Reitnut’s Activity

Fri Jul 17

NL

Boards Post

Reitnut posted to the Real Estate Inv. Trusts: REITs board. 11:33 AM

Visit with the DOC

Hey, guys...I haven't been around for a few weeks, and wanted to make a contribution. I wrote the following to share a new REIT idea with you. New REITs are often problematical, but this one now has a 2-year track record - and they've done pretty [more]

Mon Jun 29

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:22 PM

Re: RALPH--help--buy VTR now or ----

Should I buy now or wait until she actually begins torquing it up?

I cannot, of course, answer that question. We all know that timing the market, short-term, is a game that few, if any, can win on a consistent basis. All we know is [more]

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 11:06 AM

A Few Quick Thoughts...

I have not been able to post here for several weeks, due to a combination of a minor health issue, a great deal of volunteer work, and the anguish of having to send our eldest Golden Retriever, Riley, over that "Rainbow Bridge" (but he did [more]

Sun May 31

NL

Boards Post

Reitnut posted to the Real Estate Inv. Trusts: REITs board. 6:50 PM

Healthcare REITs

This was posted about a month ago on SNL, for those who might possibly be interested.

The healthcare sector of the REIT industry, consisting primarily of seniors’ housing, skilled nursing facilities (SNF), medical office buildings [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:44 PM

Re: VTR Ups Dividend

If you want a REAL dividend increase, look at what Extra Space (EXR) did last week: They bumped the dividend by 25.5%. The stock has done really well, as this is a very well-managed REIT and owns properties in the rapidly-growing self-storage sector. [more]

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:32 PM

Re: alexandria --a REIT in a niche

I'm not front running the Fed but I think we can agree that the entire tenor of this board and REITs in general is it's a bad time to buy. Interest rates are going to go up, properties are expensive and so are REITs. I'm searching for good [more]

NL

Boards Post

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

Re: Alexandria NAV

Is it your understanding that only the real estate assets should count on the NAV/share and the market value of the NOI isn't part of that calculation?

Yes, real estate NOI is built into the NAV estimate, so adding them together would [more]

Sun May 17

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:39 PM

Re: Alexandria NAV

I still don't get it. If total assets are $10.5 billion and liabilities are $4 billion, the net assets would be $6.5 billion; divided by 71MM shares outstanding is $91.50 per share. Green St's figure is modestly in excess of that, as they value the [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:26 PM

Re: Alexandria NAV

MonsterFluff, I am puzzled by one thing in your calculation: NAV is calculated on the basis of market value of assets net of debt, divided by the shares outstanding. You have "assets net of debt" of $3.407 billion. If there are 71.2MM [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 5:58 PM

Re: REG & KIM

The NSC sector is a fertile place for new REIT investments; many of these are very well-run and have modest debt leverage, they are leasing up vacant properties, SS NOI growth has been quite good, and new supply is not an issue at all (after the huge [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 5:47 PM

Re: ARE & AREEP

I still love ARE and AREEP, and have been buying a lot more of both. I exchanged emails with CEO Joel Marcus recently, and learned that, in his entire history in this business, market conditions have never been this good. A key factor is the [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 5:41 PM

Re: REITS-Strong Earnings

REITs' late Earnings Season has been quite good, with very few misses, many "beats" and higher guidance. Our space markets are doing well and supply, while increasing, is still at manageable levels in the vast majority of markets. And cap [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 5:28 PM

Re: Home Properties Buyout?

Unlike most buyout rumors, this one probably has some validity. I know nothing about the background or about any serious talks, but HME is prime buyout material given its NAV discount and lack of clear succession plan. Coupled with the interest in [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 5:22 PM

Re: A Personal Note

Thanks to you, too, Gear - I enjoyed the trip down Memory Lane! But, you may not miss me all that much - reports of my final departure, paraphrasing Mark Twain, are a bit exaggerated. :-)

R.

NL

Boards Post

Reitnut replied to the Real Estate Inv. Trusts: REITs board. 5:19 PM

Re: A Personal Note

Thanks so much for the very kind words, Jim - I am blushing as I type. And I am delighted that I was able to make a very modest contribution to your financial security.

I am doubtful that we will ever find the REIT bargains that we did way [more]

NL

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 5:15 PM

Re: LHO: Solid Hotel REIT + Yield

One important thing to remember is that lodging/travel is fairly economically sensitive and this coupled with the segments lack of long term leases at least to the end customer makes these REITs economically sensitive in my [more]

Thu Apr 23

NL

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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 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

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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]

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Big red star, 1000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 3504
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Very First Post Re: Where's REITNut? (8/24/1999)
Percentage of Posts Rec'd 86.42 %
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