bhpo’s Activity

Wed Apr 9

NL

Boards Post

bhpo replied to the Real Estate Inv. Trusts: REITs board. 5:45 PM

Re: STWD vs NRF

remember STWD is a commercial mortgage reit and NOT highly levered like the residential mortgage reits

Tue Apr 1

NL

Boards Post

bhpo posted to the Real Estate Inv. Trusts: REITs board. 8:27 PM

survey

I am taking a time out on income investing. There are too many moving parts to make an intelligent decision currently. For instance the yield spread on Reit Pfds vs many Reit commons is too narrow to take on long duration income assets. One mans [more]

Tue Mar 25

NL

Boards Post

bhpo replied to the Real Estate Inv. Trusts: REITs board. 1:08 AM

Re: LXP

I do not know much about LXP but the broken conv Pfd at 6.85% yield does not seem attractive

Fri Mar 21

NL

Boards Post

bhpo posted to the Real Estate Inv. Trusts: REITs board. 7:16 PM

Yellen fed comments

"The Yellen Fed Is Not As Dovish As The Market Thinks"
is headline of report that I cannot distribute. Needless to say, careful with allocations to long duration assets

Tue Mar 11

NL

Boards Post

bhpo posted to the Real Estate Inv. Trusts: REITs board. 11:38 PM

ROIC

Big news possible see WSJ about s deal with VNO

Fri Jan 31

NL

Boards Post

bhpo replied to the Real Estate Inv. Trusts: REITs board. 6:05 PM

Re: LTC-- on the fence -what do U think?

High medicare/medicaid percentages would disqualify LTC for me. Why go there
when you have VTR with best management, great dividend history,low govt re-imbursement percentages etc. If one has made enough to be comfortable, Ralph's great line [more]

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Boards Stats & Trivia

One star, 50 posts
Board Posts 149
Recs Received 288
People who have rec'd these posts 68
Recs to Posts Ratio (last 30 days) N/A
Threads Started 39
Threads Started Percentage 26.17 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: Feeling like Sisyphus?? (8/16/2010)
Percentage of Posts Rec'd 61.07 %
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