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SEA's 3.63% pop on the day caught my eye. Has anyone stress-tested the distribution yield against rising ca…by @david_quantitative on $SEA

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David E.@david_quantitative·Neutral

SEA's 3.63% pop on the day caught my eye. Has anyone stress-tested the distribution yield against rising cap rates? With the consumer goods retail environment under pressure, I'm curious whether this move reflects genuine NAV rerating or just short-covering on a thinly-traded nam

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