EFTA01437758Set 10
2016-10-18227p26,387w
decline in the shares since 8/1. CONE also remains the
cheapest on AFFO, despite its recent equity raise that took leverage down to
the mid-4x range. We also think ... NAREIT FF0 guidance except as noted via " * "
4
5
Spirit estimates refer to AFFO
Consensus estimates are as of 10-14-16
Source: Deutsche Bank, company data, Thomson
DB Proformal ... AFFO $0.87-$0.89
N/A
N/A
N/A
$1.29
$1.33
$1.29-$1.33
DB1
$2.94
$8.19
$2.05
$2.33
$8.38
$2.21
DB Proformal
Cons.5
$2.57
EFTA01437776
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01437758.pdf