Going against the grain on GO Residential
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
Substack
Nugget Capital Partner's Substack
Everything we have picked from this writer, newest first.
H&R REIT & GO Residential deal, some thoughts
H&R REIT’s C$12 GO Residential deal gives unitholders 67% of the combined company, while CEO Thomas Hofstedter’s family affiliates cash out…
Investment idea: Flowers Foods (FLO)
Flowers Foods cut its dividend to fund $300 million of debt reduction by 2027 after the $795 million Simple Mills acquisition lifted…
Adding a beer stock in size
Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…
Staying the course on H&R REIT
H&R REIT’s renewed talks with Blackstone cover some assets, following office and U.S.
Capitulation in packaged food consumer staples?
Conagra’s CEO change and 9% yield intensified a packaged-food selloff, while General Mills trades near historical valuation lows despite…
Call me crazy, I'm adding to a US apartment REIT
NexPoint Residential is being added despite weak multifamily performance, with insider ownership and a transaction-ready structure…
New REIT position: GO Residential (TSX: GO.U)
GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…
