martinmoth’s Activity

Thu Jun 18

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:17 PM

Re: Little REITs

Bear9

In my naive opinion you are on the right track in focusing on some of the smaller REITs. Where we part company is your comment that you own a "boatload" of a particular stock.
My approach is to own a small amount of a [more]

Sun Jun 7

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 10:59 PM

Re: VTR (Gasp!)

I am buying VTR at this price
I buy with no intent to sell unless the stock were to rally with a yield of less than 3.5%. Then I would see a portion of my holdings. VTR is my largest REIT holding.

Martin

Wed Jun 3

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 8:34 PM

Re: Link to SA article on MLPs

factoids

Thank you very much for your response.
Your opinions are greatly appreciated

Martin

Tue Jun 2

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 1:41 PM

Re: Link to SA article on MLPs

Factoids

As of today what do you feel are the top three MLPs to buy?

thank you

Martin

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 1:24 PM

Re: Healthcare REITs

SpankyOne

Thank you for postings Ralph's 2014 note on STOR. I took a small position at today's price of 20.85 giving a yield of 4.8% with the dividend well covered by the AFFO and low leverage.
Among major holders of this fund are [more]

Wed May 20

NL

Boards Post

martinmoth posted to the Real Estate Inv. Trusts: REITs board. 10:06 PM

MNR

We have discussed MNR intermittently over the years. Many of us have positions in it. Its high dividend has been flat for years and it has been more like holding a bond than a stock.
It is now well off from its high for the year and is currently [more]

Wed May 6

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 10:44 PM

Re: Any thoughts on LXP

Like gtw999 I have a modest position in LXP and a larger position in LXP-C

As best I can tell LXP-C is one of the best current buys in the REIT preferred universe. All that I can add to this discussion of LXP is that Fidelity Real Estate [more]

Tue Apr 21

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 8:51 PM

Re: European REITs

WPC has some Eurapean holdings

Mon Apr 20

NL

Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:13 PM

Re: A Personal Note

Ralph

For many years now I have followed your Sunday posts and have gotten many good ideas. Your insights have made this by far the most valuable board which I have followed. I very much hope that you will not forget us.

Martin

Thu Apr 16

NL

Boards Post

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

NL

Boards Post

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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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 901
Recs Received 2920
People who have rec'd these posts 225
Recs to Posts Ratio (last 30 days) N/A
Threads Started 352
Threads Started Percentage 39.07 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: OT -Royalty Trusts (9/21/2004)
Percentage of Posts Rec'd 71.70 %
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