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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Boards Post

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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Boards Post

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]

Tue Jun 24

NL

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]

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