tag:blogger.com,1999:blog-693329366744164363.post4561843714715813532..comments2024-01-23T22:58:52.799+08:00Comments on AlpacaInvestments: How Do We Analyse REITs - A detailed look at factors driving a REIT's valueAlpacainvestmentshttp://www.blogger.com/profile/01722409152091295954noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-693329366744164363.post-65097927336706852762020-03-28T21:18:16.698+08:002020-03-28T21:18:16.698+08:00Hi, I am a REIT lover too. I seldom see people ana...Hi, I am a REIT lover too. I seldom see people analyze REITs with projected P&L with your detail, which is very nice. For valuation, besides DDM, I seen books and online shown various way like DCF, relative, NAV OR yield based. Both DDM and DCF is very sensitive to input, one slight change in input will result in large different intrinsic value. Vincehttps://www.blogger.com/profile/09734805665077159012noreply@blogger.com