factoids’ Activity

Sun Jul 6

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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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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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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]

Thu May 29

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factoids posted to the Real Estate Inv. Trusts: REITs board. 8:14 AM

Assessing Health Care REIT Valuations

Link to part one of Assessing Health Care REIT Valuations - http://seekingalpha.com/article/2243053-assessing-health-car...
Part 2 has yet to be [more]

Mon May 26

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factoids replied to the Real Estate Inv. Trusts: REITs board. 12:49 PM

Re: FAD retention - request for feedback

In a very good reply - BruceCM wrote " I think you are making this too difficult. Let me offer an approach to the question of sustainable and growing distributions (dividends) this way. It is ALL about operational cash flow."

That [more]

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factoids replied to the Real Estate Inv. Trusts: REITs board. 12:48 PM

Re: FAD retention - request for feedback

In a very good reply - BruceCM wrote " I think you are making this too difficult. Let me offer an approach to the question of sustainable and growing distributions (dividends) this way. It is ALL about operational cash flow."

That [more]

Sun May 25

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factoids replied to the Real Estate Inv. Trusts: REITs board. 4:11 PM

Re: FAD retention - request for feedback

tiberko wrote "FAD retention matters in terms of a company's future earnings, but you offer no conclusion. Are you saying that one should invest in Triple Nets that pay out a smaller percentage of FAD than Triple Nets that pay out a larger [more]

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factoids posted to the Real Estate Inv. Trusts: REITs board. 8:34 AM

FAD retention - request for feedback

The example below for a triple-net leasing REIT could be so overly simplistic that it is wrong. The purpose is to show the effect of incremental earnings from FAD retention.

---------- an intro to FAD retention and growth

There are [more]

Thu May 22

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factoids replied to the Real Estate Inv. Trusts: REITs board. 9:42 AM

Re: MLP expertise?

I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness. MLPs are simple (while MLP taxes are not).
1. Invest with distribution CAGR projection awareness. Use multiple sources for your own CAGR projections. [more]

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factoids posted to the Real Estate Inv. Trusts: REITs board. 9:27 AM

Explaining Year-To-Date Health Care REIT Returns

My latest article on Health Care REITs can be found at http://seekingalpha.com/article/2231783-explaining-year-to-d...

For those wanting [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 708
Recs Received 6755
People who have rec'd these posts 453
Recs to Posts Ratio (last 30 days) N/A
Threads Started 373
Threads Started Percentage 52.68 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: REITS & BONDS (5/19/2005)
Percentage of Posts Rec'd 92.94 %
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