yodaorange’s Activity

Today

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Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 2 hours ago

Re: US Public pension crisis: market v. actuaria

Knightof3 wrote: Bottom line for my previous post: I think Rauh and Yoda are confusing asset return rates with liability discount rates

Knight, I agree with intercst. What Rauh and I were both referring to is the assumed asset [more]

Yesterday

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Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 3:29 AM

Re: US Public pension crisis: market v. actuarial

Excellent post imuafool! Certainly an important Macro topic.

I should point out that Rauh is a controversial figure in the pension world. He has been widely publishing results like these since he was at Northwestern before he went to [more]

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Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 3:03 AM

Re: Delta B767 Roused by F16s After EgyptAir Crash

Intercst said: I understand it fairly common for pilots to log flight hours while asleep, but this is ridiculous.

Intercst, on very long flights, commercial planes carry two sets of pilots/co-pilots. The first set flies for X hours, [more]

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 1:21 AM

CBL under investigation: accounting fraud

From the Wall Street Journal:

A real-estate firm that has been a favored investment of Tennessee Republican Sen. Bob Corker is under investigation by federal law-enforcement officials for alleged accounting fraud, according to people [more]

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yodaorange posted to the Real Estate Inv. Trusts: REITs board. 12:53 AM

Warehouse space is heating up

Bloomberg ran a story on warehouse space today. The only REIT it mentioned was DCT which is medium size. The largest industrial space REIT is Prologis (PLD). While this article does not mention PLD, it does help explain their strategy of [more]

Sun May 22

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 10:33 PM

Strange Wells Fargo Preferred

In the the thread comparing REIT commons to REIT preferreds, bank preferreds were brought up. Most bank preferreds are NOT cumulative. Be it good or bad, it is what is is.

There is one strange Wells Fargo preferred that IS cumulative. It is [more]

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 11:46 AM

Re: Commons vs Preferreds: Who wins?

4thebird said: "Just about all the bank preferred seem to have no accumulation if they decide not to pay. That is why I will not buy any bank preferred. "


4thebird, I agree that I would not own non-cumulative [more]

Fri May 20

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:27 PM

Commons vs Preferreds: Who wins?

Many REITsters have been wondering how to allocate their funds between REIT commons and REIT preferreds. While this is a subset of what your overall portfolio should contain, it is a pertinent question. Jim recently raised another excellent related [more]

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 5:09 PM

Re: GOOD Preferreds

A funny thing happened on the way to the redemption of GOODO, GOODP and GOODN. GOODN is a note that matures on 1/31/17 so the clock is ticking. GOODO and GOODP are perpetuals so they do not have to be redeemed.

Like TJ mentioned, on 5/16 [more]

Wed May 18

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 7:29 PM

Read it and weep:Record low yield

REIT Preferred investors are crying in their Cheerios today. PSA has issued a new preferred issue with a record low coupon of 5.125%. PSA held the previous low yield record of 5.20% issued twice in 2013. So it took three years for PSA to be able to [more]

Tue May 17

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 10:14 PM

New AMH Preferred

American Homes 4 Rent (AMH) has issued a new preferred-D. Unlike preferreds A, B and C, this issues DOES not have a "kicker" that adds in home price appreciation to the final payout. It appears to be a plain vanilla, cumulative preferred [more]

Sat May 14

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Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:30 PM

BUY DFTPP

We have had a lot of discussions about the difficulty of buying DFTPP aka DFT-PC. I think it was Norm that suggested DFTPP was a good buy @ ~ 25.05. I decided to look at the data. Here is the methodology:

1) Select all REIT preferreds that [more]

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Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 12:06 AM

Pension checked into Hotel California . . .

(A little cryptic, but bear with me. . . )

It seems that the large California pension fund Calpers has turned into the Hotel California. You know the place: “You can check-out any time you like, But you can never leave! " [1] And you [more]

Fri May 13

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 12:29 AM

Re: LXP-C: No Luck with Fidelity

Ken said: "IB lets you buy just about every traded equity in the world>"

Ken, I was very surprised also. Here is the story:

1) Wednesday, IB's system would not recognize the ticker. And it did NOT offer an alternative [more]

Thu May 12

Recommendation

yodaorange recommended NWVillager's post on the Real Estate Inv. Trusts: REITs board. 2:49 PM

Re: Tiime to sell ARE-D?
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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 11:01 AM

Re: LXP-C: No Luck with Fidelity

Interactive Brokers will NOT let you buy DFTPP either. . .

Wed May 11

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 10:35 PM

Re: Trying to buy new issue preferreds

Norm said: "I am really getting tired of Fidelity's big brother restrictions."

Norm, there is an untold part of the Fidelity story. I would not have brought this up unless you mentioned it. Two main points:

1) [more]

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 2:22 PM

Re: Tiime to sell ARE-D?

TJ, you beat me to posting about ARE-pD today. I normally keep an above market sell order for most of the preferreds we hold. I look at the sell price every so often. Lo and behold, I fell asleep and did not raise the price high enough on ARE-pD. I [more]

Tue May 10

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 10:21 PM

Re: Who is buying commercial real estate?

. stay tuned. . . more coming . .

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Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 8:24 PM

Re: NY Fed Head Sanguine

Valuemonger said: “You spoke of rates rising from 3% to 5% and then from 5% to 7%. I see a 2% rate increase as very possible, but I see rates remaining fairly flat also possible. Rates going up 4% (like to 7%) as they did from 2004 to 2006, I see [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 2592
Recs Received 36211
People who have rec'd these posts 1112
Recs to Posts Ratio (last 30 days) 29.50
Threads Started 1437
Threads Started Percentage 55.44 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.37 %
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