Barmer Wohnungsbau, catalyst, commercial property, convergence, correlation, Deutsche Wohnen, EPRA NAV, German bunds, German property, Germany, Karl Ehlerding, KWG Kommunale Wohnen, large
cap stocks, marathon, NAV, NAV discount, NAV
premium, Net LTV, North Rhine - Westphalia, Price / Book, REIT / MLP sector, rental yield, residential property, Sirius
Real Estate,
small cap stocks, Stavros Efremidis, Taliesin, value investing