bear9’s Activity

Yesterday

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bear9 replied to the Real Estate Inv. Trusts: REITs board. 5:54 PM

Re: Fixed income ideas? (OT)

It is my understanding that the yield to maturity includes the effects of the purchase at a premium. Obviously, the premium will gradually decline as the maturity date approaches until it will trade at par. This bond will go deep into the never-sell [more]

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bear9 replied to the Real Estate Inv. Trusts: REITs board. 1:49 PM

Re: Fixed income ideas? (OT)

What splendid feedback! In particular, the Bulletshares sounds perfect for me, although I have to do my DD.

Just a couple of clarifications: About 80 percent of my money is in IRAs. Hence, I can take gains on the REITs in my IRAs without [more]

Fri Feb 27

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bear9 replied to the Real Estate Inv. Trusts: REITs board. 10:37 AM

Re: Fixed income ideas? (OT)

Norm, one of the really interesting things is that both my Tenet note and this Vanguard note have nearly identical credit ratings and maturity, but the Vanguard note has a yield more than 50 percent higher than the Tenet note. Apparently the market [more]

Thu Feb 26

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bear9 replied to the Real Estate Inv. Trusts: REITs board. 7:48 PM

Re: Fixed income ideas? (OT)

Ncgpa, thanks a bunch for the suggestion! I am trawling Quantumonline and other sources for bonds and ETNs, but figuring out all the parameters, such as yield-to-worst, takes a lot of time. Any shortcuts are greatly [more]

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bear9 replied to the Real Estate Inv. Trusts: REITs board. 7:40 PM

Re: Fixed income ideas? (OT)

Valuemongeragain, I was paraphrasing a comment Buffett made in an article (which I cannot now find) about excessive risk-taking. The point was that once an individual or an institution has achieved its investment objective -- whether it be an [more]

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bear9 replied to the Real Estate Inv. Trusts: REITs board. 7:01 PM

Re: Fixed income ideas? (OT)

Jim, let me make clear that I intend to hold my bonds to maturity, which means that I will (credit risks aside) definitely get my capital back. That is not true of either REITs or REIT preferreds, particularly in light of my belief that both types of [more]

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bear9 posted to the Real Estate Inv. Trusts: REITs board. 2:44 PM

Prologis (PLD)

Logistics REIT Prologis has significantly underperformed other REITs over the past few years. That might be because it is already highly valued due to its blue-chip status.

But I actually consider it a growth hedge in my portfolio because [more]

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bear9 posted to the Real Estate Inv. Trusts: REITs board. 2:32 PM

Fixed income ideas? (OT)

I believe in Warren Buffet's rule that once you have won the game, stop playing. So, now that I am retired, I am trying to shift my portfolio more to bonds and less to REITs, where I am taking very substantial capital gains. I am also selling REIT [more]

Tue Feb 24

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bear9 posted to the Real Estate Inv. Trusts: REITs board. 7:15 PM

Home Properties

I have always been impressed with Home's practice of announcing the going-in cap rate of new acquisitions. I don't know if other companies do it, but it seems uncommon.

[more]

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bear9 replied to the Real Estate Inv. Trusts: REITs board. 5:25 PM

Re: Realty Income

A lot of folks like me are sitting on huge REIT gains and are simply NOT going to give them back. Hence, they are quick on the trigger. I sold my whole position in AVB -- 7 percent of my entire portfolio -- yesterday. I love the company, but Mr. [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 600
Recs Received 1316
People who have rec'd these posts 231
Recs to Posts Ratio (last 30 days) 1.60
Threads Started 113
Threads Started Percentage 18.83 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Why EMC (4/11/1997)
Percentage of Posts Rec'd 64.33 %
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