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Posted by
Two Blokes Jul 10 -
Filed in
Stock
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Brandywine Realty Trust's high yield and discounted price reflect real risks: declining rents, shrinking FFO, and heavy debt loads. The office-heavy portfolio faces ongoing headwinds post-COVID, with management signaling asset sales and a shift toward life science and residential properties. Debt maturities loom within five years, and refinancing or asset sales may not be enough—dilution through new share issuance is a real risk.
