yodaorange’s Activity

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

Recommendation

yodaorange recommended WendyBG's post on the Macro Economic Trends and Risks board. 5:43 PM

Totally OT: Cancer is gone!
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

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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]

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 12:30 AM

Re: OT: Trading in your underpants

Ears asks: “So is the "entire system" a minnow or shark?”

Executive summary: The “entire system” is the tiny, tiniest minnow you can see with the naked eye. It almost requires a microscope to see it.

Long [more]

Fri Mar 13

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 6:39 PM

Re: OT: Trading in your underpants

Last year, I posted on METAR about Michael Lewis’ “Flash Boys.”

http://boards.fool.com/michael-lewis-hft-fishing-for-minnows...

The short [more]

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 1:26 AM

Re: On Que: PSA-pO Called

Tj wrote: "The 6.6 cents should go to those who bought today or who buy it any time before 4/15."

TJ, I found the old thread that somewhatcovered this topic.

[more]

Thu Mar 12

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 10:08 PM

Re: On Que: PSA-pO Called

As I reread the PSA announcement they claim that are going to pay additional accrued dividends from 4/1 through 4/15. This is a different policy from what they used to do. This will amount to about 6.6 cents extra. However, I think they automatically [more]

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Boards Post

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

On Que: PSA-pO Called

. . . just as we all expected PSA called this for 4/15/15. Please note that I do NOT think PSA pays interest from 4/1 through 4/15. We went through this several years ago on the board. I argued that PSA shortchanged investors, another REITster argued [more]

Wed Mar 4

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 2:01 AM

Re: Fixed Income Ideas

Duration, thanks for posting about bond defaults. I suspect most of the folks around here (REITsters) have not modeled the capital stack and/or recovery rates for bonds. As you know much better than I do, it is an area of specialty typically used for [more]

Mon Mar 2

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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]

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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

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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]

Sat Feb 28

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Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 12:54 AM

Re: Strange Doral Financial announcement

From Bloomberg:

The closure will cost the Deposit Insurance Fund an estimated $748.9 million, the FDIC said.

[more]

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 12:02 AM

Re: Fixed income ideas? (OT)

This is an interesting topic. I will do a separate post on “Buying Individual Bonds.” There are enough quirks to it that I do not want to go off into the weeds on this topic. I will cover how the markets work and several different screening tools [more]

Tue Feb 24

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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]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2429
Recs Received 33203
People who have rec'd these posts 1055
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1363
Threads Started Percentage 56.11 %
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 %
Show yodaorange’s 10 Latest Posts