Reitnut’s Activity

Thu Apr 23

NL

Boards Post

Reitnut posted to the Real Estate Inv. Trusts: REITs board. 6:38 PM

LHO: Solid Hotel REIT + Yield

Here’s a short post of the type I have threatened:

I have never been a big fan of hotel REITs, as this category lacks the protection of long-term leases, and results can be cyclical and affected by new developments that have not been as [more]

Wed Apr 22

NL

Boards Post

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

Re: A Personal Note

A good friend of mine (who posts here) sent me an email late yesterday, asking me to take a look at the posts on our Board on this thread.

Well, my friends, I am pretty much at a loss for words - which doesn't happen to me very often. And, [more]

Sun Apr 19

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:52 PM

Re: BMR

BMR is a solid REIT. They own and lease space to life science companies, primarly pharma and biotech. This is a very good property sector, and is less economically-sensitive than most. Owners do, however, need to exercise care in tenant choice. BMR [more]

NL

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

Shopping Malls: Far From Dead

Here's a post I did for Block Party early last month.

Ralph


Last week one of the many crazoid radical Islamic terrorist groups (it’s hard to keep track of them all – and who wants to?) made headlines by urging followers to [more]

NL

Boards Post

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

A Personal Note

I'm not sure how long I've been posting here - perhaps over 10 years. I've very much enjoyed doing this, and probably learned almost as much when I am posting as when I read others' posts. But it does take time, and I find I have less and less of it [more]

Sun Mar 8

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 10:17 PM

Re: VNQ down over 3% this morning

Seems like reasoning on stilts to me, all starting with one month's employment rates, a single point of data that may be revised. Maybe the better explanation is simply: the herd stampeded south this morning.

Great post, gtw999. I [more]

Sun Mar 1

NL

Boards Post

Reitnut posted to the Real Estate Inv. Trusts: REITs board. 6:57 PM

High REIT Prices: Should We Worry?

Here's another Block Party post I did for SNL, which was posted about a month ago. It may be of interest to some of you. My timing wasn't very good, as I believe REIT stocks grossly underperformed in February. But I still stubbornly believe in [more]

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:49 PM

Re: READ this before buying REIT preferreds

Most of the quality REIT pfds that I track have YTFCs in the neighborhood of the low 4% to the mid-5% range. That may - or may not - be acceptable to many investors, but it's lower than the 6-7% that we have been accustomed to in recent years. There [more]

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:35 PM

Re: HCN issuing more shares. Again....

The HCN secondary was a good move. It is financing current acquisitions partially with equity to avoid goosing debt leverage, and it is selling new shares at a price well above NAV. We don't know, of course, for how long the HC REITs can continue to [more]

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:30 PM

Re: Interesting Chart

As BG has noted, performance figures are heavily influenced by the time periods used. KIM performed well for a while, then was badly trashed during the Great Recession. KIM's sin was to go outside of US real estate (into Canada, Mexico and Latin [more]

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]

NL

Boards Post

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

Boards Post

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

Boards Post

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]

NL

Boards Post

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

Boards Post

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]

Sat Nov 1

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 9:17 PM

Re: ROIC reports

I have been asked by a friend who posts here regularly to say a few words about ROIC's warrants. As some of you may remember, ROIC issued 49.4MM warrants way back in 2007 in connection with its IPO, exercisable at $12 and expiring in October of this [more]

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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 3488
Recs Received 36611
People who have rec'd these posts 1172
Recs to Posts Ratio (last 30 days) N/A
Threads Started 446
Threads Started Percentage 12.79 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: Where's REITNut? (8/24/1999)
Percentage of Posts Rec'd 86.35 %
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