Packer16 Posted March 6, 2016 Share Posted March 6, 2016 I have put together an analysis that appears to imply that lower expense ratio REITs outperform higher expense ratio REITs in all categories except retail. I have also estimated the impact of lower costs on P/FFO and in most cases the lower fee funds are undervalued at today's prices. The only exception is NNN REITs, which appear to be undervalued in general due to P/FFO being lower than the other sectors but they have longer lease terms. Just wanted to get folks feedback on this as I have not seen REITs examined on an expense ratio basis before. Thanks. PackerREIT_Expense_Ratios.xlsx Link to comment Share on other sites More sharing options...
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