Comment Detail

I think one big part of your analysis lies in your Dividend Yield, which you said in the first sentence that the dividend yield is 10%.
However, that is a very backward looking dividend yield when some rental support are available and IDR might be higher. If you just use the last quarter dividend of 0.003, then u actually get a forward-looking dividend yield of 6%.
Once you change to a 6% dividend yield, your thesis might change.
I think how accretive the acquisition will be is dependent on the forward looking dividend expectations.

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