Reitnut’s Activity

Sun Sep 28

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:33 PM

Re: Reit Common

It's kind of funny when you think about it...I have no knowledge of Brad Thomas' skill or expertise, and I found much fault with one of his pieces on...what was it?...ROIC? That said, I have read only one of them.

What may be funny is that I [more]

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

Re: PCI - Pimco Dynamic Credit Income..

Splendid post on PCI, BruceCM. It again demonstrates that there is rarely a free lunch in the investment world, and a yield of over 8% these days means that investors ARE taking some risks. In my opinion, that risk is worth taking with a very modest [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:07 PM

Re: REIT swoon . . .thank the ETF's

I very much agree with Yoda's analysis. It is also odd that, until Friday, REITs were consistently weak even though the yield on the 10-year backed down quite a bit. I don't see much that would get the 10-year's yield to spike, especially with the [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 5:53 PM

Re: Ventas

No problem, Martin...I would buy more VTR at any price below $61, as NAV is around that level. There is nothing at all wrong with VTR, just that FFO/AFFO growth is likely to be slowing to something like 5% annually...still, that's not bad, when you [more]

Sun Sep 14

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 7:24 PM

Ventas

There was a bullish story on Ventas (VTR) in this week's Barron's. I don't know if this link is accessible to non-subscribers: [more]

Sun Sep 7

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

Are REITs Cheap or Expensive?

I don't think I have yet posted this prior Block Party post; if I have, I apologize.

Ralph


I confess that I have written from time to time about REIT valuation issues; however, I hope you will be forgiving on account of its [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:31 PM

Re: NRF

Excellent post, tiberko. Your concerns are very real. Another concern is that the CEO has always been a real estate debt guy; does he know enough about health care properties? Did he overpay for that large acquisition? Is the stock were it's trading [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:16 PM

Re: AREEP: Good Yield + Call Option

Hey Ralph

What's your thoughts on EPR+E another convertible preferred


Wish I could help, but I don't follow EPR at all.

R.

Mon Sep 1

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 7:18 PM

AREEP: Good Yield + Call Option

I’d like to say a few kind words about AREEP, which is an odd duck even among the odd ducks that are preferred stocks. Unlike most pfds, AREEP is convertible into ARE common stock; the conversion price is $100.93 per share. This equates to 0.2477 [more]

Sun Aug 24

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 7:24 PM

A Few Favorites

I'd like to say a few words about my four largest REIT positions. This post would be much too long if I covered each thoroughly, so perhaps use this as a starting point in your research if you are looking to add to (or even taper) REIT positions. [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:54 PM

Re: Annual Asset class return

Lots of comments on this thread, and it's an interesting one. Past performance, of course, is no guarantee of future performance - even over 20+ years.

There are two ways to look at REITs' prospective performance. One is from the trader's [more]

Sun Aug 17

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 7:15 PM

KIM: A Few Kind Words

Kimco Realty (KIM) is a large-cap shopping center REIT (with an $18 billion portfolio) that's been public since 1992. It was, at one time, a "blue-chip" REIT, but lost that designation in 2008 when some of its non-real estate investments [more]

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 6:48 PM

COR: Selling Picks to Miners


Not too many posts on REIT commons these days, so I will copy and paste a blog post on it that I did for SNL Financial a couple of weeks ago. Those who like yield (perhaps most of you) will note that the yield on COR is an above-average 4.2%,
[more]

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

Re: NRF dividend announcement

I suspect that NRF common would trade at a higher price if they would significantly slash their debt leverage (although that would reduce FFO to some extent, and perhaps even require a cut in the dividend). Unless and until they do that, NRF will [more]

Sun Aug 3

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

REIT Earnings Season

REITs' "earnings season" is pretty far along and most REITs have reported on Q2 results and offered guidance for the balance of the year. One might think that, based on the recent price action in REIT stocks, operating results and/or [more]

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 7:06 PM

Re: Suprised no chatter about WIN telco REIT spi

Perhaps REITs such as these should not be regarded as REITs in the normal sense, but rather as a financing device for the company spinning it off. This was the logical conclusion when Dillard's was thinking of doing something similar.

I [more]

Sun Jul 20

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 8:18 PM

Re: Block Party Musings

JK, you could sure be right. There are many headwinds facing us, which could keep interest rates and bond yields quite low for a long time. I am always looking over my shoulder for a reversal, but I don't see anything worrisome on the horizon. And [more]

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

Re: A Few Thoughts on Bond Yields

Thanks much for the good wishes, LuckyDog. If you'd like me to send you a picture of the pups, send me an email and I will respond.

R.

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Reitnut replied to the Real Estate Inv. Trusts: REITs board. 6:45 PM

Re: A Few Thoughts on Bond Yields

What are some good quality equity REITs selling at "very modest estimated NAV premiums"?

Here is just a very partial list:

Apartments: Every one of them except ESS are still trading at NAV discounts or very modest [more]

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Reitnut posted to the Real Estate Inv. Trusts: REITs board. 5:44 PM

Block Party Musings

Here's another cut and paste job from a recent Block Party post on SLN Financial's website...

Ralph


What if Janet Yellen, fearing a bubble induced by easy money, closed the stock market for the rest of the year? Well, REIT [more]

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Big red star, 1000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 3445
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Very First Post Re: Where's REITNut? (8/24/1999)
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