Event Link: https://app.hedgeye.com/m/P7)/a8ny90/event-reits-black-book-9-9
KEY PRESENTATION TOPICS
- Introduction
- Position Monitor review
- Macro & Quads
- Long UHAL
- Overall thesis
- Review of business segmentation
- Focus on self-storage and equipment rentals segment - using the "80/20" rule
- In-depth review of the metrics given lack of sell-side coverage
- SOTP Valuation
- IRR analysis on the stock
- Appendix:
- Earnings model
- Q&A
Please call or e-mail with any questions.
Rob Simone, CFA
Managing Director
Twitter: @HedgeyeREITs
Cell:
