martinmoth’s Activity

Thu Apr 16

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 3:09 PM

BXMT

For the most part I avoid mortgage REITs. Until recently my only holding was STWD which I bought as a result of Ralph's recommendation.
In the last week Brad Thomas on Seeking Alpha brought a second mortgage REIT to my attention and tempted me to [more]

Mon Mar 30

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:51 PM

Re: Brad Thomas in Forbes

BG

WPC in my unsophisticated opinion is a solid REIT to buy at the current time for buy and hold income investors. Brad Thomas brought this REIT to my attention and it has done well but has now leveled off for the last two years. Brad has [more]

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:24 PM

Re: NTRs, NSAM and NRF

Klee12

thank you for the massive amount of work you put into this post.

Martin

Mon Mar 2

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 3:13 PM

Re: Fixed Income Ideas

my last post should say "buy recommendations" not buy orders

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 3:12 PM

Fixed Income Ideas

There is a complicated midstream MLP with a bond of relatively high yield.
Martin Midstream LP symbol MMLP. This is not a blue chip MLP but a couple of brokerages currently have buy orders for it.
MMLP currently has a dividend of 10% and has [more]

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:58 PM

Re: Fixed income ideas? (OT)

tjberko

You stated in post 78035

"With regards to the VNR bonds, you should realized that they are issued by VNR Finance Corp, a subsidiary that likely carries more risk than the vanilla VNR, not that VNR isn't also quite [more]

Fri Feb 27

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

Re: Fixed income ideas? (OT)

Norm

I sold my Vanguard Natural Resources preferred stock and bought the bond instead which was actually paying a higher interest rate. This is only a small position.

Martin

Fri Feb 6

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Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 3:17 PM

Re: O continues run

BG

I buy and try to hold my REITs for the long term but when yields get below 4% I may sell some. Also when yields are above 5% I am tempted to add to my positions as cash becomes available.
HCP today is 11% off its high and is yielding [more]

Fri Jan 30

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 1:56 PM

LXPPRC

The LXP convertible preferred stock-LXPPRC- is one of my core holdings for long term income. Compared to other triple net lease preferred stocks excluding ARCP it has a more attractive yield of 6.66% as of this morning. LXP itself is one of Brad [more]

Mon Jan 26

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 8:48 PM

Preferred Stocks Sales & Buys

Now what to do with my cash from my preferred stock sales.
Pickings are slim but they are out there as long as one does not get too greedy about anyone of them. I bought all four of the below entities with my proceeds today

EQCPRD a [more]

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 8:30 PM

Preferred Stock Sales & Buys 1

Jokingme you beat me to the punch.

Today I sold
FPOPRA
KRGPRA
DFTPRA

All can be called in 2015 and if current interest rates persist they are likely to be called. They were trading at 26 and above with yield to first [more]

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 8:21 PM

Re: O continues run

Take a look at AMJ
It is an index of MLPs currently paying a dividend of 5%
My understanding is that this is a very good vehicle for a diversified MLP investment with no worry about K-1 forms etc.

Martin

Fri Jan 2

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Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:44 PM

Re: REITS 2014/2015

I have no special insight or knowledge and only a mediocre track record.

That being said, I do believe in reversion to the mean, where ever the mean is. US stocks and REITs are having a great run. No one knows when the party will be over. [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 892
Recs Received 2868
People who have rec'd these posts 224
Recs to Posts Ratio (last 30 days) N/A
Threads Started 351
Threads Started Percentage 39.35 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: OT -Royalty Trusts (9/21/2004)
Percentage of Posts Rec'd 71.52 %
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