Discussing the Realty Income acquisition of Spirit Realty.
Links discussed in this video :
https://www.realtyincome.com/sites/realty-income/files/2023-10/ip-realty-income-to-acquire-spirit-realty-capital-in-9-3-billion-transaction.pdf
https://s202.q4cdn.com/814413339/files/doc_financials/2023/q2/2Q2023-Supplemental-Investor-Presentation.pdf
https://app.tikr.com/stock/multiples?cid=339305&tid=2642335&tab=multi&ref=rnvvcx
https://app.tikr.com/stock/multiples?cid=8793945&tid=243753263&tab=multi&ref=rnvvcx
My other video about why REITS are down :
https://www.youtube.com/watch?v=FkkP8DMroA8
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https://www.patreon.com/TimeintheMarket
Disclosure : I am long O and may be long stocks discussed in this video in the near future. I am not a financial advisor and do stock analysis as a hobby. Opinions are my own. This is not financial advice. Consult with a financial advisor before making any investments as stock investing comes with risk of loss. The spreadsheet may have errors and should only be utilized for entertainment purposes.