cost
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Replacement Cost
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CF
Cheap nitrogen toll-road on cheap U.S. gas, with a free clean-ammonia option.
Buy · 2026-05-03
DOC
Healthcare REIT trading near base-case IV; AFFO is the right lens, not GAAP earnings.
Hold · 2026-05-03
KIM
Grocery-anchored landlord at 84 cents on the dollar — fine, not exceptional.
Buy · 2026-05-04
MAA
A boring Sunbelt apartment toll bridge selling at the bottom of its IV range.
Buy · 2026-05-04
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