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New Investor Presentation for iStar Inc. - News released on Tue, 03 Dec 2019 09:20:03 -0500 - REITNewsHeadlines - 2019-12-03 09:39:05 PDT - See full comment

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#Star made its dividend payments yesterday. - Rocco64 - 2019-12-03 12:15:00 PDT

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I couldn’t find the investor presentation on STAR’s website. - Atopp - 2019-12-03 09:39:05 PDT

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CBL & Associates Properties, Inc. Press Release: CBL Properties Announces Suspension of Common and Preferred Stock Dividends - News released on 2 Dec 2019 16:17:51 -0500 - REITNewsHeadlines - 2019-12-02 17:38:45 PDT - See full comment

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Here is what #CBL announced today: CHATTANOOGA, Tenn.--(BUSINESS WIRE)-- CBL Properties (NYSE:CBL) today announced that it is suspending all future dividends on its common stock, 7.375% Series D Cumulative Redeemable Preferred Stock and 6.625% Series E Cumulative Redeemable Preferred Stock. “Suspending dividends is a significant and difficult decision, one that was carefully considered by Management and the Board. However, preserving free cash flow is a paramount objective for CBL at this time,” said Stephen D. Lebovitz, CBL’s Chief Executive Officer. “We anticipate a decline in net operating income in 2020 as a result of heightened retailer bankruptcies, restructurings and store closings in 2019. Offsetting these declines by retaining available cash is necessary to maintain the market dominant position of our properties and to reduce debt. CBL has also made significant efforts over the past 18 months to reduce operating costs, including executive compensation and overall corporate G&A expense, as well as execution of a strategy to utilize joint venture and other structures to reduce capital expenditures. Ultimately, we believe these actions will allow the Company to return greater value to its shareholders.” The dividend suspension will be reviewed quarterly by the Board of Directors, but is expected to remain in place until year-end 2020. The Company made this determination following a review of current taxable income projections for 2019 and 2020. The Company will review taxable income on a regular basis and take measures, if necessary, to ensure that it meets the minimum distribution requirements to maintain its status as a Real Estate Investment Trust (REIT). Unpaid dividends on CBL’s preferred stock shall accrue without interest. No dividends may be paid on shares of CBL’s common stock unless all accrued but unpaid dividends on its preferred stock, and any current dividend then due, have been (or contemporaneously are) paid in cash, or a cash sum sufficient for such payment has been set apart for payment. - Billy123 - 2019-12-02 17:38:45 PDT

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During after-hours, #CBL is at $0.88/share, that’s 38.9% down for the day! - Kev B - 2019-12-02 19:52:34 PDT


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Washington Prime Group Continues Transformation of Dayton Mall - News released on Mon, 02 Dec 2019 07:33:46 -0500 - REITNewsHeadlines - 2019-12-02 10:11:14 PDT - See full comment

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Some high yield ETFs have WPG in its mix to boost dividend yields. Hopefully WPG won’t cut it anytime soon but there are no guarantees. - Omick99 - 2019-12-04 12:51:51 PDT

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Glad to see this! I hope #WPG continues it’s renovations and does cut its dividend while doing so the way #CBL did. - LLNN - 2019-12-02 10:11:14 PDT

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Spirit Realty Capital, Inc. Press Release: Spirit Realty Capital, Inc. Announces Acquisition of 123 Properties for $435 Million - News released on 25 Nov 2019 16:15:19 -0500 - REITNewsHeadlines - 2019-11-28 11:21:12 PDT - See full comment

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After selling #SMTA I think #SRC is in much better shape to start growing once again. - LLNN - 2019-11-30 11:37:25 PDT

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I will wait for #SRC to have a price drop before buying more, however it is already trading at a fair price. - Kev B - 2019-11-28 11:21:12 PDT

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Gaming and Leisure Properties, Inc. Increases Quarterly Cash Dividend by 2.94 Percent - News released on Wed, 27 Nov 2019 07:14:34 -0500 - REITNewsHeadlines - 2019-11-28 11:19:33 PDT - See full comment

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With a 2.95% dividend yield hike, #GLPI still has a healthy Dividend/AFFO coverage ratio and improves an already attractive dividend yield of 6.4%, which is difficult to find in a REIT with its REITRating. - Kev B - 2019-11-28 11:19:33 PDT

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VICI and GLPI are on my radar as potential investment options this week. - JohnforkO - 2019-12-01 21:22:57 PDT


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Monmouth Real Estate Investment Corporation Press Release: Monmouth Real Estate Reports Results For The Fiscal Year Ended And The Fourth Quarter Ended September 30, 2019 - News released on 25 Nov 2019 16:39:25 -0500 - REITNewsHeadlines - 2019-11-26 09:25:03 PDT - See full comment

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#MNR kept occupancy strong 98.9%. They grew revenues YoY and total FFO and total AFFO. However in per share basis FFO and AFFO was $0.21 per share down from $0.22 in Q3 2018. - Rocco64 - 2019-11-26 09:25:03 PDT

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EPR Properties Press Release: EPR Properties Announces Sale of Charter School Portfolio for Approximately $454 Million - News released on 24 Nov 2019 17:03:23 -0500 - REITNewsHeadlines - 2019-11-25 07:55:27 PDT - See full comment

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A couple of important points. EPR sold only the Charter School portfolio inside their Educational portfolio. #EPR has no present plans to sell its private school and early childhood education assets that are included in the Education portfolio but will consider strategic dispositions if those opportunities present themselves in the future. #EPR intends to rapidly redeploy the proceeds from the sale to fund investments in experiential real estate, including potential casino resort investments. - AI_AI - 2019-11-25 08:10:16 PDT

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If #EPR stock drops a lot more I will go on a buying spree! - CapitalKing - 2019-11-27 20:07:22 PDT

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This was unexpected news for me. Not sure if #EPR had made any callouts on their intention to sell their charter school division in their last Q3 investor call, this deal must have been in the works for a while. But I can understand why they are doing it and I believe EPR will be better for it. “Since we entered the charter school market we have enjoyed very attractive returns, but competitive financing alternatives, primarily in the tax-exempt bond market, have caused structural market changes that increased earnings volatility and were incompatible with our mandate as a REIT to provide long-term and predictable income,” stated Greg Silvers, President and CEO of the Company. “After deliberate consideration of our strategic options, we are excited about our decision to refocus our growth on experiential real estate.” - Gekko5 - 2019-11-25 07:55:27 PDT

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What are some good solid REITs that are trading at their lowest prices, or close to it, in recent history? - Fyryr - 2019-11-21 19:16:21 PDT - See full comment

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The Federal Reserve Bank of New York added today $70.1 billion in temporary liquidity to financial markets and we saw the DOW gain almost 200 points. I’m concerned what will happen when the FEDs remove that liquidity from the market again. - Omick99 - 2019-12-04 12:50:11 PDT

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I started a position on #CCI. Plan to hold it for a couple of years or more depending on performance, but I expect that dividends will continue to rise. - 777i - 2019-11-29 22:07:28 PDT

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The market has rebounded this morning. The S&P500 and Nasdaq hit record highs. Most of the REIT stocks that I’m tracking this morning on my dashboard are green with over with some over 1%+ gain already this morning. - Gekko5 - 2019-11-25 08:03:02 PDT

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I missed some good buying opportunities this morning! - Omick99 - 2019-11-25 09:51:06 PDT

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PS Business Parks #PSB is 10% below its highest price point this year. I won’t buy yet, I think PSB’s price will go down more before it normalizes. - LLNN - 2019-11-24 09:46:15 PDT

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The meteoric rise and fall of PS Business Parks’ stock price (from $193 to $266 back to $212) during 2019 is the kind of thing that stresses me out about investing in companies with high price-to-AFFO multiples and low dividend yield. Some invest in #PSB accepting low dividend yield for the hope that the REIT is strong enough to sustain steady price growth. This, however, is an example of a stock that grew too fast in 2019 and now is losing the ground, while paying a low dividend yield. - Fifthtime - 2019-11-28 09:52:57 PDT

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Stocks for the best performing and ranked REITs are still so high even after the price decrease this week. I will wait. - RoTtom - 2019-11-22 10:58:16 PDT

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W.P.Carey at $83 has retreated a lot from its level highs just over a month ago. The market loves WPC; its 52-week high price may just have gotten ahead of itself. - Kenbeertt - 2019-11-23 13:49:01 PDT


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Easterly Government Properties, Inc. Press Release: Easterly Government Properties to Participate in Investor Meetings and Provide Updated Third Quarter 2019 Investor Presentation - News released on 19 Nov 2019 16:01:21 -0500 - REITNewsHeadlines - 2019-11-20 21:15:46 PDT - See full comment

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#DEA is one sharp run REIT. These guys picked a good business model to operate. With currently only 69 properties they have lots of runways to grow, even more as the government continues to grow. - CapitalKing - 2019-11-20 21:15:46 PDT

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Easterly’s price to AFFO is more attractive than its counter-part REITs with a large-cap. My concern with #DEA is its dividend payment value is flat at $0.260 for the last two years, yet its dividend-payout ratio has not improved below 89.6% this year. Although to DEA’s defense, it has grown its AFFO from 24 cents to 29 cents over the last year during Q3. I’m expecting they will have a higher AFFO starting Q4 2019 and next year. - LLNN - 2019-11-24 10:06:36 PDT


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Gladstone Commercial Announces Industrial Property Acquisition in Indianapolis, IN - News released on Tue, 19 Nov 2019 16:32:40 -0500 - REITNewsHeadlines - 2019-11-20 20:51:49 PDT - See full comment

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Seems like demand for industrial properties in Indiana has heated up. - CapitalKing - 2019-11-20 20:52:52 PDT

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Which REITs are most active traded? - BlueBlue - 2019-11-19 10:06:49 PDT - See full comment

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Here are REITs with highest trade volumes in last month: American Tower #AMT, Prologis #PLD, Crown Castle #CCI, Digital Realty Trust #DLR, Equinix #EQIX, Public Storage #PSA, Simon Properties #SPG, Welltower #WELL, Ventas #VTR, Liberty Properties #LPT, Realty Income #O, Medical Properties #MPW, Avalon Bay #AVB, Host Hotel #HST, Essex Property # ESS, Vereit #VER, Annaly Capital #NLY. I hope this list helps. - Fifthtime - 2019-11-23 15:15:18 PDT

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Millions of share will trade per day for mega-cap REITs like #PLD & #CCI, while for small-cap REITs like #CORR and #ALEX it will trade in the low hundreds of thousand share per day. Of course, volumes have highs and lows across the board for REITs. - 777i - 2019-11-22 23:53:34 PDT

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#VER has high trade volumes, an example of its last three days: On Nov 22, 2019 its volumes were 9,033,300, on Nov 21, 2019 it was 12,459,300, and on Nov 20, 2019 it was an astonishing 22,309,400! - Kenbeertt - 2019-11-23 13:54:02 PDT

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Some of the big cap have some of the highest trading volumes. - Rocco64 - 2019-11-21 09:39:03 PDT

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One good large cap REITs #CCI Crown Castle International with market cap of about $56 billion, and in the communications infrastructure sector. - BlueBlue - 2019-11-21 12:21:11 PDT


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Terreno Realty Corporation Press Release: Terreno Realty Corporation Acquires Property in Seattle, WA for $2.9 Million - News released on 18 Nov 2019 09:17:17 -0500 - REITNewsHeadlines - 2019-11-18 20:44:08 PDT - See full comment

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#TRNO is now ranked number one REITRATING with a RR Score of 9.4! Surpassing #PLD with a RR Score of 9.2! - AI_AI - 2019-11-18 20:44:08 PDT

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Yes, this is one stock I’m investing in little by little to hope to continue to add to my portfolio even as it price steadily increases with its performance. - Atopp - 2019-11-19 23:52:10 PDT


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Retail Properties of America, Inc. Press Release: Retail Properties of America, Inc. To Report Fourth Quarter And Full Year 2019 Financial Results - News released on 14 Nov 2019 17:05:23 -0500 - REITNewsHeadlines - 2019-11-15 10:55:12 PDT - See full comment

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#Rpai declared Operating funds from operations (Operating FFO) attributable to common shareholders of $57.0 million, or $0.27 per diluted share, compared to $58.0 million, or $0.26 per diluted share, for the same period in 2018. - Rken - 2019-11-15 10:55:12 PDT

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A 4.74% dividend yield doesn’t attract me on #RPAI - Bob_knows - 2019-11-16 14:59:46 PDT


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Why are REIT stock prices down today? - LLNN - 2019-11-12 14:01:20 PDT - See full comment

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Today was a rough day across the board for REITs, many retail, hotel, and industrial REIT prices were hit with the latest trade news. - Kev B - 2019-12-02 19:56:50 PDT

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Market took a hit this morning, fortunately the bids I placed yesterday were not filled (not even after hours), can buy them all cheaper today. - Rocco64 - 2019-11-21 09:35:45 PDT

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Today the market had a strong rebound, #COLD is up 3.59% for the day, and #PLYM is up 3.29%. - AI_AI - 2019-11-18 20:17:21 PDT

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#OHI stock price finished the day negative 1.37%. I see this stock as a buy. Received dividends from them today, so very happy. - AI_AI - 2019-11-15 22:41:21 PDT

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#CORR is still down. - Atopp - 2019-11-15 17:33:19 PDT

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I got dividend payments from SRET & SDIV today and I’m ready to reinvest in some stocks that dropped today, potentially right back into SRET & SDIV. - CapitalKing - 2019-11-13 19:27:59 PDT

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Market feels like will go down further. Time to get ready to buy your favorite stocks :D - Rocco64 - 2019-11-13 11:59:37 PDT

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There are new uncertainties around the trade deals. - Atopp - 2019-11-13 09:11:07 PDT

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Seems like it is always a good thing for the US economy if Walmart is beating earnings expectations! - BlueBlue - 2019-11-14 08:50:22 PDT

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May be that FEDs said unlikely to cut interest rates as long as economic growth continues. - Billy123 - 2019-11-13 08:02:26 PDT

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I bought #MNR and #PLYM today, two small (one actually micro-cap) industrial REITs for my portfolio. I took advantage of the price drop today to buy. - Davestew - 2019-11-12 21:02:14 PDT

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Prologis, Inc - REITWorld 2019 - News released on 12 Nov 2019 11:15:03 -0600 - REITNewsHeadlines - 2019-11-12 10:56:17 PDT - See full comment

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#Cold grew it’s al warehouse segment to revenues of $365.6 million, a 23.0% increase over the same third quarter last year. - Rocco64 - 2019-11-12 10:56:17 PDT

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Front Yard Residential Corporation Reports Third Quarter 2019 Results - News released on Wed, 06 Nov 2019 07:32:25 -0500 - REITNewsHeadlines - 2019-11-10 10:27:13 PDT - See full comment

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So #RESI is also going through the pains of internalizing management and this is having a direct impact on its FFO & Core FFO results: “During the third quarter of 2019, we focused on addressing the operational challenges that we encountered following the internalization of property management earlier in the year in which we quintupled the number of properties on our internal platform,” stated George Ellison, Chief Executive Officer. “This impacted our operating results in the third quarter, but we are seeing improved metrics in October that we expect will drive stronger results in the fourth quarter.” - LLNN - 2019-11-10 10:27:13 PDT

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Single-family-home REIT business is a hard one to manage if you ask me. - Davestew - 2019-11-11 19:48:44 PDT


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If we look at REITs performance through the Shiller CAPE Ratio what does that tell us about the current stock market and valuations? - RoTtom - 2019-11-09 10:22:48 PDT - See full comment

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Multiples have been trading higher not many REITs even while FFO has been flat compared to previous year. - Rocco64 - 2019-11-12 10:53:40 PDT

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What do you think of REIT stocks that have high institutional ownership? - JohnforkO - 2019-11-09 09:33:59 PDT - See full comment

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Seems like REITs with high institutional ownership usually have more stable stock prices, that is until a large bank or pension fund sells their position on it and the prices come down hard. The prices usually rebound as other institutional investors take their place. That is of course as long as the sell off wasn’t driven by some bad news. - Zuggar3 - 2019-11-10 20:35:06 PDT

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Investing in stocks with high institutional investors like Vanguard, State Street, BlackRock, JPMorgan, gives me confidence that the stock has solid fundamentals. This especially in the case when these institutions combined own 95%+ of the REITs stock. - Fyryr - 2019-11-09 13:39:41 PDT

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Institutional investors buying large blocks of a REIT’s stock can drive the price higher and higher above what the average retail investor would want to pay for the stock, and when the institution sells a large chuck of its shares again it can create sudden step drops in the REIT’s price that can create further sell-offs. - Omick99 - 2019-11-09 22:57:38 PDT


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Curious if REITs can outperform actual rental properties, or at least keep up. Sure would be nice to not have to deal with tenants, property management, county taxes, and all the other landlord gotchas. - Norm Schultz - 2019-11-08 13:02:53 PDT - See full comment

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Well, I’m not sure how REITs compare to the average rental property returns, but according to NAREIT “REITs outperformed the broader stock market in the third quarter of 2019, according to Nareit. The FTSE Nareit All REITs Index, the broadest U.S. REIT index containing both equity and mortgage REITs, gained 7.24% on a total return basis in the third quarter and 27.37% in the first nine months of 2019, compared to the S&P 500’s respective gains of 1.70% and 20.55%.” https:www.reit.com/news/blog/nareit-media/reits-outperform-broader-stock-market-third-quarter - Kyuie - 2019-11-10 13:14:52 PDT

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I own and invest both in physical real estate and REIT stocks, and each investment has its advantages and brings its unique satisfactions. I do agree that not having to deal with property management & maintenance is a considerable advantage in owning REITs versus RE. - Kev B - 2019-11-09 08:18:00 PDT

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You can make off some REITs 7% to 12% dividend yield annually if you time it right and hold on to the stock for long enough. For me I would rather collect 7-12% without the headaches of owning a property, so that I can still invest my time in other pursuits. - Omick99 - 2019-11-09 23:01:09 PDT

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Buying real properties/assets allows you to generate wealth and cash flow via leverage. - Billy123 - 2019-11-08 23:50:12 PDT

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Good questions. I guess it depends on the type of properties, regions, and when the property is acquired. Also dependent on the leverage used to buy the property, the cap rate obtained, and at which point in the real estate lifecycle of the region/property type. (Same thing goes to picking REIT stocks. Timing is critical, and not all REITs are the same.) In my experience, if one can buy a Class A property in a Class A location with a cap rate of around 3-5% and 80% leverage, you may get about 8-15% annualized returns. Of course, one can get much higher returns in the range of 15% to 30% in properties with a higher cap rate, but than there are risks in the performance of the property. I’m sure that experienced real estate investors can make better arguments and potentially better returns. However, for me, the heated real estate market (with lower cap rates) makes it challenging to find properties worth the returns and risk at this time. So I would rather receive monthly dividends in the range from 2-8% from REITs. There is the risk that the stock price for the REIT may go down, yet since I don’t need to sell my shares in the foreseeable future, I’m happy as long as my REITs continue to pay dividends. - LLNN - 2019-11-08 19:44:27 PDT

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Which REIT do you think are trading at a discount now? - Omick99 - 2019-11-08 09:52:21 PDT - See full comment

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#Cold dropped 5.58% today! #Unit dropped 7.72%, however I’m not surprised by Uniti at this point anymore. - LLNN - 2019-11-08 19:52:40 PDT

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Overall many reds, #VNQ was trading at ~$95 in Oct now at ~$91. - Rocco64 - 2019-11-08 10:57:12 PDT

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#VNQ is down to $90.60 today, I hope not to be underwater for too long on some of my individual stock purchases. - LLNN - 2019-11-12 14:03:44 PDT

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If SDIV reaches below $17 again I’m buying. - RoTtom - 2019-11-08 13:37:27 PDT