Home Forums Ideas and Valuations Real Estate Gramercy Kudos

This topic contains 1 reply, has 2 voices, and was last updated by  Robert Ruggirello 10 months, 3 weeks ago.

  • #9525


    All the best to Robert for his Gramercy recommendation. Like Erik says, “my only regret is not buying enough.”

    I look forward to his STOR analysis. No pressure there……


    Robert Ruggirello

    That is my regret as well. In fact, we started buying at higher prices so you probably did better than we did!

    Also, this now creates a problem for us because we lose a high yield, and our mis-priced exposure to the sector. The rest of the sector has been driven higher by outstanding earnings results, and two acquisitions DCT and GPT.

    We will cover STOR on Friday.

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