Valuemongeragain’s Activity

Yesterday

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 6:50 PM

Re: Northern Properties

"Of course wind and solar might trash this investment but this is a risk I will take."

I wouldn’t worry too much about that. The great physicist Richard Feynman said "For a successful technology, reality must take precedence [more]

Fri Jul 17

Fri Jul 3

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 10:03 PM

Re: Best and Worst Preferreds

"The concern here seems to be that the preferreds will never be called and you will be stuck in perpetuity with shares that keep declining and the loss of capital will be permanent."

I just got back from a two week absence hiking [more]

Fri May 22

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 12:13 AM

Re: MNR

Something about the family proprietorship bothered me.

Amen!!!!!

I avoid family situations -think RMR and others - like the plague.

Might be a few OK ones, but I've seen so many bad ones that I say why bother.

Mon May 18

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 5:21 PM

Re: REITS-Strong Earnings

"REITs don't always underperform in rising rate environments (in fact, they have underperformed about half the time when that happens), and I can point out that rising rates usually mean a stronger economy"

I think the perception [more]

Recommendation

Valuemongeragain recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 12:08 PM

Re: REITS-Strong Earnings

Fri May 15

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 11:18 AM

Re: More on LXP

"in-place rents is valuable information of a kind that is scarce for the LXP's of the world, I think."

Appraisers, good appraisers, generally have access to market rents for major property types and the LXP's of the world get that [more]

Thu May 14

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 1:57 PM

Re: PCL

Don't own PCL and never have. Have owned other timber companies and have had direct ownership of timberland.

There is one "possible" explanation that could make them paying out more than earnings acceptable.

If they [more]

Wed May 13

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 2:29 PM

More on LXP

The 1st quarter results were OK and I saw NOTHING in them that have contributed to LXP's 23% price decline since it's 52 week high in late January.

What I liked:

1) 96.7% occupancy rate
2) Obtained $80.8 million in financing at [more]

Mon May 11

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 3:12 PM

Re: OT Sustainable withdrawal strategies

"What kills any retirement is a market downturn right when you retire"

Traditionally that has been the one big threat in most hypothetical or back tested scenarios.

Do we have a new one today?

One of [more]

Recommendation

Valuemongeragain recommended BGinNJ's post on the Real Estate Inv. Trusts: REITs board. 9:53 AM

Re: REG & KIM

Thu May 7

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 4:56 PM

Re: REG & KIM

"investments were suspect including CD's and Money Market accounts. Investors were just shy of putting their money under the mattress."


I worked in banking back then.

First when deposits exceeded the FDIC limit, the [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 3:19 PM

Re: Any thoughts on LXP

Thanks to all that provided their input on LXP.

To all that spoke of their past problems from 2008-2009 and potential problem of gaining new tenants after losing tenants. I think this their largest problem and perhaps one reason that LXP [more]

Wed May 6

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 1:33 AM

Any thoughts on LXP

Lexington (LXP) is a REIT that specializes in single tenant properties. Today it hit a new 52 week low at $9.07 and closed at $9.09 which is down 23% from its 52 week high.

LXP specializes in single tenant properties. They do a lot of build [more]

Tue May 5

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 7:08 PM

Re: REIT sell-off

" My thinking is that between now and the FED rate increase, whether that be last q this year or 1st q next year, that REITS will continue to correct until the actual rate increase occurs.Once it happens, wherever REITS are at that time, the [more]

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 273
Recs Received 1058
People who have rec'd these posts 154
Recs to Posts Ratio (last 30 days) N/A
Threads Started 41
Threads Started Percentage 15.02 %
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 87.18 %
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