Michelle Wearing
Member since: May '19
Portfolio Manager at
Starlight Capital

Latest Top Picks

Owns some of best properties in the world. BAM owns over 50% of it, and they continue to buy more. Trading at 33% discount to NAV. Management team motivated to narrow the discount. Raised distribution every year since the IPO. Target distribution growth of 5-8%. Yield 7.2%. (Analysts’ price target is $31.47)
Office and industrials in Germany and the Netherlands. Advantage over Canadian peers because of negative interest rates in Germany. Yield is 5.9%. (Analysts’ price target is $16.08)
Owns industrial properties in the US. US industrial fundamentals are hot. Valuations imply very attractive valuation, slightly ahead of where it's trading. (Analysts’ price target is $32.85)