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  1. A

    What would you do?

    I would agree with that however rents are falling. the lag is so incredibly long to turn a cf- to a cf+
  2. A

    What would you do?

    with resi IPs you have 3 prongs of wealth creation - yield, CG and debt deflation. I am not really interested in CG, I am interested in (a) will some other bunny pay for this thing whilst (b) my debt is eroded. And if there is any surplus cashflow to pay for the big guys lap dances then that is...
  3. A

    What would you do?

    it's the big question huh? without cap gains it's a real losers game
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