5 Demands, Not 1 Less: A Letter To The Independent Directors Of Colony Credit Real Estate

Posted on by John Sheehy

Copied below is the text of my letter to the independent directors of Colony Credit Real Estate.  It advocates for the directors and the corporation to take certain actions.  The text is not intended as investment research. The text expresses my opinions based on publicly available facts, but my opinions are not themselves facts.  For … Continue reading 5 Demands, Not 1 Less: A Letter To The Independent Directors Of Colony Credit Real Estate

Artis REIT: Good Results, But Appreciation Depends On New Strategic Initiatives

Posted on by John Sheehy

Artis 11/6 unit price is a 26% discount to IFRS Net Asset Value of $15.72/unit Artis trades at 8.6 X 2019 FFO, well below the 17X average for all Canadian REITs and 16X average for all US REITs The strategic initiatives announced in November 2018 have been aggressively implemented and the benefits are reflected in … Continue reading Artis REIT: Good Results, But Appreciation Depends On New Strategic Initiatives