P/AFFO is relevant mostly to REITs. Use P/E for other companies but also I will suggest using Discounted Cash Flow as a model for valuation. Don't valuate all companies with the same model
look for similarities in the structure and the way they operate. For example, if you're looking at a healthcare REIT, you will want to use other healthcare REITs as comparables and ideally they would be close to the same size.
how can you say that 34.87 is an intrinsic valuation when all of your inputs are relative valuations? P/AFFO is simply a multiple.
The seeking alpha doesn't show the P/AFFO for most of the stocks. Is there any alternative website for getting it?
P/AFFO is relevant mostly to REITs. Use P/E for other companies but also I will suggest using Discounted Cash Flow as a model for valuation. Don't valuate all companies with the same model
If it doesn’t show P/AFFO it probably isn’t a REIT
Do you update your changes to your portfolio in your YT videos only?
I also talk about the moves in my newsletter: dividendology.substack.com/
Thanks for the video. Why use the FFO payout ratio instead of an AFFO payout ratio?
I love your analysis and valuations of stocks and reits. Good job👌 Could you do an analysis of Wpcarey Reit?!
the NOI does not include the gains on the sale of properties, plus the debt isn't at fair value, how should we adjust?
When you say, "find reits that are very similar to doc," which metrics are you using to compare the reits?
look for similarities in the structure and the way they operate. For example, if you're looking at a healthcare REIT, you will want to use other healthcare REITs as comparables and ideally they would be close to the same size.
How i can download this model
You can download it on my patreon page! Link in description!
I wasn’t able to find it on ticker can you help me
Why does your model suggest "Sell" when the Current Price is less than the intrinsic value? Doesn't that suggest there's more room for growth?
Depends on your margin of safety.
How can I get this template?
You can download it on Tickerdata.com !
What is a "cap rate"?
Does anybody recommend any Reits that pay monthly that is under $25 a share
why $25?
buy based on market capitalisation of entire company relative to profits. not one uit share price.
HRZN
whitestone
@Hex Enrique Please don’t buy AGNC 🙏
Yes it’s called DYOR (Do Your Own Research). Never buy something because some “expert” on YT or FB says so. They don’t🎉 care if you lose your money.