Allied

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Hi Dan,
I have been waiting to sell hoping Allied would pick-up. Is it time to let go this reit? It’s not going anywhere.

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Asked on October 8, 2025 12:25 pm
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Private answer

Payout ratios are very tight for this company. If the environment doesn't continue to improve, I do believe the distribution could be at risk.

The one thing I do often say is there one reason to buy a stock, and there are a million reasons to sell.

If you want any sort of definitive answer, however, if you came to me and said you sold your Allied Property position, I couldn't think of a whole lot of bad things to say about that decision.

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Posted by Dan Kent
Answered on October 9, 2025 12:18 pm