yodaorange’s Activity

Thu Feb 11

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:37 PM

Curious Case of Triple Nets

Today I was looking at REIT commons and it was an ugly picture. Waves and waves of red, negative returns. Then in the middle of the ocean, a brief glimpse of green showed up. I noticed that Realty Income aka “O” was melting UP!!! It ended up 5.9% on [more]

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yodaorange replied to the Simulations Plus board. 7:11 PM

Re: OT: A Shorting Lesson Learned

Arindam said: “Nonetheless, I was shocked to see that my YTD Net Short Stock Interest was a whopping -$279 dollars. That's a huge cost in barely 40 days for loans on $20k worth of shares.”

Arindam, I normally do not mention specific [more]

Wed Feb 10

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:15 AM

Re: HCP down 14% today

I suggest anyone interested in HCP listen or read their Q415 conference call which was held yesterday. It was a long call.

There is only one issue that HCP is dealing with: HCR Manor Care.
HCR runs skilled nursing facilities that [more]

Tue Feb 9

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 11:09 AM

HCP down 14% today

They lowered their FFO guidance for 2016. Market is not happy with that.

Mon Feb 8

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 5:53 PM

Re: REIT Preferreds

CM asked: "Besides market volatility and going down in general, are there any other specific reasons you think REIT's are at risk?"

CM, it is kind of a long story. I wrote up a post last week but deleted it because I thought it was [more]

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yodaorange posted to the Real Estate Inv. Trusts: REITs board. 11:19 AM

Where are the accountants?

Another day, another accounting scandal, this time at Brixmor (BRX).

From Reuters:

Brixmor's top executives exit after accounting review, shares plunge

Shopping center owner and operator Brixmor Property Group Inc said
[more]

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 1:05 AM

Re: REIT Preferreds

Gracepeace said: "Would anyone like to talk me out of doing that?"

Gracepeach, I will not try to talk you out of buying preferreds, but offer a few comments:

1) Broadly speaking, I expect both commons and preferreds to [more]

Fri Feb 5

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 1:29 PM

Short seller battle against UDF

Hedge Fund Manager Kyle Bass has started a war against UDF claiming it is a Ponzi scheme. He is getting a lot of publicity to highlight his efforts. So far it seems to be working to drive down UDF's stock price. I do not follow UDF, so am not picking [more]

Sat Jan 30

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 7:40 PM

Re: Interesting Hotel REIT piece

I would strongly advise against taking a position in APLE at this time and probably forever.

1) APLE is in the NAREIT lodging/hospitality subsector. This is the worst performing subsector year to date with a median loss of 11.5%. IF and it [more]

Tue Jan 26

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yodaorange posted to the Macro Economic Trends and Risks board. 11:56 PM

Atlantic City Falling into the Ocean

I have previously posted about Atlantic City’s precarious financial situation. It is in the top 5 most likely to imminently go bankrupt amongst US cities. It is currently fighting it out for the top position with the Chicago School system. Every [more]

Fri Jan 22

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Boards Post

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

Re: HCN is a "rhino"....

MonsterFluff asked: "any thoughts on the HCN convertible preferred?"


Monster, this is the same question that many institutional funds have been asking the last few years. HCN-PI has consistent large block trades, say 25k to [more]

Wed Jan 20

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Boards Post

yodaorange replied to the Saul's Investing Discussions board. 7:48 PM

Re: So much future potential

Neil said: “Take a step back, consider the facts, put your long-term financial goals into perspective, and take this drop for what it very likely is: long-term opportunity.”

Neil, your eloquent post prompts a few questions:

1) How [more]

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yodaorange replied to the Real Estate Inv. Trusts: REITs board. 11:32 AM

Re: OT Bond interest

Norm asks: "Would the buyer be out the $ 250?"

Norm, a few points:

1) Bond trades usually settle on the third business day after the trade, just like stocks. In the industry they call this "t+3". However, it is [more]

Tue Jan 19

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:16 PM

Re: Bizarre Difference

Toadhall said: "I've seen tons of opinion differences between accomplished professionals."

Toad, in this case, you are NOT seeing differences between accomplished professionals. Let me broadly explain different rating [more]

Fri Jan 15

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:50 PM

Re: AHT preferred at a discount

Bear asked: "Does anyone have any idea why the Ashford Hospitality Preferred A (coupon 8.55 percent) is trading at such a deep discount?"

Bear, my guess is that the preferred is falling in conjunction with the common. Last year, [more]

Wed Jan 13

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 6:12 PM

Good news on Extra Space Storage

From DowJones Newswire:

Extra Space Storage Inc. (EXR) shares advanced in the extended session Wednesday after S&P Dow Jones Indices said the storage-space real-estate investment trust would replace Chubb Corp.(CB) on the S&P 500 [more]

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yodaorange posted to the Real Estate Inv. Trusts: REITs board. 6:03 PM

NCT falls into Grand Canyon

Investors continue to dump Newcastle like there is no tomorrow. Today the preferreds NCT-pB,C,D were down 12.7, 7.5 and 15.1% respectively.

Year to date, they are already down 18.6% to 24.7%.

The common, NCT, was down 10.5% today [more]

Thu Jan 7

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 10:16 PM

Re: RAS falls off a cliff

Sailr, I think you jinxed the RAS preferreds!!!!

Through Wednesday as you noted, they had moved up nicely off of their recent bottoms.

On Thursday, they were ~ the worst performing REIT preferreds.

RASpC was down [more]

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:56 PM

Re: AREEP

Cool asked: "Any chance that AREpD will trade at $26.25?"

Cool, AREpD has mostly traded based on the underlying common ARE. This is because AREpD is convertible into the common when it reaches $100.93. Look at a 1 year chart [more]

Wed Jan 6

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 10:34 AM

Campus Crest Preferred

Campus Crest (CCG) is in the process of being bought out by a Harrison Street Real Estate. This was announced on 10/16/15. Before this was announced, I was concerned that the preferred-A (CCG-A) would be "Waldenized." The thought was that [more]

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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2519
Recs Received 34843
People who have rec'd these posts 1092
Recs to Posts Ratio (last 30 days) 20.40
Threads Started 1404
Threads Started Percentage 55.74 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.39 %
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