新增数据:23Q3,23Q4,营收和利润基本稳定了下来。
2023年净利润受资产出售亏损以及信贷损失准备金影响大幅萎缩78%。
目前市盈率37,5年平均净利萎缩到1.4亿,对应市盈率为10.9,股息率13%,估值吸引力不大。查看全文
DrakeSun2020-01-02 20:09
一百万搭建一个实盘,每月收息流组合,能做到年化30%。无脑看好降息低息周期中美国住房按揭市场,和相关高分红产品的表现。$阿波罗房地产金融(ARI)$ $奇美拉投资(CIM)$ $MFA抵押投资(MFA)$
具体策略如下:
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狸哥很懒2018-02-21 02:23
回复@A凛冬之光A: 这是一个玩贷款吃息差的reits,并不直接持有任何物业,对这种reits研究不多,肯定是会受加息影响的。个人更喜欢有实在物业的reits, 但它过去一年的表现还是挺强的,不知什么原因。另外它是外部管理,这也是很多reits投资者不太喜欢的模式,外部管理意味着利益不一定完全一致,而...查看全文
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000028 Size: 5 KB 网页链接
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000026 Size: 6 KB 网页链接
$阿波罗房地产金融(ARI)$ 144 Report of proposed sale of securities Accession Number: 0001950047-24-003081 Act: 33 Size: 5 KB 网页链接
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000024 Size: 4 KB 网页链接
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000018 Size: 4 KB 网页链接
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000019 Size: 5 KB 网页链接
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000020 Size: 4 KB 网页链接
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000021 Size: 4 KB 网页链接
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000022 Size: 4 KB 网页链接
$阿波罗房地产金融(ARI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001467760-24-000023 Size: 4 KB 网页链接