Opinions
Michelle Wearing
Duke Realty Corporation
DRE-N
PAST TOP PICK
Aug 22, 2019
(A Top Pick May 30/19, Up 12%) A play on the strong US industrial market. They enjoyed double-digit growth on their leasing. They raised 2019 guidance. US industrial fundamentals remain strong with vacancies at 7%. They have a solid development pipeline.
$33.395
Stock price when the opinion was issued
property mngmnt
investment
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
WAIT
US REIT. US REITs are pricing in a pretty strong recovery. If recovery was 3% GDP growth, REITs would still be trading at about 10% premium. Look for it to pull back 5-10% before buying. They’ve sold assets and cut distribution recently. They’ve cut back on merchant development. When the dust settles, there will be an opportunity to buy 5-10% lower. Buy in the 8’s
property mngmnt
investment
TOP PICK
Has been the place to be in the last year or two – real estate. After sub-prime and flash-crash, banks have been abandoned in the US. REITS are doing well in the US. Sees it renewing itself. A very good play to participate in the US recovery. Very cheap compared to other REITS modest debt.
property mngmnt
investment