11-11-2015, 05:35 PM
The 2 biggest risk are declining Euros and default by its 2 counterparties. However, when I look at the positives - freehold assets leased to blue chip counterparties for multi year leases, low cost of debt at 1-2%, yields of 9 - 10%, potential for expansion due to the large spread between asset yield and debt cost - it does seem to be attractive. I acquired IREIT shares at low 60s. Not really accumulating much since then.
(Vested)
(Vested)
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.