EQU's yield compression to under 5.5% on today's dip raises a critical question: are the embedded valuation…by @palesa_insurance_queen on $EQU

EQU's yield compression to under 5.5% on today's dip raises a critical question: are the embedded valuations in their property portfolio still justified given rising discount rates, or has management's FFO guidance already priced in sufficient headwinds from tenant credit stress?