klee12’s Activity

Yesterday

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Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 5:44 PM

Re: MNR

Prophet43M wrote
<<
I have to ask why would I want to take common stock risk for a 6% yield in a common stock that has shown ZERO dividend growth for a full decade and anemic at best dividend growth for many years before [more]

Wed May 13

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Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 6:51 PM

Re: More on LXP

As a yield hog, I take comfort that the dividend seems well covered. The press release

[more]

Mon May 11

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Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 7:43 PM

Re: REG & KIM

Ooops, this this should work for the chart


[more]

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 7:41 PM

Re: REG & KIM

Let's look at 4 other REITs that sort of changed their business plan, like KIM: EPR, ELS,HME, and NRF.

EPR used to specialized in movie theaters . There was a time when the movie industry was transitioning form theaters with only one screen [more]

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klee12 replied to the Real Estate Inv. Trusts: REITs board. 8:23 AM

Re: OT Sustainable withdrawal strategies

When planning for retirement, there are two phases: the first is when one is building up one's retirement funds, and the second is when one is withdrawing money from those funds for retirement.

Suppose one is in the first phase and is adding [more]

Fri May 8

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Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 3:50 PM

Re: REG & KIM

Ah, Bruce, you remember too.

I too saw nothing wrong with it. But in retrospect, KIM was going into a new area where they had little experience. They had a good experience in Canada, (with a partner, Rio Cam IIRC). But Canada and the U.S. [more]

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Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 12:13 AM

Re: REG & KIM

BGinNJ wrote <<
That leads one to ask what did KIM do strategically that say an NNN or O did not do
>>

I don't know what NNN or O did not do, but I think KIM (and others) stopped doing something that they were doing [more]

Wed May 6

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Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 5:59 PM

Re: Any thoughts on LXP

IIRC, LXP financed many of the acquisitions before 2008 with non-recourse debt. When the big meltdown occurred after 2008 and the value of the properties dropped and/or could not find a tenant LXP sent the keys back to the banks. That may have been [more]

Tue May 5

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Boards Post

klee12 replied to the Real Estate Inv. Trusts: REITs board. 1:01 PM

Re: REIT sell-off

Good call Gracepeace.

Jim Luckett thinks, if I read his post correctly,

[more]

Fri Apr 24

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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

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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

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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

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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

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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]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2574
Recs Received 7572
People who have rec'd these posts 434
Recs to Posts Ratio (last 30 days) 3.50
Threads Started 118
Threads Started Percentage 4.58 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post What if REITs take off (11/24/1999)
Percentage of Posts Rec'd 72.38 %
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