Andrew Moffs
Member since: Nov '19
Senior Vice President and Portfolio Manager at
Vision Capital
Vision Capital
24 Opinions
Latest Top Picks
A sector he likes – apartments – a location he likes – US sunbelt. It is affordable apartments. It is very defensive. Everyone needs a place to live. Management is highly aligned. They are adept at operating. There is 30% upside. (Analysts’ price target is $16.25)
Temperature controlled warehouses. They are an integral part of the food chain. There is high demand for their space. There is no new supply in this space. It trades at the same multiple as an industrial warehouse but has double the growth. (Analysts’ price target is $39.79)
He likes the industrial space and management. They are adept at creating value. They have a pristine balance sheet. They can go on the offense and make acquisitions. He sees value in their Magna leases. (Analysts’ price target is $69.93)
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Your ReactionSignal
Opinion
Expert
Chart
BUY
BUY
November 4, 2019
He likes this stock and this sector. They simply rent out land for an RV or home. There is high demand but people don’t want another trail park in their community. You only provide electricity and water.
He likes this stock and this sector. They simply rent out land for an RV or home. There is high demand but people don’t want another trail park in their community. You only provide electricity and water.
REAL ESTATE
BUY
BUY
November 4, 2019
A global medical office REIT. Competent management and a good niche sector that they operate in. They recently issued equity and so that caps upside. The risk here is they are investing globally and so taking on a lot of currency risk. They don’t hedge currencies.
A global medical office REIT. Competent management and a good niche sector that they operate in. They recently issued equity and so that caps upside. The risk here is they are investing globally and so taking on a lot of currency risk. They don’t hedge currencies.
REAL ESTATE
BUY
BUY
November 4, 2019
One of the largest REITs in the US. They are doing interesting things for a company this large. They have long leases. They are trying to branch out. They went abroad and made an interesting investment in the grocery space.
One of the largest REITs in the US. They are doing interesting things for a company this large. They have long leases. They are trying to branch out. They went abroad and made an interesting investment in the grocery space.
REAL ESTATE
DON'T BUY
DON'T BUY
November 4, 2019
It is an externally managed company and they are good operators in what they do. They own retail centers in secondary markets. He is not bullish on retail and secondary markets are not where you want to invest.
It is an externally managed company and they are good operators in what they do. They own retail centers in secondary markets. He is not bullish on retail and secondary markets are not where you want to invest.
REAL ESTATE
BUY
BUY
November 4, 2019
Very competent management. He likes them a lot. This space is the most correlated to interest rates. He does not think they are going higher. The 3% yield is safe, however. It is trading at a premium to net asset value so grows accretively and he is comfortable owning this stock.
Very competent management. He likes them a lot. This space is the most correlated to interest rates. He does not think they are going higher. The 3% yield is safe, however. It is trading at a premium to net asset value so grows accretively and he is comfortable owning this stock.
REAL ESTATE
HOLD
HOLD
November 4, 2019
property mngmnt/investment
TOP PICK
TOP PICK
November 4, 2019
A sector he likes – apartments – a location he likes – US sunbelt. It is affordable apartments. It is very defensive. Everyone needs a place to live. Management is highly aligned. They are adept at operating. There is 30% upside. (Analysts’ price target is $16.25)
A sector he likes – apartments – a location he likes – US sunbelt. It is affordable apartments. It is very defensive. Everyone needs a place to live. Management is highly aligned. They are adept at operating. There is 30% upside. (Analysts’ price target is $16.25)
REAL ESTATE
TOP PICK
TOP PICK
November 4, 2019
Temperature controlled warehouses. They are an integral part of the food chain. There is high demand for their space. There is no new supply in this space. It trades at the same multiple as an industrial warehouse but has double the growth. (Analysts’ price target is $39.79)
Temperature controlled warehouses. They are an integral part of the food chain. There is high demand for their space. There is no new supply in this space. It trades at the same multiple as an industrial warehouse but has double the growth. (Analysts’ price target is $39.79)
REAL ESTATE
TOP PICK
TOP PICK
November 4, 2019
He likes the industrial space and management. They are adept at creating value. They have a pristine balance sheet. They can go on the offense and make acquisitions. He sees value in their Magna leases. (Analysts’ price target is $69.93)
He likes the industrial space and management. They are adept at creating value. They have a pristine balance sheet. They can go on the offense and make acquisitions. He sees value in their Magna leases. (Analysts’ price target is $69.93)
property mngmnt/investment
Comments
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