CRESY - The Asset Allocator: International Real Estate And Commodities At A Reasonable Price (Podcast)

March, 23 2021 07:00 AM Cresud S.A.C.I.F. y A. American Depositary Shares each representing ten shares of Common Stock

The Argentine conglomerate Cresud lies at the intersection of real estate and commodities, sectors that tend to do well in periods of changing inflation expectations.
In times of rising inflation, it is often much harder to obtain financing for real estate purchases. That increases retention and demand for residential and commercial rental properties.
Thus Cresud stands out as a company with important assets at a time like this, despite its small market cap of $380 million and its P/E of just 5.
And yet, there are three things that worry me about this investment.

For further details see:

Company Name:	Cresud S.A.C.I.F. y A. American Depositary Shares each representing ten shares of Common Stock
Stock Symbol:	CRESY
Market:	NASDAQ
Website:	cresud.com.ar