Reitnut’s Activity

Sun Jan 18

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Boards Post

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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Boards Post

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

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Boards Post

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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Boards Post

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

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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]

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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

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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]

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Boards Post

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]

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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]

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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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Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 7:59 PM

Re: HCN

HCN has been winning many new fans, due in large part to its ability to partner with large healthcare providers who would like to rid their balance sheet of capital-intensive real estate assets. Management argues that this gives them a leg up on [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 7:49 PM

Re: ARCP: Files "Non-Reliance" on fin

Trashings like ARCP has taken recently often give rise to great buying opportunities for value-oriented investors. But sometimes they are simply "value traps," and never pull out of their nose-dives. Lots of seemingly smart investors lost a [more]

Sun Nov 2

NL

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 11:30 AM

Three Dogs - Part 2

This is the second part of my "three dog" series of three posts I did for Block Party last month. This one was dated about Sept 15, when REIT stocks were \being trashed as the yield on the 10-year T-note ran up to 3.6%. [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 Post

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

Re: REIT Preferreds: Sell today or hold forever

Well, Yoda, you certainly provoked a controversy here, which was probably not your intent - but you also stimulated some intelligent thoughts (and points of view) on interest rates, bond yields, government debt and all sorts of other issues of [more]

Sun Oct 12

NL

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

A Three-Dog Afternoon

This was posted something over a month ago on Block Party...I don't think much has changed since I wrote this.

Ralph


About a month ago Paula and I adopted another critter; Maggie is a six-year-old off-white Golden Retriever, [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:40 PM

Re: Buybacks

My take on buybacks is rather simple. I think there is nothing inherently wrong with stock buybacks, and that the wisdom of such depends on whether the company is buying back stock at below intrinsic value. Warren Buffet says that a company should [more]

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Big red star, 1000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 3469
Recs Received 36078
People who have rec'd these posts 1161
Recs to Posts Ratio (last 30 days) N/A
Threads Started 438
Threads Started Percentage 12.63 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: Where's REITNut? (8/24/1999)
Percentage of Posts Rec'd 86.25 %
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