yodaorange’s Activity

Mon Jun 29

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 1:37 PM

A Few Quick Thoughts...

Sun Jun 28

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 3:36 PM

Re: ventas revisited at near 52-week low

Years ago the REIT board used to have an annual debate to name the "Bluest of the Blue" blue-chip REITS. Yoda was not around then, but understands that the debate was lively.

Without a doubt, VTR would be classified as a BofB REIT [more]

Thu Jun 11

Recommendation

yodaorange recommended gtw999's post on the Real Estate Inv. Trusts: REITs board. 9:53 AM

Yet another sickening RMR move.

Sun May 31

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 8:07 PM

Healthcare REITs

Mon May 18

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 2:55 AM

Re: REITS-Strong Earnings

Sun Apr 26

Recommendation

yodaorange recommended JimLuckett's post on the Real Estate Inv. Trusts: REITs board. 11:30 AM

Re: A Personal Note

Wed Apr 22

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 6:24 PM

Re: A Personal Note

Sun Apr 19

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 9:22 PM

A Personal Note

Thu Apr 2

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 2:30 AM

Re: Campus Crest just blew up

BG asks: "Is their trouble more related to their bad execution or is there a dark secret relating to the subsector of student housing? IOW, are they a poor player or are they playing on a field that most would have a hard time [more]

Wed Apr 1

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 10:28 AM

Campus Crest just blew up

Suspended both its common dividend AND preferred dividend. I think this is the first preferred dividend that has been suspended since the 2008 credit crash. . . . UGLY

CCG common
CCG-pA preferred

[more]

Sat Mar 14

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 2:42 PM

Re: OT: Trading in your underpants

Whafa said: "Nobody wants to read about that. If they did, we wouldn't have nearly the retirement savings failure that we have right now."

Whafa, we are in 100% agreement on that. Stated differently, that is why about 150 people [more]

Mon Mar 2

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:55 PM

REIT Preferreds Yield to First Call

Attached is the list of all REIT preferreds with several pieces of information:

NAREIT Sector and Subsector

The First Call Date

Coupon Yield which is the yield when the issue trades at “par”, typically $25 per [more]

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 12:57 AM

Re: READ this before buying REIT preferreds

Two points:

1) TJBerko suggests using a bond yield calculator. It might be easier to use, but it is did not give an accurate calculation in the sample I tried. I tried a case where the yield to first call is negative, but the calculator [more]

Sun Mar 1

NL

Boards Post

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

READ this before buying REIT preferreds

(This is a cut and paste from May 2013. We are entering a similar period where many REIT preferreds might be called. Some newer readers might not be aware of this risk.)

REITnut and Yoda strongly urge you to READ this before buying REIT [more]

Tue Feb 24

NL

Boards Post

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

Re: Exchange Trade Notes (ETN) MORL

Jim, referring to ETRACS Monthly Pay 2xLeveraged Mortgage REIT (MORL) asks:

Pythonesque "Run Away.. Run Away"!

EXECUTIVE SUMMARY: Yes, run run as fast as you can, you can’t catch me I’m the equity man. (A takeoff on the [more]

Fri Feb 13

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 7:34 PM

Re: Can Popular REITs Avoid a Rate Hit?

Can Popular REIT's avoid a Rate hit?

Yoda's answer is a little different from both the WSJ story and the "Wealth of Common Sense" blog post. There are three different scenarios to consider IMO.

1) In the short term, say up [more]

Sun Feb 8

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 12:37 AM

Mythbusters takes on Federal Income Tax

CNN Money has a story today questioning if Federal Income Tax refunds are being delayed for taxpayers that owe the Obamacare penalty. [1] This is the first year that you must state whether you are covered by health insurance or not. If you or your [more]

Thu Feb 5

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 8:00 PM

Did Aunt Bee pay you last month?

Most, if not all, METARites live in developed countries. We take for granted things like running water, reliable electric service, reliable internet connections and access to the latest Iphone. Luckily for us, we do not have to spend any time [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2430
Recs Received 33233
People who have rec'd these posts 1056
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1363
Threads Started Percentage 56.09 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.27 %
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