...diejenigen sollten nicht extrem hohe Erwartungen haben.
Ich hoffe, der Link funktioniert hier. Ansonsten einfach mal nach Seekingalpha Orion Office Strong Buy suchen.
https://seekingalpha.com/article/...-reit-my-oh-my-another-strong-buy
Bzgl. Dividenden wird in dem Artikel darauf hingewiesen:
"Its CEO told me that while net-lease retail REITs tend to have much higher payout ratios, that’s not the case for the office subsector.
“So we recognize that with a 3.4 weighted average lease-term portfolio, we're going to have a lot of lease rollovers in the next 3, 4, 5 years. And so that will require some significant amounts of capital.
“… that will drive our dividend policy to quite a large extent, because we have good uses for the money that we bring in. We can reinvest it in the existing properties rather than borrow it and pay a dividend.
“So I think our focus will be to set the dividend at a meaningful level. We would anticipate paying on a quarterly basis, and it will be at a level that would obviously maintain our REIT status but will likely be lower than from a payout ratio perspective than you might otherwise see in the net lease sector.”"
Mir persönlich soll das ganz recht sein, da ich keine Dividendenstrategie fahre. Dividende je Quartal statt monatlich (wie bei Realty Income) ist für mich auch kein Problem...dann muss ich es zumindest auch nicht so oft bei Portfolio Performance pflegen :D |
