facebookWhat do you think about the proposed merger between ESR and ARA LOGOS REITS? - Seedly

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Anonymous

17 Oct 2021

βˆ™

REITs

What do you think about the proposed merger between ESR and ARA LOGOS REITS?

I own ARA LOGOS REITS. ESR seems to have a pretty high cash versus debt ratio. Not too sure if that is a key risk that I should just sell off ARA LOGOS or hold on. After all with the merger, the REIT will be very well diversified. How do we evaluate REITS?

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Portfolio size does matter for REITs.
The manager does matter for REITs.

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