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bradygoat
 · 上海  

$公寓投资管理(AIV)$ 有意思的liquidation play. 资产是一堆大城市的2-3流公寓。NAV大概$11-12. 公司应该12个月内卖光所有资产。 昨天卖了波士顿的资产,cap rate/卖价略失望,但好处是很快(年底前?)就可以把这笔和年初卖掉/但还没close的都分红, 超过目前股价的60% ($5.2/$8.2). 分红以后pro-forma 股价$3 对应剩余NAV $6. 有点像这几年的1114/DOYU/HUYA

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Gross proceeds from the Boston and Brickell transactions are expected to equal $1.26 billion. Net proceeds, when accounting for associated property-level debt and the deferred tax liability related to the Brickell assets, are expected to be approximately $785 million, or $5.21 per common share.

Following the closings of the Brickell and Boston portfolio transactions, Aimco plans to distribute the majority of net proceeds to shareholders, consistent with our previously communicated capital allocation strategy.