The irony with the oil-to-inflation chain is that most of these triple-net REITs have CPI-linked rent escalators baked into their leases, so the same inflation that's keeping rates elevated and compressing the multiple is also growing the actual cash flow underneath it.. which just makes the valuation gap wider
REITs didnāt āchangeāā
the rate expectation did.
If yields stay high, the valuation gap isnāt opportunityā
itās pressure that hasnāt finished working through yet.
so... opportunity to buy?
The irony with the oil-to-inflation chain is that most of these triple-net REITs have CPI-linked rent escalators baked into their leases, so the same inflation that's keeping rates elevated and compressing the multiple is also growing the actual cash flow underneath it.. which just makes the valuation gap wider
IBKR lets you buy stocks globally? Fidelity charges $50 to buy foreign shares, is it similar at Interactive Brokers?