A
Ally

This is such a interesting read, the three metrics Iggy uses is practical and reliable. Every REIT is bound by debt to purchase their assets, and when interest rates are high the unit holders see the impact via a falling DPU. Do you ever bypass your metrics (eg a REIT with a higher gearing) due to a higher dividend yield ?

C
Captain Leo
Bridgers' Stories EP02 | How a Singapore Course Head Invests by Three Numbers and One Honest Exception

A delisted stock once mailed him a share certificate worth precisely nothing. Since then, every REIT he buys has to clear three numbers he refuses to argue with.

LONGBRIDGE BRIDGERS'S STORIES 02 EPISODE NAME @Thelnvestinglguana 一 FOCUS REITs

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