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real estate ETF timing

Discussion in 'Other Asset Classes' started by melbourne171, 10th Oct, 2016.

  1. melbourne171

    melbourne171 Well-Known Member

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    VAP and SLF have grown dramatically for the last 5 years. Thanking about commercial property life cycly, Do you think if now is a good time to buy? Or these ETF will drop soon?

    I want to buy these ETF but worry they are at the 12o' clock cycle.
     
  2. Scott No Mates

    Scott No Mates Well-Known Member

    Joined:
    18th Jun, 2015
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    5,544
    Location:
    Sydney or NSW or Australia
    • What assets do they hold?
    • What is the WALE?
    • What is the WACC?
    • Who are their tenants?
    • What is the exposure to these tenants?
    • What have the returns been for recent years? Are they sustainable?
    • How have the returns been paid? (Capital or earnings)
    • What are the commitments to funding for development? Portfolio expansion? Increasing revenue?
    • How will those commitments impact on returns?