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zREITs is Bullish about GEO

Summary: Bullish Buy Undervalued Owns this stock
GEO became more interesting this this week, with a dividend yield above 10%, but still priced below $20 and with a an overall REITRating of 7. Will probably buy some shares to see where it goes. - zREITs - 2019-04-13 15:28:14 PDT

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I agree zREITs, I think some of the negative press that GEO and other REITs that operate detention centers (e.g., CXW) have received lately and the fact that JPMorgan recently announced it would stop financing private operators of prisons has driven down the stock prices and presented some opportunities to buy at higher yields. - REITFocused Owns this stock - 2019-04-13 15:43:09 PDT

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DividendFinder is Bullish about NNN

Summary: Bullish Buy Overvalued Owns this stock
I was analyzing National Retail Properties, Inc., and I'm pretty impressed with this REIT. During the last couple of year it's dividend payment values have been increasing YoY and its done so while keeping its Dividend-to-AFFo payout ratio at a good and steady level. NNN has been around for over 35 years and has shown a long track record of continuous dividend payments. - DividendFinder - 2019-02-16 10:47:14 PDT

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REITFocused is Bearish about ALX

Summary: Bearish Hold Overvalued
I have been interested in investing in ALX for a long time now, but the high stock price, above $300, has kept me at bay. I was looking over the company to see if, with the recent stock price drop, I might get a starting position with Alexander's Inc. But I'm observing a decreasing trend in the FFO during the last six quarters, which has made me rethink investing now. At the current FFO decrease rate, ALX might need to reduce their dividends in the future if something doesn't change, so I will wait a couple of more quarters before I invest. - REITFocused - 2018-11-25 16:40:21 PDT

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REITFocused is Bearish about CIO

Summary: Bearish Not Buy Overvalued
I was looking into City Office REIT, Inc as a potential investment. But I'm concerned enough about its finances not to take any stake in it. I'm also not sure how the company will maintain its high payout rate or increase its AFFO sufficiently in the short run to not cut the dividends. Of course, I would be happy to be wrong since I would love to invest in an office REIT that can pay a high dividend yield. However, since I'm unsure, I will wait and do not plan to invest in CIO at the time. - REITFocused - 2018-10-03 20:01:22 PDT

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REITFocused is Neutral about WPG

Summary: Neutral Hold Overvalued Owns this stock
I'm neutral on Washington Prime Group. I own some share for the long term, but only a small position, which doesn't put my portfolio at risk. It's great to receive a 12% dividend yield, but I try not to be too attached to it. I’m still bearish about WPG's performance during the next few years and their ability to continue to maintain the current dividend value, but bullish on the long-term. I would like to believe their redevelopment initiatives will yield returns within a few years, but I think they have many challenges which will put pressure on their cash flow. WPG's 2018 second quarter dividend payout rates are within conservative payout levels. However, in my opinion, their dividends are not guaranteed in the following years as they need to continue to invest in redevelopment, in replacing risky anchor tenants, renewing leases, and disposing of low-performing assets. If they do need to cut their dividends on the path to reinventing themselves, I imagine their low share price will drop even further. This will present an opportunity to invest in WPG at even better Price-to-AFFO multiples. So I will remain on the sidelines for now and see which direction their payout-ratios and dividends head. - REITFocused - 2018-09-20 22:22:40 PDT

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DividendFinder is Bearish about HPP

Summary: Bearish Not Buy Undervalued
Hudson Pacific Properties has an admirable list of tenants that include Google, Netflix, Qualcomm, Salesforce, Square, Uber. HPP also has a great selection of assets in booming tech regions, Los Angeles, Silicon Valley, San Francisco, Seattle, and others. This is a REIT I’m familiar with their office buildings and like. I was thinking about purchasing HPP, but I'm not convinced it is the right decision. What keeps me from investing in this REIT is the low 3% dividend yield, and an AFFO payout ratio of 117.3% for the six months ended in 6/30/2018, and 92.2% for the twelve months ended in 12/21/2018. I will continue to follow this REIT and wait to see how it performs. - DividendFinder - 2018-09-19 20:46:06 PDT

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REITFocused is Bullish about STAG

Summary: Bullish Buy Fair Value Owns this stock
Started my investment in STAG this year during the price pullback. STAG is one of the REITs I’m willing to invest it with a lower starting dividend yield, as I’m bullish about its long-term potential. - REITFocused - 2018-09-19 00:33:04 PDT

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DividendFinder is Neutral about ESS

Summary: Neutral Not Buy Overvalued
I’m familiar with the Essex’s Multifamily properties; they own large buildings many of which are upscale communities. The REIT focuses on two states (CA, WA) and in many top tech cities. Although their properties are in huge markets with strong purchasing power, I would like a more geographically diversified portfolio, even within the US. The high stock price, low dividend yield, and a stock price that’s been flat for at least the LTM keep me from investing at this time. - DividendFinder - 2018-09-18 23:26:50 PDT

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REITFocused is Bullish about STOR

Summary: Bullish Buy Fair Value
I have not yet invested in STORE Capital; I am waiting for the opportunity to buy on a dip, and gain a higher dividend yield. I have been following STOR for some time and like many factors about the REIT, including how stable it has shown to be and its ability to increase its dividends. Since I want to keep my REIT portfolio well balanced, I might invest in STOR sooner than later instead of overweight on other REITs which could risk my portfolio. - REITFocused - 2018-09-18 00:33:00 PDT

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REITFocused is Bullish about WPC

Summary: Bullish Buy Undervalued Owns this stock
During the last couple of days, I have been reviewing the REITs I want to invest in next, and W.P. Carey will be one of them. I wish the current 6.22% dividend yield were a bit higher, but WPC has shown the ability to raise their dividends value pretty much every year. So it consoles me that over-time the stock price I pay for now will be at above 7% yield. WPC has a good Dividend to Adjusted Funds From Operation payout ratio of 77%, which further gives me confidence in their ability to manage future dividend payments. WPC is a solid REIT to own, with currently 878 Net Lease properties in over 16 countries. Its assets are also well spread out across Industrial, Office, Retail, Warehouse, Self-Storage, and other property types, with an impressive 99.6% occupancy level and 10-year W.Avg. Lease term. I look forward to continue investing in this REIT not only now but over-time. - REITFocused - 2018-09-17 00:00:39 PDT

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DividendFinder is Neutral about GNL

Summary: Neutral Hold Fair Value Owns this stock
Global Net Lease is a hold for me for now. I will focus on investing in some dividend-safer REITs until I better understand their ability to maintain their dividends level. I have bought shares in this company many times in the past year, but am currently on a wait and see basis. I’m excited about the new properties the company has purchased and announced to buy until the end or 2018 and look forward to seeing what that will do for their Adjusted Funds from Operation. I think the company does know how to invest in good quality properties across many segments: Industrial, Distribution, Retail, and office. GNL has also shown to know how to attract and manage solid investment grade rated tenants. I like that they have a well-diversified portfolio across 7 countries, and the ability to get financing both from the US & EU. Although this gives GNL greater flexibility to borrow at lower values, the exposure to monetary exchange rates does concern me. What mostly worries me though, is that their dividend payout ratios. I would like to see how their AFFO is trending until early next year before I make a decision to invest more. - DividendFinder - 2018-09-16 22:39:43 PDT

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REITFocused is Bullish about SIR

Summary: Bullish Hold Fair Value Owns this stock
Although I own shares in Select Income REIT and plan to buy more stocks at a future date, at the moment, I will hold. This is because I want first to understand if their future dividends may be impacted by the high Dividend-to-Normalized FFO payout ratios in the last three quarters (Q2’18 113.3%, Q1’18 81.0%, Q4’17 130.8%), and additionally a Q2’18 occupancy of 87.5% for SIR owned properties (94.8% for consolidated portfolio). I am optimistic they will be able to address their vacancy levels in the short term. On the other hand, there are many things I do like about SIR, including their well-diversified office properties and their 69.2% common equity interest in ILPT. So I will wait for now before further investing, but remain bullish on SIR. - REITFocused - 2018-09-15 23:23:24 PDT

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REITFocused is Bullish about HPT

Summary: Bullish Buy Undervalued Owns this stock
I consider HPT a buy, and that its stock is undervalued. The stock is currently trading at a PE Ratio of 8, P/S of 2.09 and P/B of 1.710 which are low compared to other Mid-cap Hospitality REITs. Some of the things I like about HPT are: The REIT’s dividend to Normalized FFO payout ratio is low at 49.53%. Its quarterly dividends have been paid consecutively since 2010 with slight value increases. HPT has a portfolio of 524 properties (324 hotels & 199 travel centers) in 45 US states, Puerto Rico and Canada. Its properties are operated by external companies with long-term lease or management agreements. This includes hotel brands like InterContinental Hotels Group, Marriot, Hyatt, Holiday Inn, Staybridge Suites, Radisson, and others. The brands of its travel center are TA (TravelCenter for America) and Petro Stopping Centers. In Q2 2018, HPT grew its revenues by 7.2% compared to Q2 2017, and its Normalized FFO by 1.5%. At the moment, Hospitality Properties Trus, Inc a REIT I want to invest in to hold long term. - REITFocused - 2018-09-14 21:47:42 PDT

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@REITFocused - Thanks, this is very helpful! I wasn't even considering this stock before, but I will definitely keep an eye on it going forward. - DividendFinder - 2018-09-14 23:31:10 PDT

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REITFocused is Neutral about OHI

Summary: Neutral Hold Fair Value Owns this stock
I'm neutral on Omega Healthcare Investor, Inc, for the short term, but bullish for the long run. I want to acquire more shares but will invest in other REITs during the following months until the next earnings reports, or if the stock price drops. I do not plan on selling my share. In August the company paid dividends of $0.66 per share while its Q2’2018 Adjusted Funds From Operations (AFFO) per common share was $0.76. The payout rate is higher than I would like at this point, although I’m enjoying the dividends from my existing shares. OHI has shown to manage its dividend payments well in the last several years, so my hope is it will continue to do so going forward, regardless of short-term headwinds. - REITFocused - 2018-09-14 19:39:20 PDT

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REITFocused is Bullish about LXP

Summary: Bullish Buy Undervalued Owns this stock
I plan to continue to invest in Lexington Realty Trust. I have bought LXP shares multiple times, sometimes paying values higher the stocks current stock price of $8.18. As far as gaining long-term value from stock price appreciation, I'm not confident about that at the moment. I haven't invested in this particular stock for that purpose. I have invested in it because I do believe the company should continue to make regular dividend payments. LXP since 2010 has been paying consistent dividends with moderately increased over time. The company today announced it would pay $0.1775 dividends per common share, which is approximately a 71% Payout Ratio compared to its $0.25, Q2 2018 AFFO. An improvement over its Q2 2017 AFFO of $0.23. I like that LXP invests in single-tenant, Net leased properties with long-term leases, and that it has been increasing its exposure to industrial properties while reducing its office portfolio. So for the moment, I continue to be optimistic about LXP. - REITFocused - 2018-09-14 00:58:54 PDT

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REITFocused is Neutral about SRET

Summary: Neutral Buy Fair Value Owns this stock
I invested in Global X SuperDividend REIT ETF (SRET) this year since I like the composition of it ETF. The portfolio contains REITs such as NLY, EPR, WPC, VER, GOV, GLPI, LXP, PK, DRG.UN, GNL, and others. Some of which I have purchased the stocks individually and others which I decided to invest in them via this ETF. I’m open to the thought of buying more shares in the coming month in small portions. Since I still want to learn more about all the stocks which make up the ETFs portfolio, some of the REITs I feel confident about sustaining their dividends, other I'm yet not sure. I want to track the performance of the REITs which make up the bulk of the portfolio. This ETF pays monthly dividends (which is a plus, so I don't need to wait for quarterly payments to reinvest). SRET is one of the few REIT ETFs I have invested in so far, so I will use the learnings for future investment in ETFs. - REITFocused - 2018-09-13 22:13:07 PDT

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REITFocused is Neutral about UNIT

Summary: Neutral Not Buy Undervalued Owns this stock
I’m holding off on buying more Uniti Group shares for now. At the moment, I’m concerned about the sustainability of its Dividend ($0.60/share) to AFFO ($0.62/share) payout ratio (97% in Q2'18). I like the company very much, and I love having a high-tech communications (towers and fiber) company like Uniti in my REIT portfolio. I acquired the shares of the company when the stock was at just above $14 and $16 per share. I wish I had purchased more shares of the company at the time since now it’s already above $21/share. I’m not thinking of selling my shares, but I will hold from buying more until the next financial reports come out. - REITFocused - 2018-09-13 21:34:48 PDT

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REITFocused is Bullish about VTR

Summary: Bullish Buy Undervalued Owns this stock
I’m a fan of the healthcare REIT Ventas (VTR) and the work of its CEO Debra Cafaro. Ventas has been around for 20 years providing positive investment returns and growth. Since 2001 it has presented an 8% compound annual dividend increase, currently paying $0.79/share (Q2 2018). I’m considering purchasing more stocks while it still trades below its 52-week high of $69.53. I’m looking for a long-term investment, and at a current 5.3% dividend yield, it presents me a steady return in the healthcare real estate sector. - REITFocused - 2018-09-13 20:33:38 PDT

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REITFocused is Bullish about EPR

Summary: Bullish Buy Fair Value Owns this stock
I’m considering acquiring more shares of Entertainment Property Trust (EPR), hopefully for below $70 per share (currently $69.84) and at above 6% dividend yield (now 6.2%). EPR’s portfolio is pretty unique compared to most other triple NET REITs. Its properties consist of entertainment and recreations properties where I would highly enjoy spending my weekends (Megaplex theatres, Golf complexes, Ski areas, karting, water parks, and the list goes on). About 21% of EPR’s assets are in the Educational sector (Private schools, Early childhood education centers, public charter schools). I would imagine you need a good management team to find, acquire, develop and manage these specialized, unique and diversified properties. I’m glad to see the share price increase from the mid $50 earlier this year to the current $70 range which presents a reasonable and fair appreciation in my opinion. For a REIT like EPR, I’m willing to acquire its shares even at a 5% dividend yield range, since I believe its a good REIT to own, and it will continue to increase its dividend payment and stock price yield. - REITFocused - 2018-09-12 23:39:40 PDT - REITFocused - 2018-09-13 19:29:52 PDT

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REITFocused is Bullish about VER

Summary: Bullish Buy Undervalued Owns this stock
I currently consider VEREIT a buy. I have purchased VER shares a couple of times this year when the dividend yield was in the 7% to 8% range and the stock price in the low $7 region. I believe VEREIT has a pretty solid portfolio, with over 4,000 properties across multiple sectors (Retail 41.7%, Restaurants 22.0%, Office 19.4%, Industrial 16.9%), and 49 states. I like that 42.7% of its 646 tenants are Investment Grade (with tenants like Walgreens, CVS, FedEx, Dollar General, Family Dollar, Home Depot, Goodyear, Merrill Lynch, PetSmart, and more) and that the REIT currently has a 98.8% occupancy level. VER has been paying dividends of $0.1375 quarterly since the end of 2015. Its AFFO in Q2’18 was $0.18 per diluted share, corresponding to a AFFO/Dividend payout ratio of approximately 76%. The stock price has been relatively flat this year, with an overall decline compared to its mid-2016 levels. However, I’m ok with that; I’m investing in this REIT for the dividend payments and that I believe it can perform well long term. If the stock price remains flat, yet the company continues to pay dividends yields in the 7%-8% range, then that presents me with an opportunity to continue to invest in this stock over time. - REITFocused - 2018-09-12 22:25:21 PDT

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