gtw999’s Activity

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gtw999 replied to the Real Estate Inv. Trusts: REITs board. 3:23 PM

Re: REIT sell-off

REIT valuations.

1. Treat REIT as a sort of long duration strip bond. Higher inflation means income flow is worth less and strip bond is worth less. Now income flow can increase with inflation, but not right away--leases are locked up for an [more]

Wed Apr 1

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gtw999 replied to the Real Estate Inv. Trusts: REITs board. 4:53 PM

Re: Campus Crest just blew up

Have not followed this REIT, but this news report brings up the following thoughts:

1. Other than REIT tradition and PR considerations, there is no reason a REIT should pay a dividend beyond what the IRS requires. By not paying dividends, [more]

Thu Mar 26

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gtw999 replied to the Real Estate Inv. Trusts: REITs board. 3:30 PM

Re: Zombie REITS

Well, it is a worthwhile subject for various reasons.

Lurkers on the board who do not post may be less aware of this problem.

Secondly, to my mind any high level manager of such a company is to my mind unethical. Sure they explain [more]

Fri Mar 6

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gtw999 posted to the Real Estate Inv. Trusts: REITs board. 12:25 PM

VNQ down over 3% this morning

VNQ down over 3% today AM
O down over 5%

Reasoning is:
Employment gains last month were good
Employment will continue to get better
Job competition will cause rising wages
More jobs puts more money into [more]

Fri Feb 27

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gtw999 replied to the Real Estate Inv. Trusts: REITs board. 12:48 PM

Re: Fixed income ideas? (OT)

I share the notion others have made that maybe you should stay in REITs to a significant degree, even in retirement.

You mentioned capital gains. If those are taxable capital gains, then that is more reason not to churn own's [more]

Mon Feb 16

NL

Boards Post

gtw999 replied to the Real Estate Inv. Trusts: REITs board. 7:13 PM

Re: REIT Pfds: Catch-22?

One can buy preferred shares that sell under par, and limit the risk of being called. Yes, you can be called, but only with a capital gain. Maybe you would have a problem reinvesting, but you would go into that decision ahead of the game. Preferreds [more]

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Boards Stats & Trivia

One star, 50 posts
Board Posts 176
Recs Received 748
People who have rec'd these posts 100
Recs to Posts Ratio (last 30 days) N/A
Threads Started 36
Threads Started Percentage 20.45 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Some thoughts on REITS (4/20/2010)
Percentage of Posts Rec'd 89.20 %
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