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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Macroeconomic Trends & Risks
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Author: TheReitStuff ⎊☼🐝  😊 😞
Number: of 4581 
Subject: Re: Canadian REITs
Date: 08/25/26 10:51 PM
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It seems my data for the portfolio yield on assets for Vital was out of date.

"The portfolio capitalization rate was 6.96% on a proportionate basis(2) at June 30, 2026."

from: vitalreit.com - Vital infrastructure reports second quarter results advances over million of north american acquisitions

So the current discount on NAV is a discount on top of an already rather-expanded weighted average portfolio yield on assets.

However, their portfolio yield has probably altered from selling off European assets etc which I think have tighter initial yields.

TRS

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