yodaorange’s Activity

Thu Dec 1

Recommendation

yodaorange recommended earslookin's post on the Real Estate Inv. Trusts: REITs board. 7:29 PM

Re: Psa-e

Tue Oct 25

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 6:05 PM

Re: MDLX - Excellent Short and Long Term Yield

MDLX seems like a "pick your poison" option. We would all agree that you cannot find rock solid, sure thing companies that pay this high of interest on a 10 year bond. There are several companies with yields in that range, Albertsons, GEO [more]

Fri Oct 21

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 8:18 PM

Re: Ashford Hospitality

laKitKat asked: Just a couple of questions on return of capital and arms length transaction concerns. Any comments?

A few comments:

1) Please understand my bias at the outset. I am at the extreme conservative edge of the [more]

Thu Oct 20

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 11:40 AM

Big sale on NGHC-N,O,P today

Note sure why, but all three preferreds have been hard hit. Only news I see is that the company is taking an additional $15 million reserve for Louisiana flood losses.

Interesting that the common is down, but not as much percentage wise as [more]

Wed Oct 19

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 11:11 PM

Anniversary of the “REAL” Crash

Time for a jog down memory lane. On this day, October 19, in 1987 we had a real mans stock market crash. None of that wimpy “Flash Crash” stuff for us. No, it was a real crash. The Dow Jones Industrials lost 22.6% in one day. It was labeled “Black [more]

Tue Oct 18

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 10:12 PM

Re: ARE - thoughts?

ARE is a great company with great management IMO, servicing a niche market. There is no other REIT quite like ARE.

As others have mentioned, there are two different ways to invest in ARE

ARE- common stock, closed today @ $105.05, [more]

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 12:11 AM

Flunking Financial Literacy

We have seen reports about the poor financial literacy of Americans. A typical survey will ask about 6 questions and American’s struggle to get half of them right. No news here.

What I have NOT seen discussed is financial literacy for [more]

Sun Oct 16

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 2:35 AM

Re: Why insurance premiums going up?

CM said: What spiked my interest is my employer provided insurance had gone by over 50%, so I asked my spouse should I move to her insurance and she mentioned hers also gone up by 40%.

CM, my initial questions about the 40%/50% [more]

Sat Oct 15

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 10:35 PM

Re: Why insurance premiums going up?

CM001 said I am trying to understand how or what causes the insurance premiums to go.


CM, my assumption is that you are referring to the ACA (Obamacare) policy premiums that in some cases are going up ~60% from 2016 to 2017. You [more]

Fri Oct 14

NL

Boards Post

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

Re: dividend pay date

Thanks to everyone for straightening out what I meant by using ADR. I used into instead of typing out "Automatic Dividend Reinvestment" many times.

And yes, the ADR that I described is different from the older, more traditional [more]

Wed Oct 12

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 10:30 PM

Re: It’s midnight: Where is your Money Mar

Knighttof3 said: Matt Levine's theory is that old-timey market makers have been replaced by algorithms designed to minimize losses.


Knight, the best thing is for me to briefly describe how stock trading has changed from the [more]

Recommendation

yodaorange recommended gracepeace's post on the Real Estate Inv. Trusts: REITs board. 11:59 AM

Re: HCN vs VTR

Tue Oct 11

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 10:56 PM

Re: It’s midnight: Where is your Money Mar

WilliB asked: "Do you think that Renaissance Technologies could single-handedly move the market?"

Willi,it is EASY to manipulate many individual stock issues. I have personally done it by accident a few times. For example, on the [more]

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 7:07 PM

Re: dividend pay date

EBITDA asked about dividend reinvestments. EBITDA, I am glad you asked about this. I have been meaning to put a post together about this exact topic. We use automatic dividend reinvestment (ADR) in many accounts, at multiple brokerages. There is NO [more]

Mon Oct 10

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 6:04 PM

It’s midnight: Where is your Money Market Fund?

Take the magic time machine eight years back to 2008. Lehman went belly up on September 15th. Two days later, the Reserve Primary Fund, a money market fund (MMF) “broke the buck” for the first time. Breaking the buck meant that the net asset value of [more]

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 1:38 AM

Re: STWD or BXMT

David asks: Does anyone have an opinion on STWD or BXMT.

David, we own both CLNY and STWD in several portfolios. I consider them pretty much the highest risk investments we own. In general, Mortgage REITS are an asset class that we [more]

Fri Oct 7

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 10:37 PM

Re: Where are we headed?

Where are we headed?

My approach is that there is always a range of possible outcomes. I attempt to consider how the portfolio will perform under the different outcomes. This is as opposed to having a “point forecast” where you assume that [more]

Thu Oct 6

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 1:12 AM

What’s driving REIT commons?

I have seen a few questions recently about REIT commons. I will offer up a theory about what has driven them down. First the facts on 2016 year to date returns:




Index Ticker Price change
from 12/31/15
[more]

Fri Sep 30

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 8:17 PM

Municipal bond interest WILL be taxed

In a separate post about Federal Income Tax for Real Estate Investors, I said:

(On a separate tangent, Yoda expects this “loophole” to go away in say the next 10 years. There will be NO new tax free muni bonds IMO.)

To which [more]

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 5:21 PM

Re: Income Tax for Real Estate Investors

HRSE asks: What will happen if in 10 years the RE family sells the property?

Won't they have to pay taxes on the gain, which will include the depreciated property value?


HRSE, the five most common techniques that I [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2692
Recs Received 38645
People who have rec'd these posts 1257
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1482
Threads Started Percentage 55.05 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.58 %
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