commercial real estate
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 5, 2024 by Christopher Davis · across every show →
Everything said about commercial real estate, oldest first
Mar 5, 2024 bullish
Davis: Capital One at a 14% earnings yield beats single-digit real estate cap rates
“I could buy Capital One at a 14% after tax earnings yield. I mean, what's so great? I don't understand this real estate mindset that still thinks that a single digit cap rate, you know, compensates them for the risk that they're taking.”