yodaorange’s Activity

Fri Feb 5

NL

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

NL

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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Boards Post

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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Boards Post

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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Boards Post

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

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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

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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]

Tue Jan 5

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 11:20 PM

Re: REIT common ideas wanted!

Bear wrote: “I need income and already have some growth REITs, so I am hoping to get a yield of at least 6 percent. . .”

Bear, let me suggest an approach that may or may not be applicable to your situation. I would never ask anyone a [more]

Thu Dec 31

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 8:07 PM

2015 Returns-No Place to Hide

2015 was a flatish year for REIT commons and preferreds in addition to the S&P.

Without dividends, here are the median returns for all of the issues:





REIT preferreds -1.5%
Equity REIT commons [more]

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Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 3:10 PM

Re: Puerto Rico: The Untold Story

Notehound said: "Although presidential politicians need the Hispanic vote to get elected, Puerto Ricans (who are all born as US citizens) represent a tiny slice of the Hispanic community and couldn't swing an election even if they could vote [more]

Recommendation

yodaorange recommended coolprash's post on the Real Estate Inv. Trusts: REITs board. 11:07 AM

Re: STAG

Wed Dec 30

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 8:39 PM

Puerto Rico: The Untold Story

Governor Alejandro García Padilla of Puerto Rico today confirmed that PR will default on some of its municipal bond payments due January 1st. PR is going to miss about $35 million of interest payments out of ~ $1 billion that is due. The default [more]

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 11:47 AM

Re: AREEP

Bruce said: "I've always used AOL limits as my orders are usually only 500 shares at a time, so I've always reasoned that I have a lower risk of the price "passing through" my AON limit order on the way up. But with your description [more]

Wed Dec 23

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 10:38 PM

Yoda-Tim Cook Apple discussion

Yoda talked to his friend Tim this week about Apple. Here is the transcript:

Y: Tim, I am really down about this shortage of Apple stock.

T: Yoda, what do you mean? There is plenty of Apple stock available. Why do think there is a [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2512
Recs Received 34734
People who have rec'd these posts 1090
Recs to Posts Ratio (last 30 days) 13.20
Threads Started 1401
Threads Started Percentage 55.77 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.38 %
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