fstout57... my comments are relevant to all REITs. AFFOs are sometimes difficult for comparisons from REIT to REIT but still important. Best regards.
The "management" at ACAS may be tossed. "Disclosing an 8.4% stake in American Capital (NASDAQ:ACAS), Elliot Management comes out against management's plan to spin out its BDC assets.Noting continued low valuation of the stock vs. peers, poor capital deployment, an entrenched board with suspect qualifications, and excessive compensation and overhead, Elliot proposes a five-step plan to help bring the share price to its $23 target:1) Withdraw spin-out proposal; 2) Add more qualified independent board members; 3) Monetize the broadly syndicated loan portfolio, with proceeds used to boost share repurchases; 4) Cut cost by $50M-$75M per year; 5) Engage in a meaningful strategic review". By: Stephen Alpher, SA News Editor
"This could be huge!!" is a standard catch phrase from a number of scam sites. As soon as I see this expression I move on.