North America Equity Research 3 October 2011 Be s t Equ ity Ne a r-Te rm Id e a s J.P. Morgan’s Roadmap for Equity Investors This third edition of J.P. Morgan’s Best…

1. THE BEST REAL ESTATE INVESTMENT LIFECYCLE FOR COMPANIES WE’VE EVER FOUND ON THE WEBOF KPMG’s 2. Set-up and raising money 3.  Advisingmarketson investing in new…

Sid Arora September 1, 2015 CVEO Long Thesis 1 âStarted from the bottom, now we here... â Recommendation: Long CVEO Price: $1.95 ($210M impl. market cap, 33% 15â UFCF…

Slide 1 1 An introduction to REITs (Real Estate Investment Trusts); Examination of their advantages / disadvantages; Look at their growth across Asia & globally; and…

Sid Arora November 18, 2015 CVEO Long Thesis 1 Recommendation: Long CVEO Price: $2.05 ($220M impl. market cap, 32% 15â UFCF Yield, 0.4x TBV and 4.6x 15â EBITDA of $137M)…

* An introduction to REITs (Real Estate Investment Trusts); Examination of their advantages / disadvantages; Look at their growth across Asia & globally; and Tony Milton…