BYLOF - Why You Can Consider The 'Big Yellow'

2024-03-06 04:02:22 ET

Summary

• European REITs, including Icade and Gecina, present investment opportunities despite volatility in the market.
• Big Yellow Group, the largest self-storage business in the UK, is an attractive investment due to its market position and growth potential.
• The company's solid fundamentals, including strong occupancy rates and rent growth, make it a compelling buy at a discount to its NAV.

Dear subscribers,

I consider European REITs to be more volatile than their American counterparts. While some of them certainly are justified as being volatile for exposures to things like CRE, I also believe many of them to be somewhat misunderstood. Icade ( OTCPK:CDMGF ) is a good example of that, a REIT where I recently bought more. Gecina ( OTCPK:GECFF ) is another good example. While the European real estate segment is currently in a downturn, this creates what I believe to be excellent investment opportunities for the next 5-15 years.

That's why I am buying the aforementioned French REITs, and why I have been looking at other REITs as well....

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