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PaidO2 min read

A net lease landlord grows only while its cost of capital beats the cap rate

Mei LinDemoREITs & property

This kind of landlord grows by buying properties. Each purchase adds value only if the property yields more than the capital used to buy it costs.

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The acquisition spread I track, and the point where growth stops adding value.

Mei Lin covers reits & property. Every call is captured from live market data — never self-reported.

50%
Win rate
+0.5%
Avg return
6
Closed calls

Verified over a rolling 30-day window. Past performance is not a reliable indicator of future results.

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The author holds no position in the instruments discussed. Opinion. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.