JimLuckett’s Activity

Mon Jun 1

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 10:04 PM

Re: Healthcare REITs

I have recently read positive things from his pen about PLD, LHO, and the apartment sector (AVB, CPT, UDR), in addition to those already mentioned. He also likes the neighborhood shopping center sector (ROIC, KIM, REG, AKR)

Please elaborate [more]

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 8:08 AM

Re: alexandria --a REIT in a niche

The next major market decline might be from today's levels, or it might be to today's levels (or higher). We don't know.

Wed May 27

NL

Boards Post

JimLuckett posted to the Real Estate Inv. Trusts: REITs board. 11:29 PM

National Storage Affiliates

Recent IPO

Storage REIT created by affiliation of several privately held regional self-storage companies, whose owners will continue to have an ownership interest in the new company.

[more]

Sat May 23

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 8:39 PM

Re: ARE and AREEP

Oh, there's a ceiling? Boo hiss! Thanks for pointing that out. Still, better nothing.

Fri May 22

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 5:29 PM

Re: ARE and AREEP

Yes.

But it repeats quarterly once the dividend exceeds the reference level, so it might add up over time to modest rather than miniscule on a cumulative basis. I always think of conversion ratios as static (barring stock splits or [more]

Thu May 21

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 11:46 PM

Re: ARE and AREEP

Here is a tantalizing nugget from the AREEP prospectus, holding out the prospect of an increase in the conversion rate, in the case of a quarterly dividend above 78 cents (the new higher conversion rate would stand in the same proportion to the old [more]

Tue May 19

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 11:28 PM

Re: alexandria --a REIT in a niche

It's not necessarily true that cap rates rise when market interest rates rise. Remember, cap rates depend on both (a) investors' requirement for prospective IRR, which generally does increase with market interest rates, AND (b) investors' expectation [more]

Wed May 13

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 11:06 PM

Re: More on LXP

When the business plan is largely single-tenant properties on long leases it means you get no indication of market rents on portfolio properties for a long time. If the property was acquired in a sale lease-back transaction and has not come up for [more]

Tue May 12

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 9:30 AM

Re: OT Sustainable withdrawal strategies

I've been asked to say more about the insured plans so here goes:

First, let me caution that all these plans have gotten less generous, as people flocked to them after the crash and as the insurance companies realized the markets are likely [more]

Mon May 11

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 10:28 PM

Re: OT Sustainable withdrawal strategies

I hate to spend principal so a big cash position is a non-starter for me.

Interest rates on long-term instruments are low compared to what we are used to, but they could go lower. So, worry about reinvestment risk as well as risk of capital [more]

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 9:47 PM

Re: REG & KIM

I don't think we ever defined real clearly what "bluest of the blue" meant but we talked about criteria and it would be interesting to go back and see what we said. I'm not sure that being super blue meant you would be the least likely to [more]

Fri May 8

NL

Boards Post

JimLuckett posted to the Real Estate Inv. Trusts: REITs board. 6:22 PM

OT Sustainable withdrawal strategies

Article in NY Times that starts with the old 4% rule and jumps off from there on the topic of how much of your nestegg you can afford to spend in each year of retirement.

[more]

Thu May 7

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 12:08 AM

Re: Any thoughts on LXP

Vornado owned a significant chunk of LXP. Don't know if they still do. In 2013 there were reports they were likely to divest.

Thu Apr 30

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 7:31 PM

Re: REITS-Strong Earnings

"We must be reasonably confident at the time of the first rate increase that inflation will move up over time to our 2% objective, and that such an action [raising rates] will not impede continued solid growth in employment and output," Ms. [more]

Sun Apr 26

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 10:45 PM

Re: A Personal Note

Hey Gear! He's not gone, just scarce! We just got his great post on LHO (and his commentary on the mall sector was also post "personal note" post). I hope this one remains in the category of "How can we miss him if he won't go [more]

NL

Boards Post

JimLuckett replied to the Real Estate Inv. Trusts: REITs board. 12:19 AM

Re: A Personal Note

10 years REITNUT? You must be kidding!!

Your first post on this post was number 588 in August of 1999. Before that you were posting on the AOL equivalent, which was shut down in favor of being on the wide-open world wide web and we all moved [more]

Mon Apr 6

NL

Boards Post

JimLuckett posted to the Real Estate Inv. Trusts: REITs board. 12:08 AM

Fitch Rates EPR Properties Pfd BB

Forgive me if someone else has already posted this. I haven't been around much lately.

See http://www.cnbc.com/id/102493202 Rates debt BBB- and rates preferred BB. Nice discussion of the company [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2412
Recs Received 9817
People who have rec'd these posts 694
Recs to Posts Ratio (last 30 days) N/A
Threads Started 405
Threads Started Percentage 16.79 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: Meditrust (8/19/1999)
Percentage of Posts Rec'd 69.15 %
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