factoids’ Activity

Sat Sep 27

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Boards Post

factoids replied to the Real Estate Inv. Trusts: REITs board. 11:52 AM

Re: HCN and Expansionitis

HCN is in need of paying down some of its debt -- going by their reported fixed charge coverage ratio. For Q2-14, HCN's fixed charge coverage ratio was 2.78x. HCP's was 4.0x and VTR's was 4.7x. There is a correlation between 'coverage' and FFO [more]

Mon Sep 8

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factoids posted to the Real Estate Inv. Trusts: REITs board. 7:32 PM

DOC to have secondary offering

I did provide a Health Care REIT update this week-end - which can be found at [more]

Fri Sep 5

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Boards Post

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

Re: WPZ Williams Off Topic

CMLP has always appeared to be a turn-around candidate -- and it has always disappointed. CMLP looks to be the one mistake I have kept.
I sold KMP for tax reasons - and would not replace it.
That list omits the GPs that I own.
One can [more]

Thu Sep 4

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factoids replied to the Real Estate Inv. Trusts: REITs board. 6:41 PM

Re: WPZ Williams Off Topic

Martin wrote "What I do not understand is why you say my decision to buy WPZ was a good one but you go on to say that if I am a "yield hog" it was suboptimal."

MLPs with their mostly tax deferred income are a tax [more]

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factoids posted to the Real Estate Inv. Trusts: REITs board. 12:05 PM

Capital One Financial starts REIT coverage

Boston Properties, Inc. (NYSE:BXP) is now covered by analysts at Capital One Financial Corp.. They set an "equal weight" rating on the stock. Previous closing price of $121.42.
Camden Property Trust (NYSE:CPT) is now covered by analysts [more]

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factoids replied to the Real Estate Inv. Trusts: REITs board. 12:04 PM

Re: WPZ Williams Off Topic

It is the year for growth MLPs - and lower growth options are mostly out of favor (example - note the price appreciation for the E&Ps in 2014) --- it is not just WMB.

Those interested in "Williams" have purchased c-corp GP WMB. [more]

Sat Aug 23

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factoids posted to the Real Estate Inv. Trusts: REITs board. 10:45 AM

Off Topic - Spreadsheets on other sectors

It takes some time to acclimate to the data presentations in my spreadsheets. I know this because when I read "wide" spreadsheets done by others -- it takes a few minutes before I can begin to take in the lessons in the data. If you have [more]

Mon Aug 18

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factoids posted to the Real Estate Inv. Trusts: REITs board. 9:25 AM

First Look At CTRE Health Care REIT

This information is also posted at my Seeking Alpha InstaBlog - the link is [more]

Sun Jul 6

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Boards Post

factoids posted to the Real Estate Inv. Trusts: REITs board. 8:38 PM

Ries Inc. Stats Q4-14

U.S. office vacancy rate stagnant at 16.8% Reuters, 6-30-14
U.S. office vacancy rate remained stagnant at 16.8% in the second quarter due to lower demand for new or additional space, real estate research firm Reis Inc said in a report [more]

Wed Jul 2

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factoids posted to the Real Estate Inv. Trusts: REITs board. 3:32 PM

Retail and Health Care Stats

I have posted year to date and price/FFO speadsheets in updates on my Seeking Alpha InstaBlog. The index to the blog is [more]

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factoids posted to the Real Estate Inv. Trusts: REITs board. 3:15 PM

the world - part three

It is my opinion that there was some good stuff in part two. "Bad news forecasts are significantly more optimistic than good news forecasts." I didn't know that. But that counter intuitive finding makes sense. (If you drop a frog into a pan [more]

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factoids posted to the Real Estate Inv. Trusts: REITs board. 12:32 PM

the world - part two

Effect of Reputation on the Credibility of Management Forecasts
Amy P. Hutton, Phillip C. Stocken
statistika21.files.wordpress.com/2013/03...

We examine the effect of firm [more]

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factoids posted to the Real Estate Inv. Trusts: REITs board. 12:31 PM

The world according to Factoids - part one

This is the way I see things - and it is an "outside of consensus" view of the world.

I am getting the impression that some of the best investors (and it is not a stretch to tag Bruce CM and Reitnut with a "best" label) [more]

Fri Jun 27

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factoids posted to the Real Estate Inv. Trusts: REITs board. 12:25 PM

MLV expands coverage - AVIV, BMR, DOC

Aviv REIT, Inc. (NASDAQ:AVIV) is now covered by analysts at MLV & Co . They set a "hold" rating and a $30.00 price target on the stock. 5.2% upside from the previous close of $28.51.

BioMed Realty Trust Inc. (NYSE:BMR) is now [more]

Tue Jun 24

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Boards Post

factoids posted to the Real Estate Inv. Trusts: REITs board. 8:41 AM

Are Analyst Earning Projections Really "Analyst"

Where do earnings (of FFO) projections really come from? That is the focus of my Seeking Alpha article Are Analyst Earning Projections Really Their Projections? ( [more]

Fri Jun 6

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Boards Post

factoids replied to the Real Estate Inv. Trusts: REITs board. 8:15 PM

Re: I think I've got it!

After strongly suggesting a heavy weighting in consumer stable stocks for a retired investor who only needs a 2.5% yield on his portfolio - I believed it was appropriate to share some of my data on the sector.

I have posted more data than [more]

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factoids replied to the Real Estate Inv. Trusts: REITs board. 5:29 PM

Re: I think I've got it!

Because your need for yield was so low, I suggested only 1099 reporting a c-corp options. I did incorrectly suggest WGP - which is a GP, but is not a 1099 reporting GP. There are not IRA issues with a c-corp "MLP type" or "MLP [more]

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factoids replied to the Real Estate Inv. Trusts: REITs board. 1:15 PM

Re: I think I've got it!

I have made the case that retired investors need a plan that generates 5% income growth in retirement in order to keep up with the Jones. That case can be found in "How Much Dividend Income Growth Do You Need?" and the link is [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 716
Recs Received 6846
People who have rec'd these posts 456
Recs to Posts Ratio (last 30 days) N/A
Threads Started 377
Threads Started Percentage 52.65 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: REITS & BONDS (5/19/2005)
Percentage of Posts Rec'd 93.02 %
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