MonsterFluff’s Activity

Tue Jun 30

NL

Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 11:58 AM

Re: Best and Worst Preferreds

great calculator. just what I was looking for.

Specifically I have been interested in PSA. I find it's well run.
Revenue growth is high single digit and operating income outpaces revenue growth due to disciplined expense [more]

Sun Jun 28

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Boards Post

MonsterFluff replied to the Value Hounds board. 6:50 PM

Re: Ventas revisited at near 52-week low

I recall Ventas as a Missash favorite

Very much missed-- unfailingly supportive and helpful.

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Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 11:42 AM

Re: Best and Worst Preferreds

thanks for the explanation

I tried using a YTM calculation posted here awhile ago and never could get it to work

Would you be willing to take us through a calculation of CLNY-A and CLNY-B to show us how those get valued as callable [more]

Sat Jun 27

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 11:15 PM

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Boards Post

MonsterFluff posted to the Real Estate Inv. Trusts: REITs board. 10:46 PM

ventas revisited at near 52-week low

Ventas had a good year in 2014 as measured by growth in dividends and revenue. Growth in FFO has decelerated and the payout ratio rose slightly.

Operating expenses were high. In particular merger related expense and medical office building [more]

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Boards Post

MonsterFluff posted to the Value Hounds board. 10:44 PM

Ventas revisited at near 52-week low

Ventas had a good year in 2014 as measured by growth in dividends and revenue. Growth in FFO has decelerated and the payout ratio rose slightly.

Operating expenses were high. In particular merger related expense and medical office building [more]

Wed Jun 24

NL

Boards Post

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

Re: Best and Worst Preferreds

do you have a threshold yield that makes it palatable to buy CLNY-A or RSO-C as opposed to some of the sells? Or ware the sells opportunistic with the shares above $25?

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Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 3:04 PM

Re: Best and Worst Preferreds

PSA-V still looks like a good-ish deal at $23.79 with a 5.65% yield. The underlying is solid. The concern here seems to be that the preferreds will never be called and you will be stuck in perpetuity with shares that keep declining and the loss of [more]

Mon Jun 22

NL

Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 1:18 PM

Re: EPR

I found the link I knew the approx date cuz I did a few names during the great meltdown of 2013

It's done OK and is even outperforming Ventas over the same period.It's tracked the VNQ up about 20% in 2 years

Yield is 6%

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Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 12:47 PM

Re: EPR

I like this company. They pay monthly and the dividend rises slowly. They were paying 26¢ in December 2013; 28¢ 2014;30¢ now

Share price is about flat ytd. At the best of times it appreciates slowly.

I haven't [more]

Sat Jun 20

NL

Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 11:13 AM

Re: VTR

turns out, this was a particularly valid point as Ventas has been among the hardest hit REITs any time interest rates threaten to rise. Back in May of 2013, the original taper tantrum, Ventas dropped from around $84 to its lows in the mid $50s in [more]

Mon Jun 15

NL

Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 2:13 PM

Re: VTR (Gasp!)

there is one metric that I don't have access to, and that is the NAV per Green Street.

We can do that ourselves and approximate value at least in the ballpark
I have a calculation from 2013 and will check the current value for [more]

Sun Jun 14

NL

Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 6:27 PM

Re: VTR (Gasp!)

VTR now yields nearly 5%. Back when it was $73 the yield was still a respectable 4% so it doesn't seem to be outpacing itself as far as yield is concerned

They raised the dividend 9% in December and the payout ratio is lower than it was [more]

Fri Jun 12

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Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 11:16 PM

Re: VTR (Gasp!)

the loss of miss ash

Very much missed and glad you remembered

Wed May 27

NL

Boards Post

MonsterFluff posted to the Value Hounds board. 5:24 PM

Kors rolls kraps

We had more than a few good discussions about Kors a couple of years ago. They were amazing with double digit comps quarter after quarter and growth over 30%.

I bought and sold them in a short space of time around that period. The deal [more]

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Boards Post

MonsterFluff replied to the Deranged Monkey Criticism board. 1:14 PM

Re: FKA: KORS down 17.5% premarket

bought and sold them in a short period over a year ago. Thought about getting back to them as they kept going down, but still hold a grudge over the carving out of the far east for the founders. A strong showing in China might have made them better. [more]

Tue May 26

NL

Boards Post

MonsterFluff posted to the Real Estate Inv. Trusts: REITs board. 7:08 PM

Biomed Realty--more niche REITs

Biomed Realty

Life science real estate is a hot sector at present All key markets are seeing strong demand that is absorbing remaining supply and driving year-over-year rent growth in the range of 10% to 15%. The long term, upward [more]

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Boards Post

MonsterFluff posted to the Value Hounds board. 7:07 PM

Biomed Realty--more niche REITs

Biomed Realty

Life science real estate is a hot sector at present All key markets are seeing strong demand that is absorbing remaining supply and driving year-over-year rent growth in the range of 10% to 15%. The long term, upward [more]

Sat May 23

NL

Boards Post

MonsterFluff posted to the Value Hounds board. 4:37 PM

Natural Grocers

Somehow missed the october 2014 bottom around $15. Included them in a sweep of organic stores march 2014 and they were $40 which I thought was completely uninteresting. If I'd been paying attention, $15 would have been a lot more intriguing. C'est la [more]

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Big gold star, 5000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool Global Fool
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