LordXot

Boards Post

LordXot replied to the Real Estate Inv. Trusts: REITs board. 4:01 PM

Re: BDCs on Barrons

I won't ever forget DLR-B....since called.

Back in the bad days of 2008/2009, this fine pfd from a well respected reit declined as low as $12.50 where it yielded 14%, with a chance for a 100% gain if called. I pounded the table on the [more]

Boards Post

LordXot replied to the Real Estate Inv. Trusts: REITs board. 11:13 PM

Re: BDCs on Barrons

I've owned BDC's since 2008 or so but my current postions date back to early 2011. I run an income portfolio and BDCs are just one of the components, and an important one. Check the link below for an example of a diversified income portfolio with [more]

Boards Post

LordXot replied to the Real Estate Inv. Trusts: REITs board. 6:01 PM

Re: BDCs on Barrons

The Barron's article contains characterizations and observations regarding BDCs but little in the way of fundamental analysis to support an investment thesis. Nothing wrong with that but it doesn't support some the the moves seen in the names [more]

Boards Post

LordXot replied to the Real Estate Inv. Trusts: REITs board. 12:53 PM

Re: mREITs: What am I missing?

The story is the similar for CIM as far as the numbers go. But your situation speaks to my earlier comments on mreits.....timing is key.

The March 29 2011 dividend for CIM was .14, now .09. Price was 4.02, now 3.19. CIM has done worse than [more]

Boards Post

LordXot replied to the Real Estate Inv. Trusts: REITs board. 11:40 AM

Re: mREITs: What am I missing?

Take a look on Seeking Alpha. You will find more articles and discussion of mreits than you will ever want to read. The web in general is also rife with content on these stocks. I think they are commented on more than any other security type. Their [more]

Boards Post

LordXot posted to the Real Estate Inv. Trusts: REITs board. 10:35 AM

New Pfd from TCO trading - TCOPP

TCOPP