However, MSFT's prodigious free
cash flow generation puts them
in a
fortunate position where they can shift and adapt as they see fit, which gives them additional flexibility and potential growth opportunities on top of organic growth and any developments their internal research & development can provide (they spent $ 11.4 billion on R&D last fiscal year).
For now — I am just sitting tight improving the financing, tenant quality, investing
in the updates of the properties, raising rents and everything one can do to improve
cash flow and equity from the portfolio I have been
fortunate enough to build.