目前现金0.3亿,房地产28.1亿,总负债24亿,差值为4.4亿,差值和负债比有点太少,意味着风险很高。
目前市盈率16.1,市盈率TTM为35.5,如果按5年平均净利1.1亿计算,市...查看全文
独立思维投资2022-08-11 22:59
$沃纳多房地产基金(VNO)$ $格林不动产(SLG)$ $布兰迪维因房地产信托(BDN)$
因为加息和wfh,美国的办公楼房产信托自2月份大跌30-40%,股息率都冲到7-8%。如果今年底前停止加息,fed rate 3.5%左右见顶,3.5%-4.5%风险溢价应该有逐步下调的空间。查看全文
$布兰迪维因房地产信托(BDN)$ 8-K Current report, items 1.05 and 5.02 Accession Number: 0001193125-24-133132 Act: 34 Size: 191 KB 网页链接
$布兰迪维因房地产信托(BDN)$ DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material Accession Number: 0001193125-24-133138 Act: 34 Size: 9 KB 网页链接
$布兰迪维因房地产信托(BDN)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0000790816-24-000022 Act: 34 Size: 10 MB 网页链接
$布兰迪维因房地产信托(BDN)$ 8-K Current report, items 2.04, 8.01, and 9.01 Accession Number: 0001193125-24-107178 Act: 34 Size: 257 KB 网页链接
$布兰迪维因房地产信托(BDN)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0000790816-24-000017 Act: 34 Size: 516 KB 网页链接
$布兰迪维因房地产信托(BDN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-045230 Size: 4 KB 网页链接
$布兰迪维因房地产信托(BDN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-045238 Size: 4 KB 网页链接
$布兰迪维因房地产信托(BDN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-045235 Size: 4 KB 网页链接
$布兰迪维因房地产信托(BDN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-045219 Size: 4 KB 网页链接
$布兰迪维因房地产信托(BDN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-045216 Size: 5 KB 网页链接