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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For further details see:
Why You Can Consider The 'Big Yellow'