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Mike's avatar

Thank you for making this article available. With real estate investments, we call ROIC>WACC

Positive Leverage (cost of borrowing is less than the CAP rate or reverse of P/E). Think of a bank with the ability to borrow from the FED at a discount rate of say 2% and buy US Treasuries that yield 4%.

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Compounding Quality's avatar

Thank you for your message, Mike. This concept is very relevant in real estate too!

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