martinmoth’s Activity

Mon Apr 14

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 6:49 PM

Re: LGCPP trading 4/14.

I bought some today at a price of 24.90
One may be able to get some as low as 24.75??

Martin

Sun Apr 13

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 3:54 PM

Re: LGCPP trading 4/14.

Xot

Thank you for your timely tip on LGCPP. My limited research shows that the company LGCY has 20% insider ownership and Fidelity Equity Income Fund is one of the largest mutual fund holders. Oil and Gas producing MLPs are inherently more [more]

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 3:20 PM

Re: Some REIT Commons to Consider

Ralph

Thank you very much for your response as regards HCP VTR and O. This is very helpful information.

Martin

Sun Apr 6

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 8:57 PM

Re: Some REIT Commons to Consider

Ralph

Why are you avoiding HCP, VTR and O all with much higher yields?

Martin

Wed Apr 2

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 8:57 PM

Re: Income Investing Survey

Nittyfan

thank you
this is very helpful

Martin

Tue Apr 1

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 9:29 PM

Re: Income Investing Survey

nittyfan

Do you have any idea of the AFFO payout ratio of ARCP?
ie dividend coverage

Martin

NL

Boards Post

martinmoth posted to the Real Estate Inv. Trusts: REITs board. 1:04 PM

Income Investing Survey

On April 1, July 1 and Oct 1 we ask members of this board to give us the name of one income investment that they are buying, just recently bought or would buy now if they had the cash!! Also it would be nice to have some comment as to why it was [more]

Fri Mar 28

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 1:21 PM

Re: STAG

I have a modest position in STAG as a result in part of Brad Thomas's recommendations on Seeking Alpha. Fidelity Real Estate Fund has a position in it. Per one report it has a debt level less than that of the average for industrial reits while its [more]

Thu Mar 27

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 6:41 PM

Re: VNRBP

I basically confirmed what Xot just told us by calling investor relations. For VNRPB we will get a "simplified" K1 with no UBTI reported.

Martin

Wed Mar 26

NL

Boards Post

martinmoth posted to the Real Estate Inv. Trusts: REITs board. 6:21 PM

VNRBP

I took a position in Vanguard Natural Resources Preferred Stock today. It is trading at about 24.40 giving a current yield of about 7.8%. It is a cumulative preferred stock not callable before 2024 unless there is a change of ownership.
Almost [more]

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 6:12 PM

Re: LXP

gtw999

When I do the arithmetic I find that the price of the LXP common would have to more than double from its current price of 10.77 before it is convertible.
Per Quantum Online
[more]

Tue Mar 25

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 12:40 PM

Re: LXP

What to make of LNCO
It is back close to its low

In Dec 2013 it was one of the largest holdings in the Fidelity Small Cap Value Fund.

Yield of 10%. If yield was cut by 30% still a decent yield.

Lots of uncertainty about [more]

Mon Mar 24

NL

Boards Post

martinmoth posted to the Real Estate Inv. Trusts: REITs board. 11:27 PM

LXP

Our board is moribund.

Ralph has not posted for over two weeks.

Let me try to get some dialogue.

I have a small position in LXP and a larger one in its convertible preferred stock.

Does anyone else own LXP. Does [more]

Tue Mar 18

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 8:54 PM

Re: MNR?

BG

I have a small position both in MNR and its most recent preferred. It has a great dividend yield which has been flat since 2005. I assume at some point the dividend will grow.
There is an excellent Brad Thomas writeup on Seeking Alpha [more]

Mon Mar 17

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:45 PM

Re: Non REIT Preferreds

Xot

Thank you for bringing to my attention the ALP Preferred stock.
I am a Master Limited Partner MLP investor and recently took a very small position in ALP common whose price has recently fallen. I could not find out much information [more]

Mon Mar 10

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 5:47 PM

Re: International REIT Exposure

One other issue to consider when buying foreign REITs is currency risks. In the past year the Canadian Dollar has come off its high vs the US dollar. Considering the recent fall in the Loonie and the pull back in Canadian REIT prices, this may be a [more]

NL

Boards Post

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

Re: O- Realty Income

O- Realty Income has been well regarded on our Board and is recommended by Brad Thomas on seeking alpha. In the past 6 months I have taken a modest position. I am hoping that Realty Income will function like a TIP giving me inflation protection and a [more]

Sun Mar 9

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 8:43 PM

Re: International REIT Exposure

I own Canadian and Singapore REITs. Both are off their highs and I think are fairly valued at the present time with yields higher than US REITs. Note you lose 15% of the dividends in retirement accounts.
A basket of the following is worth [more]

NL

Boards Post

martinmoth posted to the Real Estate Inv. Trusts: REITs board. 5:36 PM

DLR and Fidelity and Cohen&Steers

DLR is now trading at 52.36 with a yield of 6.3% having lost over a third of its value since its high in 2013. Accounting and reporting issues have been raised which I do not fully understand which have resulted in a major loss of value of DLR. Brad [more]

Mon Jan 27

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 1:37 PM

Re: CORR

I took a small position in CORR today. It is down another 3% and close to its low for the year with a dividend now of 7.8%. This is an energy infrastructure triple net REIT per its website.
What I like is that it is an affiliate of Tortoise [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 835
Recs Received 2582
People who have rec'd these posts 209
Recs to Posts Ratio (last 30 days) 3.90
Threads Started 332
Threads Started Percentage 39.76 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: OT -Royalty Trusts (9/21/2004)
Percentage of Posts Rec'd 71.14 %
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