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Author: Reitnut Big red star, 1000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 77358  
Subject: Re: a few good reits Date: 2/10/2013 8:44 PM
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Itangel, O and MNR may be good choices, but I don't follow them actively. You might want to review some of the O and MNR threads on this board.

I like KIM, despite the problems it had (including a dividend cut and excessive leverage) during the Great Depression. They are slowly but steadily selling off their non-core, non-retail assets, improving their asset quality and their balance sheet. SS NOI growth has been pretty good. They are dividend-friendly.

It's difficult finding really solid equity REITs, with good balance sheets, that pay a dividend yield of over 4% these days (and where they are not overpaying their dividend).

Besides KIM, you might take a look at HCN, HCP (both healthcare), HIW (suburban office), BMR (life science) and, of course, ROIC (strip centers), all of which yield over 4%, have solid balance sheets, and good to excellent management teams. I own all of these except for HCP, so I do have confidence in them.

Happy hunting!

Ralph
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