klee12’s Activity

Mon Jul 13

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 8:24 AM

Re: Brad Thomas - 4 REITS

Hello

An inspiration as I lay sleeping. WPC merged with the NTRs mentioned in my earlier post on this thread. There were six mergers so the total amount of mergers may be significant. That might affect the calculation of historical Net OpCF [more]

Sun Jul 12

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 7:31 PM

Re: Brad Thomas - 4 REITS

Bruce, ..I should have given more details in my post ... my apologies.
I also should have pointed to MonsterFluff's post in this thread.

[more]

Sat Jul 11

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 6:01 PM

Re: Brad Thomas - 4 REITS

BruceCM wrote

<<But anyone who might have an idea of why WPC's CF numbers look as they do would be appreciated.>>

I don't have an answer to your question (I'm very accounting challenged) but let tell you what I know [more]

Mon Jul 6

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 11:28 PM

Re: Best and Worst Preferreds

I not have been clear. I was talking about a nominal 4% return, not 4% adjusted for inflation. I was thinking in the back of my mind about returns from preferreds.

klee12

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 6:46 PM

Re: Best and Worst Preferreds

I'm looking at the cumulative effects of inflation. Assume 2% inflation. After one year, a dollar of income will be worth 98 cents in real terms compared to today, after 2 years about 96 cents, after 10 years, about 81.7 cents. Of course it gets [more]

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 11:55 AM

Re: Best and Worst Preferreds

MonsterFluff, when going out so far, I would consider inflation risk. If interest rates rise the low coupon preferreds probably will not be called. If I'm looking for a 4% real inflation adjusted return preferreds may not be the place to [more]

Thu Jun 25

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 1:18 PM

Re: VTR

brucedoe wrote <<, but all those things with ETFs are voluntary and are not forcing.>>

Sort of. The ETF is supposed to track an index. If the index is up 1%, the ETF wants to see it is up very close to 1%. The index doesn't hold [more]

Wed Jun 24

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 11:55 AM

Re: VTR

Good question brucedoe. Let me take a crack.

The ETFs has a portfolio of stocks in which the proportion of each stock in the portfolio is equal to the ratio of the market cap of the stock to the total market cap of the stocks in an index. [more]

Fri Jun 19

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 2:06 PM

Re: Little REITs

I taken small positions in speculative small-cap stocks. Some turn out well, some have not. But the gains on the winners tend to be large, the losses small (at least post 2010). I have done lots of DD's on the small cap, much more than on my [more]

Mon Jun 15

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 12:30 PM

Re: VTR (Gasp!)

Hello,

There seems to be some puzzlement as to why VTR has become such a perceived bargain. Here are some comments.

1. Looking at the performance of the three largest healthcare REITs

[more]

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