Initiate coverage of KKR Real Estate Investment Trust (KREF) with a Hold rating—catalysts, credit risks, losses, and dividend ...
Ventas REIT analysis: senior housing tailwinds, strong balance sheet and dividend coverage, but pricey 23x P/E limits upside.
Since Dan Loeb founded Third Point in 1995, the firm has been known for its equity investments and especially its activism. Early on, Loeb became legendary for his acerbic letters laced with scathing ...