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
8-K - Current report Filed: 2012-02-01 AccNo: 0000790816-12-000004 Size: 19 KB Item 1.01: Entry into a Material Definitive Agreement Item 1.02: Termination of a Material Definitive Agreement 网页链接
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2012-01-27 AccNo: 0000932471-12-000852 Size: 36 KB 网页链接
8-K - Current report Filed: 2012-01-12 AccNo: 0000790816-12-000002 Size: 140 KB Item 7.01: Regulation FD Disclosure Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits 网页链接