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Realty Income Corporation (O) CEO Sumit Roy on Q1 2019 Results - Earnings Call Transcript
https://seekingalpha.com/article/...-results-earnings-call-transcript Was ich interessant finde, die Frage zu Europa.
Man sieht das es nicht einfach planlos war.
Und andere potenzielle Akteure in Europa wissen jetzt das Realty nicht abgeneigt ist. Frage:
Last week you provide a lot of detail an the opportunity to grow in Europe, I guess, where you want to take your international platform. Where could Canada fit in? Are you evaluating any opportunities there as well?
Antwort:
We've always looked at Canada. We've looked at countries south of the border as well and we've not been able to pencil the economics. And then the product that is available in these alternative geographies haven't been the ones that we have wanted to pursue based on the economic profile. But look, I mean one of the main reasons why we wanted to provide all that detail, Collin, was to make sure that you understood the thesis behind why we chose to go into the UK and potentially into mainland Europe. And it's because the economics do pencil and in fact they pencil very well especially given the current environment and the product lends itself to what it is that we've been pursuing here in the US. Frage:
Okay. It doesn't sound like there's any bigger push now that you've established an international platform necessarily to go in that direction, is that fair? Antwort:
It's now that we've done, more people are aware of the fact that we're open to doing it. So I would say that that's not entirely fair, Collin. We are certainly getting a lot more inbound calls as was expected and so transactions perhaps that we may not have seen because people weren't aware that we were a potential player in the past. That dynamic has changed. And, which was completely expected and the team here is ready to respond to those calls. So, time will tell.
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