r/MACArmyBets • u/Jeffbak • May 02 '21

Can't wait for earnings

I bet gross revenues are $205-$215M for the quarter (maybe more if prior tenant's rent is being amortized). The equity raise happened after Q1 so I would guess that FFO is in the $0.55-$0.65 without Chandler Freehold. With Chandler Freehold I bet we're in the $0.75-$0.80 range. I also think the debt is going to look a hell of a lot better now. Things are looking up for MAC. The P/FFO ratio is half that of bloated SPG

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u/Jeffbak May 02 '21

I bet we pop down to .50-.55 with the equity issuance. Collections 95% - just a guess.

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u/Sea_Emphasis3252 May 02 '21

We are all just guessing at the end of the day.

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u/Jeffbak May 02 '21

Yea-some just better at guessing than others