tag:blogger.com,1999:blog-1746001649681916728.post6805933348128390493..comments2024-03-26T20:47:18.359+01:00Comments on Daniel Investerar: Portföljuppdelning och resultat 2016Unknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-1746001649681916728.post-16679187773807231942017-01-07T12:57:39.344+01:002017-01-07T12:57:39.344+01:00And the reason I comment on commercial real estate...And the reason I comment on commercial real estate is that most of my real estate is Castellum who focuses on commercial real estate, but I should probably study the rest as well.Danielhttps://danielinvesterar.blogspot.se/noreply@blogger.comtag:blogger.com,1999:blog-1746001649681916728.post-76832804965797003092017-01-07T12:55:59.551+01:002017-01-07T12:55:59.551+01:00Thanks for your reminder.
I think I am aware of m...Thanks for your reminder.<br /><br />I think I am aware of most of the potential pitfalls. Commercial real estate is a little bit different from private homes since they are valued from their cash flow (compared to risk free interest) instead of pure bubble prices. <br /><br />That doesn't mean that they are without risks. If prices drop, companies might have to sell to keep the books balanced and that will hurt cash flow. Or a real estate crash can cause the whole economy to contract and companies will stop paying their land lords for various reasons, but that risk exist for most companies. Most probable risk is probably that interest rates change. That will not harm the cash flow but might devalue the stock. Maybe I'll buy if that happens.<br /><br />Danielhttps://danielinvesterar.blogspot.se/noreply@blogger.comtag:blogger.com,1999:blog-1746001649681916728.post-61154897969034873742017-01-07T10:46:19.441+01:002017-01-07T10:46:19.441+01:00Beware of unsustainable prices in nordic real esta...Beware of unsustainable prices in nordic real estate. They are in comparable situation as iS-pain & US when they crashedAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1746001649681916728.post-12141677497546115612017-01-06T14:55:19.634+01:002017-01-06T14:55:19.634+01:00Tack! Några gjorde 5-års-resultat. Undrar hur det ...Tack! Några gjorde 5-års-resultat. Undrar hur det skulle se ut. Mycket av det som gick bäst i år har inte gått så bra de senaste åren.Danielhttps://danielinvesterar.blogspot.se/noreply@blogger.comtag:blogger.com,1999:blog-1746001649681916728.post-43554573656787857172017-01-06T13:01:47.338+01:002017-01-06T13:01:47.338+01:00Riktigt fint resultat detta, stort grattis!Riktigt fint resultat detta, stort grattis!Krösus Sorkhttps://www.blogger.com/profile/08583522322601831106noreply@blogger.com