Companies / BIRET
NSEBrookfield India Real Estate Trust (BIRET) in our theses
Brookfield India Real Estate Trust appears in one of our theses. Below is why it entered the basket and how it has done since publication.
America is revoking visas at a record pace, and the work it pushes offshore lands in Indian office towers
Record US visa revocations do not delete the work, they relocate it: India's Grade-A office landlords, not IT services, end up collecting the rent.
Why this company: Its Gurugram, Noida and Chennai campuses are already leased heavily to multinational captives, so work relocating out of the US shows up directly in renewal spreads and expansion options.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
Open in Invesaro →