Valuemongeragain’s Activity

Yesterday

Recommendation

Valuemongeragain recommended coolprash's post on the Real Estate Inv. Trusts: REITs board. 7:54 PM

Sam Zell selling Multi-Family

Sat May 28

Recommendation

Valuemongeragain recommended aj485's post on the Real Estate Inv. Trusts: REITs board. 4:06 PM

Re: Rising Rates
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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 4:06 PM

Re: Rising Rates

Thanks AJ,

I was being facetious about last week's move in financials and REITs being that odd in light of the Fed release.

Such a move was perfectly logical to me and you, but not to one other on this board.

VM

Recommendation

Valuemongeragain recommended gracepeace's post on the Real Estate Inv. Trusts: REITs board. 12:01 PM

This Weeks Barron's -REITS
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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 12:22 AM

Re: Rising Rates

"So does this mean market thinking about rates has come full circle?"

No, but the broad U.S. equity markets being up strongly this week probably does.

If I was the type to actively read Fed minutes to determine what [more]

Fri May 27

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 8:00 PM

Re: Warehouse space is heating up

"UMH is also run by the Landy family."

I generally stay away from what I call "family situations" and I would consider both UMH and MNR family situations.

This is a lesson that I learned the hard way with a [more]

Mon May 23

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 3:38 PM

Re: Rising Rates

More on the odd move of VNQ (REITs) and financials last week.

The Fed had just released its minutes to the April meeting, see the link below:

[more]

Sun May 22

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 10:25 PM

Re: Falling rates

Falling rates? If you read the paper referred linked to below, you can easily find plenty of quotes, theories, and data to support an argument for a moderate increase in interest rates or for rates to remain low. There really is not much in the paper [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 8:47 PM

Re: Commons vs Preferreds: Who wins?

CM001,

I agree with your assessment of the WFC and BAC preferreds.

I have never bought a preferred that wasn't a REIT preferred.

I have read, several years back, that some non-REIT preferreds paid ordinary dividends and [more]

Wed May 18

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Boards Post

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

Rising Rates

I think someone once said the market is always telling us some, its just sometimes wrong.

Today the Dow was down 2 basis points, the S&P was up 2 basis points, the NASDAQ was up 50 basis points and the Russell 2000 was up 48 basis [more]

Tue May 17

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 11:43 AM

Re: US federal debt is shrinking

"My point is deficit is going down thus US debt shrinking. That's not seasonal."

Its one month that is significantly lower.

April 2015 to April 2016, $631.4B to $440.4B Yes, that is a significant drop.

But lets [more]

Mon May 16

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Boards Post

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

Re: US federal debt is shrinking

Just a point. People receiving refunds tend to file in late January or early February. Those having to pay in with their 1040's tend to wait until closer to April 15th to file/pay, sometimes generating a temporary surplus.

That said, April [more]

Sat May 14

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 11:11 AM

Re: Barry Sternlicht on CNBC this morning

"What nonsense Blodgett is spouting."

What Blodget spouting nonsense - now that is not hard to believe!

Fri May 13

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 8:17 PM

Re: Barry Sternlicht on CNBC this morning

"Is it possible that on-line retail has grown and Mr. Sternlicht has no thoughts on how to make his malls more relevant to todays consumer?"

A lot of talk on the business news about retail's weakness. Two charts I saw this week had [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 3:18 PM

Re: LXP-C: No Luck with Fidelity

"while I was waiting for an answer I parked the funds in LXP common and I'm up 10% in just that short time"

Buying LXP common Jim even after you panned it a year ago today, see below.

[more]

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 12:58 PM

Barry Sternlicht on CNBC this morning

Barry Sternlicht, the Chairman and CEO of Starwood Properties, was on CNBC this morning.

Some very interesting comments by Mr. Sternlicht!

1. Japanese Purchase of U.S. REITs - In a search for yield, the Japanese have poured $7 [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 11:46 AM

Re: NY Fed Head Sanguine

"the low rate environment we live in driven not by Fed policy but by global demand deficiency (excess desired savings)."

Agreed 100%!

I find most things economic have multiple factors causing them some more artificial to [more]

Recommendation

Valuemongeragain recommended CM001's post on the Real Estate Inv. Trusts: REITs board. 11:24 AM

Re: NY Fed Head Sanguine

Thu May 12

Recommendation

Valuemongeragain recommended CM001's post on the Real Estate Inv. Trusts: REITs board. 7:41 PM

1 in 3 malls doomed
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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 370
Recs Received 1439
People who have rec'd these posts 178
Recs to Posts Ratio (last 30 days) 4.30
Threads Started 54
Threads Started Percentage 14.59 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: OT: A Muni Charting-Lesson (3/4/2011)
Percentage of Posts Rec'd 87.57 %
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