AstroBlasters
DIS Veteran
- Joined
- Oct 23, 2022
https://www.morningstar.com/news/ma...-proposes-splitting-up-company-in-proxy-fight
I hope this doesn’t go through…. I would have to imagine all of DVC would get moved into a REIT or spun off into a separate entity.
We thought they were making them look like Marriott’s now….
https://www.blackwellscap.com/press...g-and-releases-letter-to-fellow-shareholders/
“
I hope this doesn’t go through…. I would have to imagine all of DVC would get moved into a REIT or spun off into a separate entity.
We thought they were making them look like Marriott’s now….
https://www.blackwellscap.com/press...g-and-releases-letter-to-fellow-shareholders/
“
Disney has an almost unimaginable portfolio of real estate around the world. The Company owns tens of thousands of acres of land, more than 30,000 of the world’s most profitable hotel rooms, thousands of vacation club units and more. The value of Disney’s real estate holdings is obscured by the Company’s conglomerate structure. But, Disney’s real estate is also the potential source of long duration capital to address balance sheet and income statement challenges and opportunities.”
“Disney could separate its owned real estate, which represents approximately 44% of its market capitalization at cost, into an independent publicly listed REIT or a series of investment vehicles in which the shares, cash and/or interests could be distributed to shareholders. “
“Disney could separate its owned real estate, which represents approximately 44% of its market capitalization at cost, into an independent publicly listed REIT or a series of investment vehicles in which the shares, cash and/or interests could be distributed to shareholders. “
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