why gpt is not the new centro, page-4

  1. 292 Posts.
    -Don’t forget the quality of assets when compare to CNP. Most assets GPT own is based in Australia (only about 20%-30% are oversea assets) which means they are less exposed to the deteriorating property sector that is currently decimating most parts of the western world. CNP I believe has about 2/3 of their assets in the US.
    -Portfolio of GPT’s assets is more diverse as they cater for Retail, Office, and Hotels etc... While CNP is mainly retail.
    -Location of GPT’s assets in Australia maybe more desirable and less vulnerable to major write downs as they are strategically placed in urban areas, while CNP may have trouble selling some of their centers that is located in the suburbs.
    -The one best thing is that GPT does not have to sell or forced to sell any assets to repay short term debt as they have the facilities to cover this in the short term.

    I must admit I pay a little more that what the price currently stands, and wouldn’t be surprised for further tanking tomorrow considering what happen to the US, if this happens I’ll accumulate and average down as the fundamentals still stands in Australia and that’s where their main business should be. My short term target is $2.20 assuming no further unfavorable announcements in the next 3 months.

    GL all.
 
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