klee12’s Activity

Fri Apr 24

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 11:29 PM

Re: European REITs

Thanks Valuemongeragain, for the information. I think I'll take your advice to hold it a year or so and then decide what to do.

klee12

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 4:33 PM

Re: European REITs

OMG, I completely forgot about the tax angle. Valuemongeragain, or anyone else, do you have any opinion about the tax status of the proposed NRF spinoff, NRE. If I understand it correctly NRE will be U.S. based, own real estate in Europe, and collect [more]

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 1:00 PM

Re: ARCP Legal Woes

The Bloomberg article

http://www.bloomberg.com/news/articles/2015-04-18/american-r...

has more detail. [more]

Wed Apr 22

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 1:28 AM

Re: European REITs

Srockaz, I think STWD, an mREIT, holds European paper, about 13% of assets, IRRC.

I don't know of any U.S. REIT investing in European real estate. That doesn't mean there isn't one. I'm sure there are European REITs (or their [more]

Tue Apr 21

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 8:13 PM

Re: BBEPP

The has been discussion on this board about the relative merits of NRF and NSAM. I hope no one thinks either stock was being promoted.

This board is one of the few where people can discuss differences of opinions calmly. That helps everyone [more]

Mon Apr 20

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 4:50 PM

Re: A Personal Note

Ralph, I want too want to express my appreciation for all that you taught us. I appreciated (and made money) on your suggestions but more than that you taught me how to look at REITs, the importance of NAV and much more. And your always calm and [more]

Fri Apr 17

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 7:34 PM

Re: NSAM Selloff

I take note of day to day price movements but I'm don't pay too much attention to them. I'm more interested in CAD projections. That's just me.

The following points are from my failing memory, so take them with a pound of salt.

I [more]

Wed Apr 8

NL

Boards Post

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

Re: NTRs, NSAM and NRF

Hello Reitbird

I keep on writing about NRF/NSAM because some of us had NRF and wondered what to do after the split. I put in my 2 cents worth about the fundamentals and made a case for NRF. However events evolve and I wanted to warn others, [more]

Tue Apr 7

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 5:32 PM

Re: NTRs, NSAM and NRF

An update

Since February 26 Hammanoto has disposed over 700000 shares of NRF, and other officers also made large dispositions also. The transactions were of automatic sales. Does anyone know what that means?

[more]

Wed Apr 1

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 5:14 PM

Re: NTRs, NSAM and NRF

Thanks Martinmouth for your kind words. Just trying to be of service to the board from which I learned so much.

There was some discussion of WPC, a net-lease REIT, and I thought I would take a look and, OMG, they do NTRs. They launched their [more]

Mon Mar 30

NL

Boards Post

klee12 posted to the Real Estate Inv. Trusts: REITs board. 1:51 AM

NTRs, NSAM and NRF

Some of us had some old NRF common and now find they now have some new NRF and NSAM common. NSAM has an non-traded REIT component (NTR) component and the purpose of this post is to give a description the NTR industry, see how NSAM fits in and [more]

Thu Mar 5

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 6:48 PM

Re: NRF and NSAM

Hello, TJberko

OK, we'll have to agree to disagree. Some final words.

You say <<Every time NRF does an acquisition, NSAM is a big beneficiary,>>. Yes, but if the acquisition is significantly accretive to NRF, then NRF is [more]

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 4:25 PM

Re: NRF and NSAM

Hello tjberko

I respectfully disagree

1. Hamatomo (CEO of NRF and NASM) holds 1,603,145 shares of NRF
and also 883,176 shares of NSAM (on 03/05/2015)

[more]

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 11:08 AM

Re: NRF and NSAM

Brucedoe,
Agreed. looking at the charts, NSAM is better. Looking at metrics, NRF looks better.

In the end, IMHO, it is cash flow (CAD) that matters and presently NRF beats NASM, .44 vs .27. This can be justified if you assume NASM will [more]

Tue Mar 3

NL

Boards Post

klee12 posted to the Real Estate Inv. Trusts: REITs board. 12:24 AM

NRF and NSAM

NRF and NASM recently issued earning releases and had conferenc calls. Highlights of earnings releases and CC for the Q4 are:

1. CAD (cash available for distribution) was $.44 and .27 for NRF and NASM respectively. The dividends were .40 and [more]

Mon Jan 26

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 9:49 PM

Re: Poll: Yield to First Call Selling Point

Hello

I voted to sell below 5.5%, but maybe not. Depends on how secure the dividends are (I would probably sell NRF-PE if YTFC were below 6.5%), how likely it will be called (some REITs can issue preferreds, more easily than others), and [more]

Fri Jan 23

NL

Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 11:18 PM

Re: Oil and Gas posts

dwerme, thanks for your input. You wrote

<<
Only 4% of the new production requires an $80 price to break even.
The North Dakota Bakken requires $42.
>>

There is the price of oil at the (say Bakken) wellhead [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2565
Recs Received 7541
People who have rec'd these posts 434
Recs to Posts Ratio (last 30 days) 4.80
Threads Started 118
Threads Started Percentage 4.60 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post What if REITs take off (11/24/1999)
Percentage of Posts Rec'd 72.36 %
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