yodaorange’s Activity

Yesterday

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yodaorange posted to the Macro Economic Trends and Risks board. 10:13 PM

Mensa Convention in Atlantic City

Many of you might have watched the Miss America pageant from Atlantic City (AC). I am guessing that not many of you realized AC was hosting a Mensa convention this week. A few highlights:


1. AC did not have sufficient funds to pay its [more]

Thu Apr 28

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 6:07 PM

Sell GOOD and GOODO

Back in March, we had a discussion about Gladstone Commercial preferred stock series B aka GOODO. There were several days where large amounts of it were offered for sale @ par =25.00. Immediately before that, it had been trading roughly at 25.50, so [more]

Wed Apr 27

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yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:14 PM

Re: Malls: Opposite ends of the spectrum

TMFTortoise said: "If that's the assumption, it's probably flawed, I would think. If a store closes in one location, that doesn't automatically mean that customers would go to a different location (miles away?)."

TMF, I do NOT have [more]

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yodaorange replied to the Real Estate Inv. Trusts: REITs board. 7:41 PM

Re: REITs and GICS

Simple said: "I would love to hear the opinions of both Yoda and REITNUT."

Simple, this reminds me of a previous life. We would have a meeting with the CEO when a decision came up. We all had a vote, but we knew that only one vote [more]

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yodaorange posted to the Macro Economic Trends and Risks board. 4:38 PM

Social Security Changes

This is the final week to “file and suspend” aka FAS, for you and/or your spouse’s Social Security. FAS is where one spouse files to start receiving his/her benefit then immediately suspends the benefit. You do this for two reasons:

1) Your [more]

Tue Apr 26

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yodaorange posted to the Real Estate Inv. Trusts: REITs board. 10:51 PM

Malls: Opposite ends of the spectrum

Sunday’s Wall Street Journal had an article about retail shopping malls based on a Green Street study. [1]

Excerpt:

Department stores need to close hundreds of locations if they want to regain the productivity they had a decade
[more]

Recommendation

yodaorange recommended brucedoe's post on the Macro Economic Trends and Risks board. 2:39 PM

About The One In Five

Fri Apr 22

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yodaorange posted to the Macro Economic Trends and Risks board. 10:26 AM

Everybody else is broke

Writer Neal Gabler has a long article in this month’s The Atlantic magazine detailing the sad financial state of average Americans. He repeats what we have previously discussed that 47% of Americans do not have $400 readily available to pay [more]

Thu Apr 21

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yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:03 PM

Re: Big Down Day For REITS

I do NOT think today's downturn had much to do with rising interest rates.

1) If that had been the case, you would expect to see more/all sectors of equity REITS fall. We did NOT see that.

2) You also would have expected to see REIT [more]

Sat Apr 16

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yodaorange replied to the Real Estate Inv. Trusts: REITs board. 11:27 PM

Re: Data Center REIT Equinix

Jim said: "So, what do you think its FFO growth rate will be going forward?"

Jim, this is a really tough one for me. Normally we talk about most conventional REITS like apartments, shopping centers, MOBS or even medical research [more]

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yodaorange replied to the Macro Economic Trends and Risks board. 10:26 PM

Re: Speechless-A Criminal Prosecution

CM said: “I am SPEECHLESS. I don't understand your logic here.”

CM, my apologies. I was so speechless I did a poor job explaining my logic. I did not and do not condone the actions that the two municipal workers allegedly performed. [more]

Fri Apr 15

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yodaorange posted to the Macro Economic Trends and Risks board. 5:50 PM

Speechless-A Criminal Prosecution

It takes a lot for Yoda to become speechless due to any financial news. The bar is set pretty high considering all of the “black swan” events since 1987. Many items you thought were somewhere between improbable and impossible have come to pass. This [more]

Thu Apr 14

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yodaorange posted to the Macro Economic Trends and Risks board. 9:45 PM

Illinois University Shutdown?-Why you care

Part 1 of 2

You probably are not attending any of the Illinois Universities. You probably do not have kids or grandkids that attend any of them. So why should you care if they shut down? Therein lies a tale that I suggest IS pertinent to [more]

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

Data Center REIT Equinix

A while back we had a discussion on Equinix (EQIX) which is a data center REIT. Bloomberg Business Week has a nice article with several pictures. An impressive operation. Worth your time to read the full story IMO.

A few [more]

Sun Apr 10

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yodaorange posted to the Real Estate Inv. Trusts: REITs board. 3:25 PM

REITNUT health update

Ralph had surgery on March 28th. He is still recovering at the UCLA Hospital. The surgery went as planned. There have been a few bumps in the road during recovery, but the doctor's say they are common after the Whipple Procedure that Ralph had. He is [more]

Sat Apr 9

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 1:07 AM

Re: CBL preferreds

A month or two ago I reviewed why CBL had been hit so hard. I did not post what I found, but it was fairly negative. They appear to have "mailed in the keys" or something along those lines on at least two malls. if you are interested in [more]

Sat Apr 2

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yodaorange replied to the Macro Economic Trends and Risks board. 11:01 PM

Re: San Bernardino Pensioners crush bondholders

Steve said: "My suspicion is most of the bonds are held by the TBTF."

Steve, this is a widely held view that is NOT correct. The latest data I have seen shows that individuals own about 35% of individual bonds and another [more]

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yodaorange replied to the Macro Economic Trends and Risks board. 1:57 AM

Re: San Bernardino Pensioners crush bondholders

My good friend Bruce said: "You seem to have sympathy with the bond holders? I'm sympathetic with the pensioners who planned their lives assuming the pensions."

Bruce, so far the municipalities going bankrupt have not sought [more]

Fri Apr 1

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yodaorange replied to the Macro Economic Trends and Risks board. 12:11 AM

Re: San Bernardino Pensioners crush bondholders

MarkR said: "It's not the degrees of separation that makes it matter or not, it's that even if the bonds fail, the municipality is still on the hook to pay the pensions."

Mark, the municipality is NOT on the hook to pay the [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 2564
Recs Received 35844
People who have rec'd these posts 1110
Recs to Posts Ratio (last 30 days) 39.10
Threads Started 1425
Threads Started Percentage 55.58 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.44 %
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