Goldman is pushing with other CEOs for a quick return to office. Does not like the WFH mentality. “It’s an aberration that we are going to correct as quickly as possible,” “This is not ideal for us, and it’s not a new normal,”
The rotation to reopening appear to just be starting. Now known as "The Great REIT-Opening".
- Canadian REITs have had government support through "CERS" paying up to 90% of business' rent and related expenses. Those businesses must pay the landlord their rent as part of receiving government funding. This is one of the BEST programs in the world to keep business' paying rent and keep them alive for the REIT-Opening. - Canadian REITs are the perfect hedge against a weakening US Dollar. Canada is commodity driven, and the loonie has been strengthening against the greenback as commodities rise. - Canadian Real Estate is not saturated like the USA. For retail, 23.5 Sq Feet per capita in the USA. 16.8 Sq Feet per capita in Canada. - Canada land is highly concentrated in major markets. Specifically Vancouver, Toronto(GTA), and Southern Quebec/Montreal. Land is very limited in these areas due to Oceans/Lakes, US Boarder, and Mountains. - Canadian REITs have some of the lowest leverage and extremely high liquidity for their market cap, making them some of the safest REIT-Opening plays and are incredibly undervalued to NAV. - REITs in general have been refinancing at record low rates, and is working as a natural tail wind to earnings. - M&A and Buybacks are going to be the story in 2021 as the record amount of liquidity on these balance sheets are put to work.
HR.UN, REI.UN, D.UN, AP.UN, SRU.UN, SOT.UN, MRT.UN, MR.UN remain very beat up to NAV, yet Year over Year revenue and FFO has been minimally impacted. These REITs have serious upside in the REIT-Opening Trade.
Americans and Canadians should consider these names in their portfolio for a weakening US Dollar vs CAD Dollar, and as a natural inflation hedge. These all pay distributions monthly. New land cannot be made. It is limited, and Canada's land is very limited to these key areas.
@WaltBTIG tweet today. What is he trying to say here? Does this change the synergies between T-Mobile and Sprint assuming that they merge? 👇 The wireless industry is on the cusp of a #5G capital investment cycle that looks increasingly more likely to rely on towers and mid-band spectrum than small cells and mmWave spectrum. $SBAC $AMT $CCI btigresearch.com/
G
$CCI conversation
I would like to buy CCI at $80/share. Let's see if we can get there. This is one of Bill Gates top 15 stocks, 2.7% of his stock portfolio (see story below), he's not a stupid man. Stock was over $100/share 3 months ago. Just raised the dividend to $0.95/share. Revenue is locked up in long term contracts, mobile data usage increasing daily, CCI distributes 90% of it's FFO , dividend is approximately 4.5 %. OK ........what am I missing here????
B
$CCI conversation
Telecom is falling out of favor as sector rotation is moving away from safety so stocks like CCI and AMT are being effected.............unfairly IMO.
T
$CCI conversation
Why did the stock run up so much recently under no news? Catching up from last earning? It was good earning but stock dropped afterward, which was weird... and now it is bouncing higher like earning just out yesterday -_- weird market... almost seem like manipulative. Good earning = drop. Then they rack up cheaper shares, and then stock spike for no reason later.
B
$S CEO @marceloclaure says only half of their cell sites have 2.5 GHz and that they will put all bands on all cell sites. $CCI $SBAC $COMM
Z
$CCI conversation
CCI getting closer to my buy price.
T
$CCI conversation
sea turtles r endangered, horrible comp. anyone know anything about CCI. P/E of 92.39 doesn't inspire confidence in my world
this stock will keep edging up..just bought a private company hiring new employees..Will only keep rising big company with big plans..
H
$CCI conversation
A break of 97.30 could move it up to 113.65 in short term. Bullish technical indication at stoxline.
Z
$CCI conversation
Looks like the run up was due to the ex-date. Have been watching this stock for a while. Waiting for it to come down a bit more before investing. Looking for about $95.
“It’s an aberration that we are going to correct as quickly as possible,”
“This is not ideal for us, and it’s not a new normal,”
https://www.forbes.com/sites/carlieporterfield/2021/02/24/its-not-a-new-normal-these-ceos-are-pushing-for-a-return-to-the-office/?sh=118e96f041f7
$MAC $SPG $BXP $STOR $BPY $AMT $CCI $PLD $CIO $SPG
https://www.reit.com/data-research/research/nareit-research/2021-reit-outlook-economy-commercial-real-estate
$CIO $BXP $BPY $SLG $HPP $HIW $CLI $SPG $AMT $CCI $PLD $PSA $EQIX $WELL
- Canadian REITs have had government support through "CERS" paying up to 90% of business' rent and related expenses. Those businesses must pay the landlord their rent as part of receiving government funding. This is one of the BEST programs in the world to keep business' paying rent and keep them alive for the REIT-Opening.
- Canadian REITs are the perfect hedge against a weakening US Dollar. Canada is commodity driven, and the loonie has been strengthening against the greenback as commodities rise.
- Canadian Real Estate is not saturated like the USA. For retail, 23.5 Sq Feet per capita in the USA. 16.8 Sq Feet per capita in Canada.
- Canada land is highly concentrated in major markets. Specifically Vancouver, Toronto(GTA), and Southern Quebec/Montreal. Land is very limited in these areas due to Oceans/Lakes, US Boarder, and Mountains.
- Canadian REITs have some of the lowest leverage and extremely high liquidity for their market cap, making them some of the safest REIT-Opening plays and are incredibly undervalued to NAV.
- REITs in general have been refinancing at record low rates, and is working as a natural tail wind to earnings.
- M&A and Buybacks are going to be the story in 2021 as the record amount of liquidity on these balance sheets are put to work.
HR.UN, REI.UN, D.UN, AP.UN, SRU.UN, SOT.UN, MRT.UN, MR.UN remain very beat up to NAV, yet Year over Year revenue and FFO has been minimally impacted. These REITs have serious upside in the REIT-Opening Trade.
Americans and Canadians should consider these names in their portfolio for a weakening US Dollar vs CAD Dollar, and as a natural inflation hedge. These all pay distributions monthly. New land cannot be made. It is limited, and Canada's land is very limited to these key areas.
$MAC $SPG $BXP $STOR $BPY $AMT $CCI $PLD
$MSFT $GNPX $MA $CCI $RTN
👇
The wireless industry is on the cusp of a #5G capital investment cycle that looks increasingly more likely to rely on towers and mid-band spectrum than small cells and mmWave spectrum. $SBAC $AMT $CCI btigresearch.com/