gtw999’s Activity

Mon Sep 15

NL

Boards Post

gtw999 posted to the Real Estate Inv. Trusts: REITs board. 6:38 PM

REIT swoon

It has been unpleasant to notice the effect on my portfolio of a recent swoon in REIT values. REITs are down about 5.6% in the last five days; S&P500 down only about .8% in that period.

[more]

Tue Sep 2

NL

Boards Post

gtw999 posted to the Real Estate Inv. Trusts: REITs board. 2:17 PM

RMR making yet another move at expense of REIT s

RMR making yet another move at expense of REIT shareholders.

Not long ago, dissident shareholders of CWH (now EQC) forced a vote that removed RMR from management of CWH. CWH owned about 30% of SIR, another REIT managed by RMR, and RMR [more]

Fri Aug 22

NL

Boards Post

gtw999 replied to the Real Estate Inv. Trusts: REITs board. 5:10 PM

Re: Annual Asset class return

REITS may outperform before taxes, but after taxes the gap would close up. After all REITs have higher yields in their dividends and dividends trigger immediate taxes, while appreciated stock that is not sold does not. Also, assuming full taxability [more]

NL

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gtw999 posted to the Real Estate Inv. Trusts: REITs board. 5:04 PM

taxable income of REITS-a source

Here is a source that breaks down the allocation of dividends from numerous REITS.

[more]

NL

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gtw999 posted to the Real Estate Inv. Trusts: REITs board. 5:01 PM

Anyone interested in CBL?

Doing some searches, and came across CBL, and almost did not look into it much, since it is a Mall REIT, and I think Malls are stagnant. But did look further, and it seems they have a sober management crew that has been reducing debt and actively and [more]

Wed Jul 30

NL

Boards Post

gtw999 replied to the Real Estate Inv. Trusts: REITs board. 2:52 PM

Re: Suprised no chatter about WIN telco REIT spinoff

Generally, one sees more and more discussion of this REIT conversion with various sectors of the stock market. The economic reason largely is the reduction of taxes, since REIT income is only taxed once, while if that imputed income is kept in the [more]

Sat Jul 12

NL

Boards Post

gtw999 replied to the Real Estate Inv. Trusts: REITs board. 12:13 PM

Re: CWH / SIR

I think Lakeview is dead in the water now as to mounting a challenge to RMR's control of SIR.

It is possible that some activist could go after GOV by buying up 9% and then doing what Corvex did with CWH. However, a potential activist would [more]

Thu Jul 10

NL

Boards Post

gtw999 replied to the Real Estate Inv. Trusts: REITs board. 4:15 PM

Re: CWH / SIR

Interesting implications to this.

By this move, RMR has insulated themselves from an outsider's move to oust RMR from SIR. They control GOV, and of course RMR has their own shares of SIR now too. It would not be possible to have a [more]

Thu Jul 3

NL

Boards Post

gtw999 replied to the Real Estate Inv. Trusts: REITs board. 1:33 AM

Re: Pick One Exercise

My last purchase, and a major holding now is: SIR

Yields 6.8%

base numbers pretty good

Under external RMR management, which is bad. However, SIR is owned 37% by CWH, now independent of RMR. There is movement afoot now by [more]

Fri Jun 27

NL

Boards Post

gtw999 posted to the Real Estate Inv. Trusts: REITs board. 6:05 PM

Hotels, anyone?

http://www.reuters.com/article/2014/06/27/ny-fitch-ratings-r...

Article suggests there could be consolidation in Hospitality REITs, [more]

Wed Jun 18

NL

Boards Post

gtw999 replied to the Real Estate Inv. Trusts: REITs board. 5:50 PM

Re: "O" increases dividend

And "O" borrows at a good rate:

Realty Income Corporation (Realty Income), The Monthly Dividend Company®, (NYSE:O), today announced the pricing of $350 million of 3.875% senior unsecured notes due 2024. The public offering [more]

NL

Boards Post

gtw999 posted to the Real Estate Inv. Trusts: REITs board. 2:06 PM

"O" increases dividend

Realty Income Corporation (Realty Income), The Monthly Dividend Company®, (NYSE:O), today announced its board of directors has declared an increase in the company's common stock monthly cash dividend to $0.1827917 per share from $0.1824792 per [more]

Mon Jun 9

NL

Boards Post

gtw999 posted to the Real Estate Inv. Trusts: REITs board. 3:32 PM

Regarding RPT-D

If you understand, can you paraphrase the terms regarding the mandatory conversion of the RPT-D after 2018?

Now RPT-D moves with RPT, and has the risk-reward profile more of the common share than a typical preferred share. If RPT-D converted [more]

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Boards Stats & Trivia

One star, 50 posts
Board Posts 163
Recs Received 678
People who have rec'd these posts 93
Recs to Posts Ratio (last 30 days) N/A
Threads Started 35
Threads Started Percentage 21.47 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Some thoughts on REITS (4/20/2010)
Percentage of Posts Rec'd 88.96 %
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