Reitnut’s Activity

Sun Feb 15

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 9:46 PM

Re: REIT Pfds: Catch-22?

There's a bit more risk in TCBIP these days, as it's a Texas bank. The common stock (TCBI) dropped from about $62 to $42 during the drop in oil prices over the past roughly six months. But, this is still a well-run bank, and I don't think the risk [more]

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 6:20 PM

REIT Pfds: Catch-22?

Those of us who have been very happy with our REIT pfds are now going through the agonies of a very troubling “Catch-22.” The term “Catch-22” has been defined as “a dilemma or difficult circumstance from which there is no escape because of mutually [more]

Tue Feb 10

NL

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 9:16 PM

ARE and AREEP

A friend of mine who posts here sent me an email saying that someone wanted me to re-post my Block Party post on ARE and AREEP. It was written in November of last year, and I have not updated it for purposes of this post. But, I think the ARE [more]

Sun Feb 8

NL

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 8:35 PM

New Arrivals in REITville

Here's another Block Party post from a few weeks back for those who have nothing better to do...

Ralph


REIT world may not change as quickly as other investment realms – such as technology or biotech – but it does evolve, [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:29 PM

Re: What market sickness hit the REIT's today?

It was, indeed, interest rate fears. Note that electric utility stocks also took a bit hit on Friday; DUK was down over 4%, and the Dow Jones Utility index was also down by over 4%.

The market, for some time, has been treating REIT commons [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:12 PM

Re: Poll: Yield to First Call Selling Point

Some of the pfds are selling at really low YTFCs. I sold my KRCpG last week, at YTFC of something under 4%. There was a big buyer out there. Most of the quality REIT pfds are trading at YTFCs in the mid-4% range.

This is skimpy, of course, [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 7:57 PM

Re: What About VTR

Determining whether VTR is overpriced is a difficult exercise. HC REIT stocks have been trading at sizeable NAV premiums for years. When this occurs, it is usually due to one of two factors (or both): (1) The market thinks that cap rates will be [more]

Sun Jan 18

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:22 PM

Re: Have we seen the O & G Bottom

Excellent post, Yoda, and I am inclined to agree with you. That said, I know next to nothing about oil and gas, or their stocks. But I did make one buy recently, which I will pass along to you for the very little it may be worth.

Canadian [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:02 PM

Re: AVB, MAA

Today, thanks to REITs' sizzling performance year-to-date, we have seen NAV premiums rise significantly. AVB is now trading, for example, at something like a 14% NAV premium. Many other REITs are also trading at similar premiums.

Speaking [more]

Sun Jan 11

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:36 PM

Re: 25 Years of Outperformance

Ralph:
Could it be that one of the reasons REIT's have outperformed is because they don't pay taxes at the corporate level...


That is certainly possible. The key thing, I think, is that REITs have performed so well for such long [more]

Sun Jan 4

NL

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 8:43 PM

25 Years of Outperformance

Picking up with Block Party posts of recent past, here is another for those who may be interested (from a late November post).

Ralph


Over the past 25 years, REIT stocks, according to the FTSE NAREIT All Equity REITs index, [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:33 PM

Re: VNQ

Just a reminder, but we should be very careful about investing only for yield. First, there is no free lunch; higher yields often come with either slower growth or more risk. And dividends can be cut, especially if the business is cyclical or the [more]

Sun Dec 14

NL

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 7:10 PM

Risk!

For those who may care, here's another fairly recent "Block Party" post; it discusses Risk - and my view of it in the context of REIT investing. This one is two months old, so please forgive its probable lack of [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:58 PM

Re: Interest rates

Any comments arrows or bricks, especially a comment from Ralph and Jim
Luckett.


Tony, I find myself very much in agreement with your assessment. Interest rates and bond yields will certainly affect the pricing of REIT stocks; [more]

Sun Nov 23

NL

Boards Post

Reitnut posted to the Real Estate Inv. Trusts: REITs board. 8:09 PM

STOR: New NNN-lease REIT

STOR is a new equity REIT that IPO'd last week at $18.50. The early trades have been between $19.50 and just under $20. STOR is a triple-net lease REIT, and should be of interest to many - particularly those who like a higher than average dividend [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 7:41 PM

Re: Are REITs Getting Overvalued?

This valuation issue is something all of us are wrestling with. In my opinion REIT stocks are appropriately priced today, and so are other equities - but this, of course, depends on today's low levels of interest rates and bond yields remaining where [more]

Sun Nov 16

NL

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 8:55 PM

Three Dogs - Part 3

This is the last part of the discussion on REITs between my three Goldens.

Ralph


Let’s conclude our three-part series of canine chatter by eves-dropping on my Golden Retrievers’ discussion of value creation. This is [more]

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:48 PM

Re: Three Dogs - Part 2

Bernhard, your questions are good ones. I think the focus of new REIT investors should be primarily upon owning quality merchandise, and not worrying too much about overpaying for the best REITs. I have found that during the vast majority of the [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:21 PM

Re: Industrial, commercial RE - terminology

The term "industrial real estate" is a confusing term. It generally refers to that specific sector of commercial real estate which includes warehouses, distribution centers, "flex space" (serving as a combination of office, [more]

Sun Nov 9

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:10 PM

Re: Three Dogs - Part 2

Valuemonger, your points are well-taken. I have always believed that estimated NAVs should be much more widely available; this will happen some day, when the accounting profession finally approves Fair Value Accounting - but by then I may be sitting [more]

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