More importantly IR, so they most likely be somewhere at 3% by years end. Clw will make up for the loss by rent increases as VC said, it might be delayed until that kicks in.
The RE in the portfolio yes will drop in value, but as long as the rent is increased we still turning roughly the same operation with slightly less value on paper.
So a few people get spooked, yell crash sp slips a bit, but at the same time if the divy is the same the logical investor will keep the stock.
I guess for me the opportunity cost has to be weighted out, wait and see where share price is at the end of year. Miss out on extra div until then, getting cheaper stock vs projected div payout until. I am not sure/hope the sp would drop that much by years end.
Then again the div might also decrease with IR up and rent increases lagging behind.
Whats your take on my thinking VC?
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