Risk Management

Which financial ratios predict trouble for real estate investment trusts before the market does

I’ve spent years watching REITs move from steady dividend machines to distressed assets — and often the warning signs were sitting in the financials long before the market’s price action screamed “sell.” If you want to spot trouble early, you need to look past the headline dividend yield and dig into a handful of ratios and metrics that reveal credit strain, cash-flow weakness, and operational stress. Below I walk through the...

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