WA
Consensus Narrative from 11 Analysts
Bankrupt Tenants Like True Value Will Impact Net Lease REIT's Future Cash Flows
Key Takeaways Increased competition in North America could pressure cap rates, complicating future asset acquisitions and affecting revenue growth. Uncertainty in tenant credit and potential rent disruptions from bankrupt tenants like True Value may impact net margins and cash flow unpredictably.
View narrativeUS$60.18
FV
6.7% undervalued intrinsic discount7.17%
Revenue growth p.a.
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about 1 month ago author updated this narrative