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In your opinion, which REITs have the strongest fundamentals, and why? Please provide numbers to back it up. Thanks.- Kyuie - 2019-06-09 10:37:04 PDT

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#WPC W.P. Carey, Inc. and #ARE Alexandria Real Estate Equities, Inc. - Kyuie - 2019-07-06 20:16:57 PDT

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I would like to see the vacancy rates of the office REITs in their Q2 reports, to see if reflective of this Reuters reports which states “U.S. office vacancy rate rose by 0.2% to 16.8% in the second quarter from a year earlier, according to real estate research firm Reis Inc, amid a slowing U.S. economy and ongoing trade tensions with China. Vacancy increased in 43 of 79 metros in the quarter, higher than most quarters, Reis said.” https:www.google.com/url?sa=i&source=web&cd=&ved=2ahUKEwikkp_ovZfjAhWCpp4KHcDlA8IQzPwBegQIARAC&url=https%3A%2F%2Fuk.reuters.com%2Farticle%2Fus-usa-property-office%2Fu-s-office-vacancy-rate-rises-marginally-in-second-quarter-reis-idUKKCN1TX09M&psig=AOvVaw3w0wrFUoSPPvI9cb5mkpB0&ust=1562199778611466 - LLNN - 2019-07-02 17:25:39 PDT

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I like #BDN and #WRI and both stock price look good. - Star_Go - 2019-06-20 23:06:51 PDT

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I’m with ya @Star_Go, I’m looking at buying more #WRI and #BDN. I see a slight downward trend in both these stocks so resisting to buy too much now and wait for further discounts. - Kev B - 2019-07-16 22:52:22 PDT

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Public Storage has solid fundamentals; the company has low debt, good dividend payout ratio, low G&A expenses compared to revenues, steady growth. Whichever way I look at it, #PSA comes out on top. Their AFFO have been increasing although they have not raised their dividends since 2016, so I hope they raise it soon. There has also been a slow down in their revenues growth during the last couple of years, although they are still growing. - LLNN - 2019-06-16 19:58:03 PDT

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Realty Income #O has one of the strongest fundamentals among REITs. - CapitalKing - 2019-06-16 12:12:42 PDT

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I bought Getty Realty this week, the company is a small cap REIT with a diversified portfolio of almost 900 convenience store and gasoline stations. #GTY has a good payout ratio and has consistent and improving AFFO. Unless we do away with people owning and driving cars, I think #GTY is a good reit for years to come. - Omick99 - 2019-06-15 15:39:05 PDT

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National Health Investors has strong fundamentals. In 2019 the company grew its Adjusted FFO almost every quarter compared to 2017. In Q1, the REIT had 232 properties (Senior housing, skilled nursing, hospital, medical office) in 33 states, a well-diversified portfolio. According to #NHI they also have one of the most highest Annual Revenues per Employee in 2018 compared to their industry peers. NHI, according to their May 2019 Shareholders Meeting presentation also reduced its G&A costs as % of Total revenues from 5.1% in 2014, to 4.3% in 2018. According to the report the company decreased its Fixed Charge Coverage from 7.7x in 2015 to 6.0x in 2018. I have invested in some healthcare-related REITs such as #WELL, #VTR, #OHI, #SBRA, #MPW, and others, and #NHI is one of my favorites to buy more right now, due to its healthy numbers. (no pun intended). - Kev B - 2019-06-12 20:02:49 PDT

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I own Sabra #SBRA via ETFs. The high dividend helps the ETFs monthly payout. - Omick99 - 2019-10-09 10:39:33 PDT

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I bought #NHI last week, the price has been trading below Q1 2019 range. The REIT scores high on many of my calculations. - CapitalKing - 2019-06-18 23:43:56 PDT

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#APTS in my opinion has strong fundamentals, the price has dropped some in last week so looking at getting some shares. - Rocco64 - 2019-06-11 10:17:46 PDT

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Two months later, I’m wondering why #APTS continues to drop more than the REIT market, they did have a lower AFFO this quarter versus last years, yet there is something else going on here which I’m not clear from looking at the quarterly reports. Is it its diversification into retail properties? - LLNN - 2019-08-24 20:41:31 PDT

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#Apts continues to drop and it’s a buy! - LLNN - 2019-06-25 06:32:59 PDT

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#Apts started the week on a drop, while many REITs are green. - Omick99 - 2019-06-17 11:05:03 PDT

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#BDN Brandywine continues to improve it FFO, increase its dividend payment values and manage a healthy payout ratio. - Billy123 - 2019-06-10 22:02:21 PDT

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I’m with ya Billy123, I bought #BDN, I still have a small position with the company but looking forward to continuing to buy more. - LLNN - 2019-07-18 21:56:44 PDT


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