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The 10 Most Recent Messages By Reitnut

Take me back to where I was.
  • Date: 6/29/15 6:22 PM
  • Number: 78553
  • Recommendations: 37
Should I buy now or wait until she actually begins torquing it up?

I cannot, of course, answer that question. We all know that timing the market, short-term, is a game that few, if any, can win on a consistent basis. All we know is
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  • Date: 6/29/15 11:06 AM
  • Number: 78549
  • Recommendations: 52
I have not been able to post here for several weeks, due to a combination of a minor health issue, a great deal of volunteer work, and the anguish of having to send our eldest Golden Retriever, Riley, over that "Rainbow Bridge" (but he did
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  • Date: 5/31/15 6:50 PM
  • Number: 78426
  • Recommendations: 45
This was posted about a month ago on SNL, for those who might possibly be interested.

The healthcare sector of the REIT industry, consisting primarily of seniors’ housing, skilled nursing facilities (SNF), medical office buildings
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  • Date: 5/31/15 6:43 PM
  • Number: 78425
  • Recommendations: 18
If you want a REAL dividend increase, look at what Extra Space (EXR) did last week: They bumped the dividend by 25.5%. The stock has done really well, as this is a very well-managed REIT and owns properties in the rapidly-growing self-storage
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  • Date: 5/31/15 6:32 PM
  • Number: 78424
  • Recommendations: 30
I'm not front running the Fed but I think we can agree that the entire tenor of this board and REITs in general is it's a bad time to buy. Interest rates are going to go up, properties are expensive and so are REITs. I'm searching for good
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  • Date: 5/31/15 6:01 PM
  • Number: 78423
  • Recommendations: 6
Is it your understanding that only the real estate assets should count on the NAV/share and the market value of the NOI isn't part of that calculation?

Yes, real estate NOI is built into the NAV estimate, so adding them together
(Continued...)
  • Date: 5/17/15 6:39 PM
  • Number: 78380
  • Recommendations: 4
I still don't get it. If total assets are $10.5 billion and liabilities are $4 billion, the net assets would be $6.5 billion; divided by 71MM shares outstanding is $91.50 per share. Green St's figure is modestly in excess of that, as they value
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  • Date: 5/17/15 6:25 PM
  • Number: 78379
  • Recommendations: 12
MonsterFluff, I am puzzled by one thing in your calculation: NAV is calculated on the basis of market value of assets net of debt, divided by the shares outstanding. You have "assets net of debt" of $3.407 billion. If there are 71.2MM
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  • Date: 5/17/15 5:58 PM
  • Number: 78378
  • Recommendations: 14
The NSC sector is a fertile place for new REIT investments; many of these are very well-run and have modest debt leverage, they are leasing up vacant properties, SS NOI growth has been quite good, and new supply is not an issue at all (after the
(Continued...)
  • Date: 5/17/15 5:47 PM
  • Number: 78377
  • Recommendations: 13
I still love ARE and AREEP, and have been buying a lot more of both. I exchanged emails with CEO Joel Marcus recently, and learned that, in his entire history in this business, market conditions have never been this good. A key factor is the
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Total = 10

Take me back to where I was.
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