Publicly Traded Real Estate Securities

Free CFA Level II lesson in Alternative Investments. 13 min read, ~1,957 words.

FFO = Net income + RE depreciation - gains on sale. AFFO = FFO - maintenance capex - straight-line rent adjustment. REITs must distribute at least 90% of taxable income to qualify for pass-through tax treatment. NAV = (NOI / cap rate) + other assets - liabilities. A 50 bps...

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