klee12’s Activity

Sun Aug 24

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 8:07 PM

Re: Annual Asset class return

Thanks for all the replies on my post about what asset class one might hold not to prepare for that event. I didn't think of floating rate instruments and will look into them.

During the next two years I do not think interest rates will rise [more]

Thu Aug 21

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 4:30 PM

Re: Annual Asset class return

Assume we think interest rates will rise in the future. What asset class should we hold now to prepare for that event?

I don't know where interest rates will be in the future, but I want to position my portfolio now in case that happens. I [more]

Thu Jul 31

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 11:41 AM

Re: Latest RMP Buy -- NRF

Here's how I look at the situation.

NRF and a 1:2 reverse stock split. Everyone who had 100 shares of the pre-split (old) NRF now had 50 shares. But everyone who had 100 shares of old NRF also got 50 shares of NASM. The cash flow, tangible [more]

Wed Jul 23

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 9:23 PM

Re: A Few Thoughts on Bond Yields

I think I've heard it said that the labor participation rate is dropping and the number of part time workers increasing. That, if true, might affect the median income.

Corrections, comments, bricks welcome

klee12

Fri Jul 4

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 2:56 PM

Re: Pick One Exercise

I'll pick LNCO as my income stock. I haven't added, just held what I had.

LNCO had a roller coaster ride. Suffice to say, LNCO (really LINE) was going to acquire BRY but, IMHO, an unjustied bear raid followed the announcement of the [more]

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 12:38 PM

Re: NRF & NSAM

I hold a position in NRF but I don't really understand what is going on very well. Let me offer my comments and if they are inaccurate maybe some expert can correct me.

1.
NRF is considered a commercial mortgage REIT but after the Great [more]

Wed Jun 4

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 9:05 PM

Re: I think I've got it!

Jabez1

I hold a lot of preferreds but I worry about inflation risk and redemption risk.

If inflation takes off usually interest rates rise. Therefore the price of the preferreds will tend to decrease. The preferreds will probably [more]

Tue May 27

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 2:36 PM

Re: FAD retention - request for feedback

Let me put in my 2 cents worth.

I've tried to understand accounting, oh how I tried. But I couldn't get past the elementary stuff without falling asleep. So I can't let numbers affect my choice of stocks. I look at analysts reports and this [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2515
Recs Received 7265
People who have rec'd these posts 423
Recs to Posts Ratio (last 30 days) N/A
Threads Started 114
Threads Started Percentage 4.53 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post What if REITs take off (11/24/1999)
Percentage of Posts Rec'd 71.97 %
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