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
$布兰迪维因房地产信托(BDN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-22-024760 Size: 5 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: 0001209191-22-024763 Size: 4 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: 0001193125-22-090868 Act: 34 Size: 121 KB 网页链接
$布兰迪维因房地产信托(BDN)$ DEF 14A Other definitive proxy statements Accession Number: 0001193125-22-090853 Act: 34 Size: 11 MB 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: 0001209191-22-016381 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: 0001209191-22-016351 Size: 6 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: 0001209191-22-016366 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: 0001209191-22-016370 Size: 6 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: 0001209191-22-016337 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: 0001209191-22-016345 Size: 4 KB 网页链接