yodaorange’s Activity

Today

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 3 hours ago

Re: $40,000 commission on a trade

TJ asks: “Why do you track every trade on all REIT preferreds? Do you use this information in your own buy and sell decisions? Has it proven helpful?”

TJ, the short answer is that I do NOT use daily REIT preferred information in my own buy [more]

Yesterday

NL

Boards Post

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

$40,000 commission on a trade

I attempt to track every trade every day on all REIT preferreds. One of the items I look at are the "block" trades of >= 25,000 shares.

In the "old" days when most trading was physically done on the New York Stock [more]

Sat Jul 26

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 7:51 PM

Re: Ominous Signs For Preferreds & What You Migh

TJ said: “High yield bonds are about the closest thing to preferred stocks.”

TJ, a few points:

1) I am not sure I agree that preferreds are mostly correlated to high yield bonds. Traditionally preferreds have been mostly compared to [more]

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 12:18 PM

WRD Called in Full

Weingarten Realty announced yesterday they are calling the 8.1% exchange traded notes (WRD) on 9/15/14. This is the FIRST call date with full maturity on 9/15/19. Recent trades have been in the 20.47 to 20.83 range. The payout will be 20.00 in [more]

Wed Jul 9

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 1:00 AM

Green Street Sold

Not sure if this is good or bad, but they are the gold standard for independently setting REIT NAV's.

From Bloomberg:

Green Street Advisors Inc., a 29-year-old U.S. real estate research company, agreed to sell a majority stake to [more]

Mon Jun 30

Sun Jun 22

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 7:00 PM

Avoiding Trolls

Sat Jun 21

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 12:19 AM

Buy a Build America Bond Closed End Fund?

There has been a discussion about buying Blackrock Build America Bond Trust (BBN) [1] which is a closed end fund (CEF) that trades on the NYSE. There are a lot of moving parts in this fund that are pertinent to a buy decision. Most of these points [more]

Sat Jun 14

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 5:03 PM

Re: ROIC - issuing 12.5 shares

BG asked: “What I still don't grasp is how secret is the offering price during the process?”

BG, this falls under the “investment banking” aka IB umbrella. More investors are familiar with the role of IB in Initial Public Offerings, instead [more]

Sun Jun 8

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 10:46 PM

A Few Good 4%-ers

Sun Jun 1

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 8:54 PM

Washington "Prime" Group (WPG)

Sat May 31

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 2:02 AM

Re: WHLRP

I should have emphasized how speculative a $35 million market cap REIT is. I am NOT sure you can have a viable REIT that small. There is some amount of administrative overhead required to be a public company.

WHLR just bought an old [more]

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 1:40 AM

Re: WHLRP

Gracepeace, it appears to be a simple meltup due to being thinly traded. It really stood out amongst all of the REIT preferreds that traded. The median REIT preferred had a trading range that was .58% wide.

WHLRP had a trading range 9.15% [more]

Sun May 25

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 7:30 PM

Re: FUR Alert

TJ wrote: "My take is that the FUR-D can be called any time after shareholder approval of the liquidation. . ."

TJ, you very well might be correct on the timing of both FUR-D and WRT being called.

I do not know anything [more]

Sat May 24

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:20 PM

FUR Alert

Winthrop Realty Trust (FUR) has adopted a liquidation plan. It will be put to a shareholder vote soon. They have published a preliminary proxy on their website:

[more]

Mon May 19

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 7:04 PM

What I've Been Buying

Thu Apr 3

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 3:05 PM

Michael Lewis HFT: Fishing for minnows

Unless you have been living under a rock, you likely have heard about Michael’s new book: “Flash Boys: A Wall Street Revolt.” [1] Michael has blanketed the media starting with 60 Minutes last Sunday. He has appeared on the major networks plus CNBC, [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75012
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to yodaorange’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2383
Recs Received 31954
People who have rec'd these posts 1016
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1345
Threads Started Percentage 56.44 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.17 %
Show yodaorange’s 10 Latest Posts