Hey. Hey,

I'm thinking about $STWD. It seems to me that there is no problem. The dividend is high, they raise it long term, they are protected against the office building problem. Maybe it's just the increasing debt... What do you think? 🤔


I have in my portfolio and I am satisfied. They trade below book value 🤌

There's an analysis on them on Dividends right now, so consider this :)

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