Jussi, what is the criteria you use to determine if a REIT that makes it into the model portfolio is labeled high, low or medium risk? Also, are volatility, size, and balance sheet the main criteria for determine if a portfolio REIT is assigned to the core or the retirement portfolio? There seem to be 3 or 4 REITs in the core portfolio that seem like candidates for the retirement portfolio also.
It is not so much about volatility. It is more about leverage, asset quality, management alignment, future growth prospects, etc. The probability of the thesis not working out.
Jussi, what is the criteria you use to determine if a REIT that makes it into the model portfolio is labeled high, low or medium risk? Also, are volatility, size, and balance sheet the main criteria for determine if a portfolio REIT is assigned to the core or the retirement portfolio? There seem to be 3 or 4 REITs in the core portfolio that seem like candidates for the retirement portfolio also.
It is not so much about volatility. It is more about leverage, asset quality, management alignment, future growth prospects, etc. The probability of the thesis not working out.
Own cash-flow REITs while inflation still funds landlords.
Cibus down -6% today.
Lots of leverage
Apparently, CEO and CFO bought shares after that -6% crash. Supposedly, some board member did too.
The properties enjoy CPI-based rent escalators so they benefit from higher inflation