REIT valuation pricing question

h21

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see this question on REIT
An analyst gathers the following information for two REITs:

P/NAV
P/AFFO
AFFO Payout Ratio
Est. annual AFFO growth

REIT A
98%
12.8 X
50%
4.0%
REIT B
101%
13.0 X
90%
3.5%

All else being equal, if both REITs have a 10 percent rate of return on retained and reinvested cash flows, which of the REITs is most attractively priced?
Can someone take me through why B is the right answer?
Also the whole Alternative Investment to me is like a huge blur, how much do we need to know?
 
P/NAV, P/AFFO, Payout are all better. Growth rate is marginally lower…
 
cpk123 wrote:
P/NAV, P/AFFO, Payout are all better. Growth rate is marginally lower…
do you mind just go a liiiiiiiiittle bit deeper?
 
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