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Welcome to the REITNotes Community! This is a spot for REIT enthusiasts to share their passion and knowledge of the REIT market. We encourage you to ask questions to the community and share your ideas about anything related to REITs and the real estate sector.



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Western Asset Mortgage Capital Corporation Press Release: Western Asset Mortgage Capital Corporation Announces Proposed Public Offering Of 6.75% Convertible Senior Notes Due 2022 - News released on 19 Aug 2019 16:08:18 -0400 - REITNewsHeadlines - 2019-08-19 15:42:24 PDT - See full comment

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Senior Notes at 6.75% is a sweet deal! Are retail investors able to buy these notes? How do we go about it? Do we need to buy a certain minimum quantity of #WMC note? - HereForFriends - 2019-08-19 15:42:24 PDT

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Preferred Apartment Communities, Inc. Announces a Joint Venture Investment in a Grocery-Anchored Shopping Center Through its Wholly-Owned Indirect Subsidiary, New Market Properties, LLC - News released on Mon, 19 Aug 2019 10:56:18 +0000 (UTC) - REITNewsHeadlines - 2019-08-19 12:01:48 PDT - See full comment

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I hope #APTS doesn’t end up owning underperforming retail locations, after doing well with apartment units. - AI_AI - 2019-08-19 12:01:48 PDT

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The press release says APTS now owns 50 grocery-anchored centers located in suburban Sunbelt and Mid-Atlantic markets. - Faston - 2019-08-19 12:54:23 PDT


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Gladstone Land Acquires a Large Pistachio Orchard in California - News released on Mon, 19 Aug 2019 09:03:11 -0400 - REITNewsHeadlines - 2019-08-19 12:00:21 PDT - See full comment

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Great, will this contribute for #LAND to increase funds from operations and dividends? - AI_AI - 2019-08-19 12:00:21 PDT

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What are your top Hotel REIT picks for the year, and why? - Gekko5 - 2019-08-18 01:51:50 PDT - See full comment

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I’m a fan of Host Hotels & Resort. It’s a large Cap REIT (in fact it is the largest lodging REIT in the world) with 93 Hotels and 52,000 rooms, and many iconic properties. According to their reports, #HST is the only investment-grade lodging REIT and the only lodging REIT in the S&P500. So as far as 2019 picks go, this is one of them for me. - 777i - 2019-08-18 20:15:25 PDT

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Good questions Gekko5, I would like to know that too. Most of my hospitality REITs had an FFO outcome lower than Q2 2018. - Bob_knows - 2019-08-18 18:01:07 PDT

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Medical Properties Trust Increases Regular Quarterly Dividend by Four Percent to $0.26 Per Share - News released on Thu, 15 Aug 2019 18:53:24 -0400 - REITNewsHeadlines - 2019-08-18 01:42:03 PDT - See full comment

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Glad I had bought #MPW a while ago at 7.5% dividend yield at the time, bought it because it has a fairly good record of increasing dividends over time. - Gekko5 - 2019-08-18 01:42:03 PDT

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VEREIT, Inc. Presentation: Q2 2019 Investor Presentation - News released on 16 Aug 2019 23:41:55 -0400 - REITNewsHeadlines - 2019-08-17 17:40:05 PDT - See full comment

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I bought #VER back when it was at 6 dollars and change, now at $9.60 the company’s reports came out and it did well in my view. I expect VEREIT to continue to increase, probably surpassing $15 dollars sooner than later due to its below-comparable p/multiple ratio. I was hesitant to buy until I saw the 2nd quarter presentation, but now thinking of getting more. - CapitalKing - 2019-08-17 17:40:05 PDT

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Which REITs are trading at best prices right now and you think is a very good investment? - Molly23da - 2019-08-17 11:11:32 PDT - See full comment

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REIT prices are just so high right now! Sorry Molly23da, it is hard to find REITs with the best prices at this moment. Maybe for a newcomer to the segment, they may seem like good dividend yields, but nothing compared to what we had in past years. - AI_AI - 2019-08-19 12:09:20 PDT

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Besides CyrusOne, Inc.’s price spike on Friday, the stock is still well priced. This REIT will likely continue raising dividends in the future, so even though #cone is only paying 3% it will be 4-5% within some years, not to mention further price appreciations. Best of luck! - Davestew - 2019-08-17 15:43:58 PDT

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Which REIT Casino do you think is the best investment GLPI, MGP, or VICI? - Molly23da - 2019-08-17 11:10:16 PDT - See full comment

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Realty Income Corporation - Realty Income Celebrates 25 Years On The NYSE - News released on Fri, 16 Aug 2019 20:37:28 +0000 (UTC) - REITNewsHeadlines - 2019-08-16 16:18:36 PDT - See full comment

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Congratulations #O Realty Income, only wish I had started buying you earlier! - Billy123 - 2019-08-16 16:18:36 PDT

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CoreCivic Declares Quarterly Cash Dividend of $0.44 Per Share - News released on Thu, 15 Aug 2019 16:27:16 -0400 - REITNewsHeadlines - 2019-08-16 10:16:18 PDT - See full comment

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Glad I bought #CXW when it was being beaten down :D - BlueBlue - 2019-08-16 10:16:18 PDT

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LEXINGTON REALTY TRUST Presentation: August 2019 Investor Presentation - News released on 15 Aug 2019 17:48:37 -0400 - REITNewsHeadlines - 2019-08-16 09:46:02 PDT - See full comment

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Look forward to seeing this! - BlueBlue - 2019-08-16 09:46:02 PDT

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Any thoughts on Day trading or Swing trading with REIT stocks? - LPrice - 2019-08-15 14:04:32 PDT - See full comment

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I think REITs will give you the best returns if you buy good quality REITs at moments of under-appreciation and hold it for decades. The trading commissions and tax are enough to destroy any returns you plan to get from swing trading REITs unless your volumes and trades are high. - Fifthtime - 2019-08-17 17:18:12 PDT

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Buy, hold until price appreciates to expected returns (collect dividends in the meanwhile), and then sell at a profit. If stock doesn’t appreciate, just keep collecting dividends. - Davestew - 2019-08-17 15:28:13 PDT

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If you are focused on stock movement instead of the fundamental of the REIT behind the stock, then why bother stick to REITs? Why not do day trading or swing trading across other sectors with more volatility. - Me332 - 2019-08-17 09:56:46 PDT

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The way I see it is that one advantage of swing trading REITs is that if you pick a reit that pays dividends and is overall healthy, even if the price drops you cant wait it out and collect dividends until the price surpasses what you originally paid for it. - 777i - 2019-08-15 21:46:15 PDT

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Duke Realty Announces Pricing Terms for $175 Million 3.375% Senior Unsecured Notes Due 2027 - News released on Tue, 13 Aug 2019 18:48:47 -0400 - REITNewsHeadlines - 2019-08-14 10:17:33 PDT - See full comment

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Appears many REITs are negotiating new financing now, Duke seems to have gotten a good deal on this unsecured note. - Omick99 - 2019-08-14 10:17:33 PDT

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Hi REIT Community, any ideas on well-ranked REITs that are currently trading at a good price? - Bob_knows - 2019-08-13 18:55:51 PDT - See full comment

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I was not impressed with #CUZ Q2’19 Report after the Cousins & TIER merger. Let us see how they move from here onwards. - CapitalKing - 2019-08-17 18:27:39 PDT

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What I like about Essex Property Trust, Inc. is that its multifamily housing properties are all located in regions with strong employment demand for high-tech jobs, and where there is a continued demand for housing. With the tech industry continuing to grow and hire, #ESS and others can continue to increase rent prices, resulting in increased FFOs. E.g., ESS FFO Core increased from $3.14 in June 2018 to $3.33 in June 2019. ESS also has a very healthy payout ratio (appx. 58%), and its P/FFO Core is trading at reasonable levels (appx 24x). The stock has also grown a lot YTD, from around $240 to $315 this week. So I think this is still well priced even though the price is in the several hundred dollars level. - Kev B - 2019-08-16 08:49:31 PDT

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It concerns me how some REITs are trading at prices higher than ever. I can agree with some investors that REITs can be a good investment in uncertain times however should we be paying premiums on these stocks on August 15th 2019 with everything going on in the market, politics, and economy? I’m not that confident. I will resist my FOMO today. - 777i - 2019-08-15 22:31:31 PDT

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I think EPR, GEO, CXW, APTS, NHI, and BFS are at a good price. Yesterday there was a good market decline helping make more REIT stocks attractive compared to recent bull market highs. - BlueBlue - 2019-08-15 09:14:07 PDT

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Brandywine #BDN is trading at attractive multiples https:www.reitnotes.com/reit/symbol/BDN - 777i - 2019-08-15 22:27:22 PDT


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Would like to start a chat on Four Corners Property Trust, Inc. to get your guys inputs on this REIT? Do you like it, or dislike it as an investment? - Paul_R_investor - 2019-08-12 22:57:16 PDT - See full comment

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Four Corners (#FCPT) has been growing and now has about 640+ properties, it has been buying restaurant properties left and right, including from #WPG which is selling restaurants located on their mall properties. Hopefully, these properties acquired from WPG are good and will not be poorly impacted by any performance related to the malls. - CapitalKing - 2019-08-13 17:21:43 PDT

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Does #FCPT portfolio overlap with REITs like #WPC, #O, #VER or #SRC? - Omick99 - 2019-08-13 11:54:26 PDT

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From looking at their final reports #FCPT has had a impressive tenant occupancy rate of 99.9% for a while. This is what I love to see in a restaurant REIT! - LLNN - 2019-08-13 08:38:10 PDT

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Thanks for the tips everyone! This week I bought #FCPT and want to buy more shares next month. - Paul_R_investor - 2019-08-17 21:09:48 PDT

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Looking at their portfolio of tenants, are they over exposed to The Oliver Garden? - BlueBlue - 2019-08-15 09:05:44 PDT


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CBL & Associates Properties, Inc. Press Release: CBL Properties Anchor Replacement and Redevelopment Program Transforms Portfolio Through Addition of Wide Range of Uses and Experiences - News released on 12 Aug 2019 10:07:16 -0400 - REITNewsHeadlines - 2019-08-12 09:23:33 PDT - See full comment

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This is good news, I yet have hope for my shares. #CBL Properties announced “significant progress on its anchor replacement and redevelopment program, with 24 former anchor spaces committed or under construction, including eight already open and six slated to open before year end. CBL is successfully transforming its properties by adding a wide range of uses and experiences, such as entertainment, value retail, multi-family, hotels, office and grocery. These new uses complement the existing offerings, drive new traffic and sales and strengthen each property’s competitive position in its markets.” - Rocco64 - 2019-08-12 09:23:33 PDT

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CBL traded at 77 cents this week, not sure how much lower it can go, this is just too painful to watch. At this price doesn’t make any sense they would bring back their dividends, of course bringing it back would help prices increase again. - Davestew - 2019-08-17 15:47:33 PDT

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I don’t think CBL’s stock price has been this low since June of this year. - Billy123 - 2019-08-12 22:27:40 PDT


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Why is Cedar Realty Trust trading at such a low price? - Oppa Norm - 2019-08-11 12:31:05 PDT - See full comment

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Hi Oppa Norm, as #CDR called it out themselves in their May 2019 presentation - New management team took over Cedar in mid-2011. Inherited under-performing shopping center REIT with disparate portfolio. Unveiled initial strategic plan to turn around the Company. Streamlined portfolio to focus on grocery-anchored shopping centers in D.C. to Boston corridor. Improved and simplified capital structure while lowering leverage. - Kev B - 2019-08-13 14:02:01 PDT

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There doesn’t seem to be a lot of confidence in mall turnarounds. The fact that mall REITs have huge properties which are expensive to completely revamp or sell doesn’t help. - BlueBlue - 2019-08-15 09:08:25 PDT


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I’m thinking of buying Urstadt Biddle Properties shares? Any thoughts on this REIT? - Fyryr - 2019-08-10 22:59:58 PDT - See full comment

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#UBA has a diversified portfolio of 84 properties which it considers recession-resistant. From looking at their reports they are doing many things right, a stat that concern me is that their occupancy levels during the last three years are slowly trending down to 90.7% occupancy compared to 92% in 2017. This might have to do with an increase of properties in segments with lower occupancy levels, yet it is something to watch. - CapitalKing - 2019-08-11 11:58:50 PDT

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Overall stock market is feeling downwards pressure so it may present you a good price to buy. - Atopp - 2019-08-12 11:57:01 PDT


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Is American Finance Trust, Inc. a good investment pick right now? What’s your take on them? - BlueBlue - 2019-08-09 11:35:41 PDT - See full comment

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With quarterly dividends of $0.276 and AFFO of $0.28, the dividend to payout ratio is 0.985%, which almost doesn’t cover it. That explains why #AFIN has not increased dividends since last year. It is great though that they’re paying monthly dividends. - Gekko5 - 2019-08-10 16:24:31 PDT

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They are paying a 9%+ dividend yield, yet they’ve only been paying dividends for the last one year (Since Oct 2018). So is it a safe and steady dividend stream going forward? I don’t know. - Faston - 2019-08-09 22:42:07 PDT

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I’m paying attention to #AFIN as I like REIT with this portfolio type mix retail, distribution centers, and offices. Between the first and second quarter of 2019 they increased their properties from 682 to 704, however their total Square Feet (SF) decreased from 19.2 Million to 17.7 million, indicating each property has a small size, this is probably due to the 2% decrease in Office properties from its portfolio, 1% decrease in Distribution centers from it portfolio, replaced by a 3% increase in retail properties. This acquisitions and dispositions have also lead to occupancy decreasing from 94.0% to 93.4% between the periods. AFFO increased to $0.28 which is the highest I have seen during the last 6 quarters since I started seeing AFIN report on this. I haven’t bought AFIN shares yet, but may try to get in this year. - Mrinvesta - 2019-08-10 12:03:55 PDT


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Preferred Apartment Communities, Inc. Announces Acquisition of a 259-Unit Multifamily Community in Melbourne, Florida - News released on Thu, 08 Aug 2019 20:21:06 +0000 (UTC) - REITNewsHeadlines - 2019-08-09 09:17:48 PDT - See full comment

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Great work, not sure why #APTS stock is so beat down. - Rocco64 - 2019-08-09 09:17:48 PDT

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Some investors have issues with how #APTS is set up, not me. My dream of this REIT reaching 7% payout with a price drop has come true, pretty happy about that in order to buy more shares. - Gekko5 - 2019-08-10 16:25:51 PDT


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Americold - Americold Realty Trust Announces Second Quarter 2019 Results - News released on 8 Aug 2019 15:10:50 -0500 - REITNewsHeadlines - 2019-08-08 21:02:48 PDT - See full comment

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I bought #COLD - Americold Realty Trust at 30 dollars this year and I’m glad to see it moving higher ever since. It is a great company with competitive advantages. - Kodibearb - 2019-08-08 21:02:48 PDT

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National Health Investors, Inc. Press Release: NHI Announces Second Quarter 2019 Results - News released on 8 Aug 2019 06:03:36 -0400 - REITNewsHeadlines - 2019-08-08 06:28:32 PDT - See full comment

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I’m glad I bought #NHI shares. They have not disappointed me. They also showed good numbers in this earning round. Net income attributable to common stockholders per diluted common share for the three months ended June 30, 2019 was $.92, an increase of 1.1% from the same period in the prior year. NAREIT FFO per diluted common share for the three months ended June 30, 2019 was $1.36, an increase of 2.3% from the same period in the prior year. I will pick up more shares if #NHI has a price drop with all this market turmoil. - JohnforkO - 2019-08-08 06:28:32 PDT

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Normalized AFFO per diluted common share for the three months ended June 30, 2019 was $1.26, unchanged over the same period in the prior year for #NHI. - Kev B - 2019-08-10 18:12:08 PDT

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Nice work NHI! - Kodibearb - 2019-08-08 20:35:45 PDT


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LEXINGTON REALTY TRUST Document: Supplement - News released on 7 Aug 2019 06:49:19 -0400 - REITNewsHeadlines - 2019-08-07 14:12:55 PDT - See full comment

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Lexington continues is transition and has acquired six industrial properties for an aggregate cost of $202.0 million and disposed of five consolidated properties for a gross sales price of $41.0 million in the second quarter. AFFO is down year over year for the quarter. - Kev B - 2019-08-07 14:12:55 PDT

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I invested in #LXP before they started the transition, or at least I think, the price has dropped since I bought it and so has the dividends, but I’m holding on. If they become an industrial REIT pureplay there will be rewards for the patience. - LLNN - 2019-08-07 21:35:47 PDT


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Kite Realty Group Trust Document: Supplement - News released on 5 Aug 2019 17:08:20 -0400 - REITNewsHeadlines - 2019-08-06 10:11:59 PDT - See full comment

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How are you guys feeling about KRG’s results? - Billy123 - 2019-08-06 10:11:59 PDT

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I own some Kite shares, not a large part of my investment by any stretch. Kite has good properties in its portfolio and I think they will be ok. - Rken - 2019-08-07 08:51:46 PDT

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Some of the good called out in the #KRG 2nd quarter results were that retail leased percentage was 95.1%, an increase of 10 basis points sequential, and Small shop leased percentage was 92.0%, an increase of 40 basis points sequentially. Annualized base rent (ABR) for the operating retail portfolio was $17.35, an increase of $0.19 sequentially. Some of the mixed results were Funds from Operations of the Operating Partnership as adjusted (FFO) of $36.7 million, or $0.43 per diluted common share, for the second quarter and generated FFO of $75.0 million, or $0.87 per diluted common share, for the six months ending June 30, 2019. - AI_AI - 2019-08-06 22:20:04 PDT


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If Elizabeth Warren is successful in taking on Private Equity firms, will investors flock to REITs instead of PE? - Paul_R_investor - 2019-08-05 17:06:08 PDT - See full comment

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Some polls are indicating the final challengers for the 2020 election will be Warren vs Trump. According to some polls, she is already ahead of Biden and Bernie. Does that mean this PE proposal can pass? Still not convinced. - Kev B - 2019-08-17 21:13:09 PDT

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There are so many proposals being put forth with little chance of going thought, they are not properly crafted, so I don’t think this is a concern as of the moment. - BlueBlue - 2019-08-09 11:37:03 PDT

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I’ve seen it recently that when PE isn’t attractive, some large investors turn to REITs for the higher yield created by the combination of stock appreciation and dividends. - AI_AI - 2019-08-05 22:01:47 PDT

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For as long as I can remember there are talks about regulating the PE industry but nothing significant gets passed to law. - Kev B - 2019-08-06 08:45:45 PDT


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Do you guys think the People’s Bank of China will hold its currency its Yuan per dollar currency at below 7? And what impact do you guys think that will have on stocks? Is it time to sell-off before winning stock gains before it drops further? - Paul_R_investor - 2019-08-05 16:54:30 PDT - See full comment

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REITs are so counter-market, my overall reit portfolio (not all) has been green during these rocky las few trade war days. - JohnforkO - 2019-08-08 06:30:26 PDT

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The fact that these negotiations don’t advance is concerning but not unexpected. I can see this impacting our office and industrial REITs as production cost hurt manufacturing, exports and imports. - Gekko5 - 2019-08-10 16:28:04 PDT

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Not sure about the new details this morning but apparently China’s central bank had put the yuan at above 7, however not enough to fully rebound the market from yesterday’s dip. Thing change a lot during a trading day so still chance of a better rebound. - Rocco64 - 2019-08-06 08:28:40 PDT

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Will the Trump administration reducing the size of loans people can get through FHA cash-out refinancing slow down the economy? - Bob_knows - 2019-08-04 14:13:56 PDT - See full comment

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It is the right call to make. - Atopp - 2019-08-04 15:21:41 PDT

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I have friends who were waiting for the Fed IR cuts to refinance their homes again. - Paul_R_investor - 2019-08-05 17:07:55 PDT

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It won’t be a popular change for however a necessary one. I know people who are too dependent on this refinancing for unnecessary expenses without understanding the consequences to their future finances. - Sem_Sem - 2019-08-04 23:51:43 PDT


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W. P. Carey Inc. Press Release: W. P. Carey Inc. Announces Second Quarter 2019 Financial Results - News released on 2 Aug 2019 07:40:42 -0400 - REITNewsHeadlines - 2019-08-03 17:57:05 PDT - See full comment

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#WPC had a 2nd quarter portfolio occupancy of 98.2%, with weighted-average lease term increased to 10.4 years. An AFFO of $208.5 million, or $1.22 per diluted share, with Quarterly cash dividend raised to $1.034 per share, equivalent to an annualized dividend rate of $4.136 per share. - Greaterthan - 2019-08-03 17:57:05 PDT

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Regional Health Properties Sells Three Properties for $26.1 Million and Extinguishes $24.7 Million in Secured Debt, Repaying "Pinecone" and Congressional Bank Loans in Full - News released on Fri, 2 Aug 2019 13:14:49 -0400 (EDT) - REITNewsHeadlines - 2019-08-02 16:38:57 PDT - See full comment

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This seems very promising for #RHE. I will continue tracking them. - GoGo - 2019-08-02 16:38:57 PDT

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S|T|O|R|E Capital Corporation Press Release: STORE Capital Announces Second Quarter 2019 Operating Results - News released on 1 Aug 2019 07:08:19 -0400 - REITNewsHeadlines - 2019-08-01 07:24:23 PDT - See full comment

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On the next dip, #STOR has I want to load up on more shares. Currently, the stock is trading at $36.27, I believe within next months it should hit $34-$35 and I would like to buy it then. I do believe their share will continue to increase in the future, the company is growing its properties, FFO, AFFO, occupancy rate, and revenue. With the current payout ratio being at 68% they have the opportunity to increase dividend payment comfortable. - Kev B - 2019-08-11 14:10:52 PDT

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#STOR released its report today: STORE achieved strong momentum in the first half of 2019, posting AFFO growth of over 25% and diluted AFFO per share growth of about 10% compared to the first half of 2018,” said Chris Volk, President and Chief Executive Officer of STORE Capital. “We continued our robust pace of acquisitions in the second quarter, averaging more than $100 million in new assets each month and originating gross investments of $364 million at an average cap rate of 7.9%. - Atopp - 2019-08-01 07:24:23 PDT

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I bought STORE Capital when it was undervalued in 2018, and will hold for a long time. #STOR has lots of untapped potential in its net-lease segment. - 777i - 2019-08-04 11:22:22 PDT

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7.9% is a good cap rate for CRE properties in this current market, I wonder which geography they are getting best rates from at the moment. - Gekko5 - 2019-08-01 09:24:44 PDT


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Was the Fed Rate cut good enough for REIT and REIT investors? - Kev B - 2019-07-31 11:46:25 PDT - See full comment

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Feds are talking about cutting interest rates again because of the US & China trade tensions The economy feels like it is doing well enough still and this option should be available when most needed. Right? Or not? - Billy123 - 2019-08-12 21:52:20 PDT

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Market started red today. #Ver is below 9 dollars again, presenting me a buying opportunity. So many options to pick from today. - LLNN - 2019-08-05 11:49:38 PDT

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Market isn’t taking it well. - Omick99 - 2019-08-02 12:30:16 PDT

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The economy is going strong, and I don’t see this as the time to cut IR, if not what else will the FEDs do when the economy becomes stagnant? Instead of IR cuts, both sides of the government need to align on policies that drive growth and prosper the economy for the middle and poorest economic segments. Providing better education opportunities, programs to get people off chemical dependency, and infrastructure to create employment will add a new productive layer to our economy, and it is the right thing to do for people. - 777i - 2019-08-04 11:43:43 PDT

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Ouch, the market didn’t take the news well at all! Funny, that it is all a matter of perspective. - CapitalKing - 2019-07-31 18:26:37 PDT

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Seems mostly recovered so far today. - Gekko5 - 2019-08-01 09:27:39 PDT

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Today the Central bankers voted to lower the benchmark target rate range by a quarter-percentage point to 2%-2.25%. Will this be good enough compared to what investors expected? - Kev B - 2019-07-31 11:49:09 PDT

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SL Green Signs Ulta Beauty, Nation’s Largest Beauty Retailer, to Location at 2 Herald Square - News released on Wed, 31 Jul 2019 07:31:49 -0400 - REITNewsHeadlines - 2019-07-31 08:18:35 PDT - See full comment

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I’m long on SL Green! - LLNN - 2019-07-31 08:18:35 PDT

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Me too. - CapitalKing - 2019-08-03 19:49:58 PDT


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Preferred Apartment Communities, Inc. Reports Results for Second Quarter 2019 - News released on Mon, 29 Jul 2019 20:48:56 +0000 (UTC) - REITNewsHeadlines - 2019-07-29 23:34:25 PDT - See full comment

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I’m trying figure out why #APTS had a 40.5% decrease in its AFFO value in Q2 19 compared to Q2 18. I expect them to cover this during tomorrow’s investor conference call. - BlueBlue - 2019-07-29 23:34:25 PDT

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I’ll buy more on the dip. - Greaterthan - 2019-08-03 17:59:24 PDT

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I think they explained it on the call today, I was not concerned post their explanation why the FFO was lower this year. - Davestew - 2019-07-30 21:07:36 PDT

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I wasn’t expecting this either. - Atopp - 2019-07-30 08:38:06 PDT


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Monmouth Real Estate Investment Corporation Press Release: Monmouth Real Estate Announces New Acquisition In Lafayette, IN - News released on 26 Jul 2019 13:11:34 -0400 - REITNewsHeadlines - 2019-07-29 09:40:51 PDT - See full comment

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#MNR has a current occupancy of 98.9% - Rubyckube - 2019-08-01 22:02:33 PDT

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Lafayette, IN has a strong industrial region so this is good news! Nice work #mnr. - Billy123 - 2019-07-29 09:40:51 PDT

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Yes investing in warehouses, distributions centers, FCs is a good direction in the future of retail. - BlueBlue - 2019-07-29 23:20:46 PDT

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Agreed! Especially under President Donald Trump who is trying to bring back manufacturing to the USA. - GoGo - 2019-07-29 19:33:58 PDT


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Which REITs did better which one did worst compared to last year? - LLNN - 2019-07-26 14:11:51 PDT - See full comment

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Here are my latest 2 cents regarding REITs and earning reports. A lot is told about a REIT by the quality of its Quarterly Earning reports and supplementary material. Of course, this goes for any company not just REITs. Some Earning reports are so inconsistent from quarter to quarter that it’s hard to match and track the companies metrics and progress (or lack thereof). Not sure if this is due to lack of processes or resources to maintain a consistent and high-quality report. However, I do see correlations between the performance of REITs and the quality of their reports. Not saying it is always the case, but for me, it is often an indicator. My expectation is that the company has better controls and metrics internally than the data they are sharing. - Kev B - 2019-08-17 21:22:01 PDT

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Invitation Homes [ INVH ] is doing better than I would expect for a single unit home REIT. Compared to last year its average monthly rents are up to $1,804 from $1,734, its renewals are up to 5.4% versus 4.7% which is a positive indicator, and it’s new leased are 5.2% up from 4.8%. It’s turnover rates is also down to 8.5% from 9.5%. Occupancy is up to 96.5% from 96.1%. All this resulting in an AFFO improvement from $0.24 to $0.25. I’m pleasantly surprised #INVH. - Kenbeertt - 2019-08-16 20:33:16 PDT

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Welltower #WELL grew its Normalized FFO by 5 cents from $1.00 in Q2 2018 to $1.05 in Q2 2019, improving the Normalized FFO payout ratio from 87% to 83%. Consistent results from Welltower, that is why I’m long with them. - Kev B - 2019-08-10 17:40:43 PDT

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Investment in #VICI is paying off. They declared AFFO attributable to common stockholders was $156.8 million, or $0.38 per diluted share, for the quarter ended June 30, 2019, compared to $128.8 million, or $0.35 per diluted share for the quarter ended June 30, 2018, a good increase. - LLNN - 2019-07-31 14:35:55 PDT

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WP Carey #WPC continues to grow. - Bob_knows - 2019-08-04 14:16:10 PDT

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#GEO did very well! Regardless of all the political pressure! They reported second quarter 2019 Normalized Funds From Operations (“Normalized FFO”) of $66.6 million, or $0.56 per diluted share, compared to $57.7 million, or $0.48 per diluted share, for the second quarter 2018. GEO reported second quarter 2019 Adjusted Funds From Operations (“AFFO”) of $83.4 million, or $0.70 per diluted share, compared to $72.2 million, or $0.60 per diluted share, for the second quarter 2018. They also reported total revenues for the second quarter 2019 of $614.0 million up from $583.5 million for the second quarter 2018. So they showed growth across the board! - CapitalKing - 2019-07-30 09:56:59 PDT

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I’m glad I bought more GEO group on the drop earlier this year! - Rken - 2019-07-30 10:31:32 PDT

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From this list it seems there is a good ratio of REITs performing well. Is that what you guys have been seeing also? - Atopp - 2019-07-29 08:15:13 PDT

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Not all REITs are showing YoY fund increases. #SITC had Second quarter OFFO was of $0.31 per diluted share, compared to $0.49 per diluted share, in the year ago-period. Site states that the year-over- year decrease in OFFO is primarily attributable to the dilutive impact of the spin-off of RVI partially offset by lower interest expense and higher fee income. - Billy123 - 2019-07-29 09:37:55 PDT

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Pebblebrook Hotel Trust, Inc had AFFO per diluted share of $0.85 a 4.9% YOY improvement. #PEB also declared Net Debt to Trailing 12-Month Corporate EBITDA1 of 4.7x. Which was further progress reducing leverage and optimizing portfolio through strategic property sales since the corporate acquisition. Its AFFO/diluted share outlook for 2019 is $2.62 to $2.67 (midpoint up $0.01). - Kev B - 2019-07-28 21:20:23 PDT

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#Cube had an AFFO $0.42, representing a year-over-year increase of 2.4%. The REIT also increased same-store (467 stores) net operating income (“NOI”) 1.3% year over year, driven by 2.0% revenue growth and a 3.8% increase in property operating expenses. It did this while having a same-store occupancy during the quarter averaged 93.1% and ended the quarter at 93.7%. - Kenbeertt - 2019-07-28 17:28:43 PDT

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#TCO - Taubman Centers had Adjusted Funds from Operations (AFFO) Up 8 %, Sales Per Square Foot Up 8.8 Percent, 12th consecutive quarter of positive growth. AFFO for the three and six month periods ended June 30, 2019 excludes a restructuring charge, costs incurred related to the pending Blackstone transactions and costs associated with shareholder activism. Tenant sales per square foot in U.S. comparable centers were up 10.6 percent in the quarter, bringing 12-month trailing U.S. sales per square foot to $ 940, an increase of 12.2 percent over the 12-months ended June 30, 2018. Year-to-date, U.S. sales per square foot were up 16.2 percent. This goes to show that physical retail is not as dead as people think it is and that top quality centers are doing better than most expected. - Kev B - 2019-07-28 11:37:18 PDT

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Taubman Centers is a part of the S&P400 MidCap Index, and the company also states to have a portfolio of malls that is the most productive in the U.S. publicly held mall sector, which is an awesome claim. Which #TCO supports by showing that it has the highest portfolio sales per square foot. In March 31, 2019, TCO $919 Sales/SqF compared to #MAC at $746Sales/SqF, #SPG $660 Sales/SqF, #PEI $499 Sales/SqF, #WPG $399 Sales/SqF, #SKT $398 Sales/SqF, CBL $377 Sales/SqF. Also, impressively comparable is what TCO can charge for rent per square foot compared to its comparable Mall REITs. In March 31, 2019, TCO $62.16 Avg. Rent/SqF. compared to MAC at $60.74 Avg. Rent/SqF., SPG $54.34 Avg. Rent/SqF., CBL $32.45 Avg. Rent/SqF., and WPG $28.98 Avg. Rent/SqF. Taubman also has malls in China, and South Korea, not only the USA, which may help to slow down any impacts in malls falling out of preference in the US market. - LLNN - 2019-08-11 22:24:10 PDT

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The mortgage small-cap REIT Ares Commercial Real Estate Corp #ACRE did better in the Diluted earnings per common share than last year with $0.34 Q1 2019 against $0.33 Q1 2018. However, in the six months of this year it did only $0.63 compared to $0.65 for the first 6 months of last year. - Kyuie - 2019-07-27 11:11:50 PDT

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Ventas Reports 2019 Second Quarter Results - News released on Fri, 26 Jul 2019 07:00:03 -0400 - REITNewsHeadlines - 2019-07-26 13:09:40 PDT - See full comment

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#VTR called out in the Q2 report “Normalized Funds from Operations (“FFO”) per share for second quarter 2019 was $0.97 compared to $1.08 in 2018. The change from 2018 was primarily the result of the second quarter 2018 full payoff of the Ardent loans and recognition of related fees as described above. The second quarter 2019 non-cash tax benefit, cash natural disaster recoveries and the 2018 Non-Cash Brookdale Expense are excluded from the Company’s normalized FFO results for their respective periods.” - Rocco64 - 2019-07-26 13:09:40 PDT

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ELS Reports Second Quarter Results - News released on Mon, 22 Jul 2019 16:19:01 -0400 - REITNewsHeadlines - 2019-07-23 12:29:34 PDT - See full comment

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#ELS reported YoY increases in their FR “For the quarter ended June 30, 2019, total revenues increased $7.9 million, or 3.3 percent, to $248.4 million compared to $240.5 million for the same period in 2018. For the quarter ended June 30, 2019, net income available for Common Stockholders increased $0.3 million to $46.4 million, or $0.51 per Common Share, compared to $46.1 million, or $0.52 per Common Share, for the same period in 2018. Funds from Operations (“FFO”) available for Common Stock and OP Unit holders increased $4.2 million, or $0.04 per Common Share, to $89.8 million, or $0.94 per Common Share, compared to $85.6 million, or $0.90 per Common Share, for the same period in 2018. Normalized Funds from Operations (“Normalized FFO”) available for Common Stock and OP Unit holders increased $8.1 million, or $0.07 per Common Share, to $91.9 million, or $0.96 per Common Share, compared to $83.8 million, or $0.89 per Common Share, for the same period in 2018.” - LLNN - 2019-07-23 12:29:34 PDT

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Glad to see they did better YoY. - Rocco64 - 2019-07-26 13:11:00 PDT


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Equinix to Offer Enhanced Cloud Connectivity with Amazon Web Services - News released on Tue, 23 Jul 2019 08:04:12 -0400 - REITNewsHeadlines - 2019-07-23 12:20:55 PDT - See full comment

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Equinix is having a good year. In July, Fitch Ratings upgraded all of Equinix, Inc’s ratings to investment grade, including the Long-Term Issuer Default Rating (IDR) and senior unsecured rating to "BBB-". This is #EQIX second investment-grade upgrade following S&P Global Ratings’ upgrade to BBB-/stable outlook on February 2019. - Rocco64 - 2019-07-28 14:23:34 PDT

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Sweet :) - GoGo - 2019-07-23 22:50:36 PDT

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Great news! - LLNN - 2019-07-23 12:20:58 PDT

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Preit - PREIT Highlights Department Store Replacement Success - News released on 22 Jul 2019 06:12:32 -0500 - REITNewsHeadlines - 2019-07-22 08:42:26 PDT - See full comment

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That is great news! - Omick99 - 2019-07-22 08:42:26 PDT

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Are REIT stock prices finally starting to lose steam? - AI_AI - 2019-07-21 21:32:52 PDT - See full comment

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Same can be said for Realty Incomes #O stock price which topped out at ~ $73.30 in June and is now at $68. Back in April, it had its highest 52-week peak at $74.14. - CapitalKing - 2019-07-22 21:49:52 PDT

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It appears so, some that i’m following like #APTS #NNN #STOR #GTY and #EPR are trending down. There are more examples but theses are some. - Rocco64 - 2019-07-22 11:12:39 PDT

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Hi Community, is One Liberty Properties fairly priced? Is this a good REIT to buy now? - 777i - 2019-07-20 21:15:02 PDT - See full comment

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#OLP is trading at a 13xAffo, which is what I consider a fair price in the current market. However, One Liberty’s stock prices are slowly sliding, might be worth waiting and trying to lock at least a 7% dividend yield. - CapitalKing - 2019-07-22 21:59:43 PDT

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Piedmont Office Realty Trust to Report Second Quarter 2019 Financial Results - News released on Thu, 18 Jul 2019 16:21:55 -0400 - REITNewsHeadlines - 2019-07-19 09:43:57 PDT - See full comment

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What are your guys thoughts on #PDM Piedmont? - BlueBlue - 2019-07-19 09:43:57 PDT

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To Gekko5’s point, I’m usually concerned when a REIT spends years without increasing dividends. - CapitalKing - 2019-08-03 19:53:45 PDT

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#PDM is an interesting one. The company hasn’t raised its dividend value from $21 cents per share since Q4 2014, yet it is covering the dividend to Core AFFO really well, indicating it does have room to increase the dividends some. Piedmont also has good coverage of its recurring debt obligations, so again not sure why it hasn’t increased its dividend value in so long. The REIT has a Credit rating of Moody’s Baa2, of S&P BBB. One reason for not growing its dividend value is its portfolio size is small, 55 building in 4 markets, and its revenues have decreased YoY. So the company seems to be playing it safe in not increasing dividend values. - Gekko5 - 2019-07-20 11:24:54 PDT


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Seritage Growth Properties Press Release: Seritage Growth Properties Announces Second Quarter 2019 Earnings Release Date - News released on 18 Jul 2019 16:20:21 -0400 - REITNewsHeadlines - 2019-07-19 09:42:08 PDT - See full comment

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Look forward to seeing this one and if Sertigate has reversed its trend. - BlueBlue - 2019-07-19 09:43:16 PDT

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#SRG Seritage Growth Properties Total - Wholly-Owned Properties occupancy rate has gone from 99.3% in Q2 2019 to 54.10% in Q2 2019. I hope this strong occupancy decrease trend inverts based on the new tenants Seritage is bringing in. - Kev B - 2019-08-18 22:28:10 PDT

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Hi BlueBlue, I don’t own shares in #SRG, but I am hoping the company can turn around as I would like to have additional good investment options in the REIT sector in the future. So it is one I pay attention to. There are indicators that it could do well in its life after Sears. "Diversified income with over 83% of rental income on a signed lease basis is from diversified, non-Sears tenants. A lot of their portfolio is diversified between 36% Entertainment, Food & Beverage, 20% specialty stores like Dick’s Sporting Goods, BuyBuy Baby, REI, Sierra Trading Post, and ROSS, 19% everyday uses like Kroger’s supermarket, Lucky’s Market, LA Fitness, 24 Hours Fitness, Ulta, and more. Sertigate also has $875 million of liquidity, including cash on hand and committed capital, after debt recapitalization and new Term Loan Facility in July 2018. So let’s see how they keep improving. - Bob_knows - 2019-07-20 13:47:33 PDT


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Digital Realty - Ascenty Opens Four New Data Centers in Brazil - News released on 18 Jul 2019 05:32:36 -0500 - REITNewsHeadlines - 2019-07-18 09:40:48 PDT - See full comment

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That is great news, Brazil is a growing market with lots of strong growing companies. Operating in Brazil can be challenging, but it appears #DLR has a firm grasp of things there! - Omick99 - 2019-07-18 09:40:48 PDT

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I’m also unsure why the stock has not been going anywhere in last 2 quarters. #DLR is doing well and has strong tech customers. - Bob_knows - 2019-07-20 13:56:43 PDT

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Why was #DLR shares flat today, isn’t this some good news? - LLNN - 2019-07-18 21:41:24 PDT


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SL Green Realty Corp. Reports Second Quarter 2019 EPS of $1.94 Per Share; and FFO of $1.82 Per Share - News released on Wed, 17 Jul 2019 16:07:54 -0400 - REITNewsHeadlines - 2019-07-18 00:21:21 PDT - See full comment

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I don’t get it. How is it that #SLG - SL Green stock price ended the day -0.71% down, with highlights like this "Net income attributable to common stockholders of $1.94 per share for the second quarter as compared to $1.19 per share for the same period in 2018. Net income attributable to common stockholders for the second quarter of 2019 included a non-cash fair value adjustment of $67.6 million, or $0.77 per share, related to the acquisition of 460 West 34th street. Funds from operations, or FFO, of $1.82 per share for the second quarter as compared to $1.69 per share for the same period in 2018. FFO for the second quarter of 2019 included $3.4 million, or $0.04 per share, of promote income from the sale of 521 Fifth Avenue. Same-store cash net operating income, or NOI, including our share of same-store cash NOI from unconsolidated joint ventures, increased 3.2% for the first six months of 2019 excluding lease termination income and free rent given to Viacom at 1515 Broadway, as compared to same period in the prior year. Signed 40 Manhattan office leases covering 507,743 square feet in the second quarter and 72 Manhattan leases covering 915,645 square feet in the first six months of 2019. The mark-to-market on signed Manhattan office leases for the first six months of 2019 was 30.5% higher than the previous fully escalated rents on the same spaces. Signed a new 28,448 square foot lease with Sentinel Capital Partners at One Vanderbilt, bringing the property to 59% leased ahead of its planned opening in August 2020. Construction on the super structure has reached 1,130 feet with steel construction scheduled to top out in September of 2019. Manhattan same-store occupancy was 95.2% as of June 30, 2019, inclusive of leases signed but not yet commenced." Read the full press release on their site https:slgreen.com/news/449 - AI_AI - 2019-07-18 00:21:21 PDT - AI_AI - 2019-07-18 00:22:32 PDT

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#SLG reported FFO for the quarter ended June 30, 2019 of $159.2 million, or $1.82 per share, as compared to FFO for the same period in 2018 of $155.6 million, or $1.69 per share. FFO for the second quarter of 2019 included $3.4 million, or $0.04 per share, of promote income from the sale of 521 Fifth Avenue. - 777i - 2019-08-15 21:43:56 PDT


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EPR Properties Press Release: EPR Properties Declares Monthly Dividend for Common Shareholders - News released on 17 Jul 2019 09:17:32 -0400 - REITNewsHeadlines - 2019-07-17 09:57:55 PDT - See full comment

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The dividend of $0.375 per common share is payable August 15, 2019 to shareholders of record on July 31, 2019. This dividend represents an annualized dividend of $4.50 per common share, an increase of over 4% over prior year and the Company’s ninth consecutive year with an annual dividend increase. - BlueBlue - 2019-07-17 09:57:55 PDT

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Investors on here have shied away from EPR since the price increased a lot since the start of the year; however, the dividend yield for this #EPR is still reasonable compared to other REITs. EPR is a better company than many realize. - 777i - 2019-07-20 19:26:33 PDT

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#EPR has not disappointed yet. - Atopp - 2019-07-19 11:21:53 PDT

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The $0.375 monthly dividend declared today is flat (the same) compared what they have been paying since pretty much February this year. It may be a 4% increase YoY, but this month dividend isn’t an increase compared to previous monthly payments this year. Just want to make that clear. - AI_AI - 2019-07-18 00:27:10 PDT


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Prologis, Inc - Prologis Reports Second Quarter 2019 Earnings Results and Announces the Signing of a Definitive Agreement to Acquire IPT - News released on 15 Jul 2019 18:46:15 -0500 - REITNewsHeadlines - 2019-07-15 17:43:26 PDT - See full comment

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Prologis will acquire IPT’s wholly owned real estate assets for approximately $3.99 billion in a cash transaction, including the assumption and repayment of debt. The transaction, currently expected to close in the fourth quarter of 2019/first quarter of 2020, is subject to the approval of IPT stockholders and other customary closing conditions. "This is a compelling opportunity to acquire a portfolio of excellent asset quality and submarket composition consistent with our U.S. investment strategy and footprint," said Eugene F. Reilly, chief investment officer, Prologis. "We expect to capture significant cost and revenue synergies, in addition to enhancing customer relationships and insights." The 37.5 million square foot operating portfolio comprises 236 properties, 96 percent of which are in existing Prologis markets. Specifically, the transaction expands the company’s position in Southern California, the San Francisco Bay Area, Chicago, Atlanta, Dallas, Seattle and New Jersey. - Fyryr - 2019-07-15 17:43:26 PDT

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Is this a good time to buy Corrections Corp of America (CoreCivic) and The Geo Group, Inc? - BlueBlue - 2019-07-14 17:55:14 PDT - See full comment

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Prices continue to drop, dividend yields above 9%. If you believe in these two REITs and are long it is probably a good time to buy. - Rocco64 - 2019-07-16 08:57:14 PDT

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Although #CXW CoreCivic has level-off after their Q2 earnings, I imagine it won’t be long before the next political/activist campaign against this REITs further pressure the stock down. For me, it is a buy opportunity whenever this happens. - Sem_Sem - 2019-08-05 00:06:12 PDT

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CXW keeps dropping what is going on. - Atopp - 2019-07-19 11:22:28 PDT

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CoreCivic slipped another 3.46% percent today. - LLNN - 2019-07-18 21:43:04 PDT

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I bought #CXW today, I locked its dividend yield and 10%. Aside from the market’s fear of it losing gov contracts, I see the fundamentals of this REIT sufficiently reliable. I’ll gladly take the 10% dividend yield return. - CapitalKing - 2019-07-17 20:59:54 PDT

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With everything happening around these two stocks, do you guys get concerned that they could lose government contracts or not receive attractive financing? I’m curious to know what your guy’s thoughts are since I see it difficult that either scenario would happen. But I’m not an expert in these kinds of government/prison REIT contracts. Let me know your thoughts. - Kev B - 2019-07-16 22:48:39 PDT

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#GEO is rebounding this morning. - Omick99 - 2019-07-16 10:38:10 PDT


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Would the rise of electric vehicles like Tesla, Nissan Leaf, Chevrolet Volt, and hybrid cars like Toyota Prius, and BMW i3 eventually impact the sales of gas stations and hurt retail REITs? What do you think? Which REITs would most likely be affected? - Gekko5 - 2019-07-13 20:13:57 PDT - See full comment

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Tesla posted some bigger than expected Q2 losses yesterday. - LLNN - 2019-07-25 10:23:26 PDT

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I think a lot of gas stations will get hit faster and sooner than we imagine. I believe that in the next 15 years electric charging stations will be located 1) on the same properties of gas stations but also in supermarket parking lots, shopping malls, rest areas and more. Unlike gas pumps, the infrastructure for electric charging stations is much smaller. You don’t need the huge fuel storage tanks below the gas station property, so electric chargers can be located in more places and installed quicker. - CapitalKing - 2019-07-21 11:02:41 PDT

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It will take a long time for any noticeable change in the market, but the landscape of retail business and services will be impacted by these coming changes. - Bob_knows - 2019-07-20 13:57:44 PDT

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Good question. Are EV stations not placed is gas station locations or in a service area with a convenience store? I imagine that yes many people will charge their EVs at home, or work and no longer need to stop at a gas station, so there will be an overall reduction in traffic to these locations. But I imagine there could still be both EV and gas pumps located on the same retail site. - LLNN - 2019-07-13 23:02:27 PDT

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Same goes to the impact that ridesharing (Lyft, Uber, Car2Go, ReachNow) will have on properties built for the traditional Automotive retail models. If people own fewer cars, will we need as many or as large car dealership lots? Will we need as many locations for auto maintenance locations (Jiffy Lube, Pep Boys, AutoZone) or tires and auto shops? My guess is we won’t need as many of these locations as there will be fewer cars getting more services done to them (since used for shared-ride), but overall fewer cars to service which will result in a net loss of total services. This will result in an auto dealership armageddon or auto parts and services retail Armageddon, resulting in similar issue faced by malls and big-box stores today. I don’t think it will be a pretty sight, and REIT managers that own properties in these segments would be wise to investigate and prepare ahead of time, and not be caught up so late in the issue the way so many mall REITs did. - Kev B - 2019-07-14 00:40:28 PDT


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Iron Mountain - Iron Mountain Expands Data Services to Support Amazon Web Services - News released on 11 Jul 2019 05:47:02 -0500 - REITNewsHeadlines - 2019-07-12 23:36:55 PDT - See full comment

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Hi Alex, I agree with you that this is some pretty sweet news, once again #IRM is showing they are as pushing the envelope in their services and tech. The press release calls out [IRM announced an expansion to its Data Restoration and Migration Services (DRMS), offering customers seeking to migrate tape-based data into Amazon Web Services (AWS). With the expanded offering, companies will have the ability to modernize their data management strategy while maintaining high levels of security, access, and governance. In addition, Iron Mountain announced it has joined the AWS Partner Network (APN) as a Select Technology Partner, enabling customers to accelerate their digital transformation journey with AWS.] But I’ll be honest with you Alex, as I’m focused on holding IRM for decades to come, I’m glad I can still get the stock at $30, and 8%+ dividend yield. However, I understand how others may want to see some stock appreciation on it #IRM now. Happy investing to you! :D - AI_AI - 2019-07-13 16:20:42 PDT

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#IRM declared consistent Q3 dividend payment per share of $0.611. - Kyuie - 2019-07-27 11:06:31 PDT

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It is looking attractive at 8% dividend yield. - Kev B - 2019-07-16 22:08:34 PDT

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Sweet! I hope #IRM stock price goes up with this news since I own some of their share, hehe. - alexanderTgreat - 2019-07-12 23:36:55 PDT

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#IRM is close to going below $30 a share, I don’t think it has been below these levels since 2016. - CapitalKing - 2019-07-21 11:05:34 PDT


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What are the most interesting things you are learning from your REITs in their Q2 Earning reports? - CapitalKing - 2019-07-10 23:37:50 PDT - See full comment

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Some of the REITs I have been having time to look at the news have been reporting "FFO&AFFOs" better than last year, that makes me optimistic. - AI_AI - 2019-07-25 16:41:51 PDT

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#KIM reported Q2 2019 FFO of $0.36 versus $0.38 in Q2 2018. And AFFO Q2 2019 of $0.36 versus $0.37 in Q2 2018. Not terrible YoY numbers, but I would like to see 2017 and 2016 numbers to draw a trend. - LLNN - 2019-07-25 10:29:04 PDT

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Kilroy Realty did well in Q2 2019, it increased its FFO to $0.95 per share from $0.86 in Q2 2019. It also increased its common shareholder dividends by 6.6% to $0.485, which is well covered by its FFO. Way to go #KRC. - Fyryr - 2019-07-24 21:19:15 PDT

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I bought #WRI (Weingarten Realty Investors) this week on the price pull back, I’m a big fan of this REIT. - Bob_knows - 2019-07-20 14:00:16 PDT

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Have you guys and gals noticed that some REIT stocks seem to have peaked around May or June and are slowly trailing down? It may be an indicator of prices returning to more reasonable valuations while other industries continue to go higher faster. Prices will eventually trail up again, but it may be signaling better buying opportunities soon. - Kev B - 2019-07-16 22:12:49 PDT

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I look forward to #STOR’s financial results on August 1st. - Kev B - 2019-07-12 22:58:17 PDT

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Realty Income Corporation - Realty Income - Second Quarter 2019 Earnings Release - After Market Close - News released on Tue, 09 Jul 2019 21:54:19 +0000 (UTC) - REITNewsHeadlines - 2019-07-10 11:37:00 PDT - See full comment

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Can’t wait! - Rocco64 - 2019-07-10 11:37:00 PDT

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Let’s see what they say about their EU expansion. - LLNN - 2019-07-22 09:45:52 PDT


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RVI Announces Second Quarter Earnings Release Date - News released on Mon, 8 Jul 2019 16:05:06 -0400 (EDT) - REITNewsHeadlines - 2019-07-09 13:28:54 PDT - See full comment

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I own shares in #RVI which I got post #DDR’s spinoff, and can’t wait to see this quarters results to get a sense on how they are doing post transition. - Kev B - 2019-07-09 13:28:54 PDT

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Franklin Street Properties Corp. Press Release: Franklin Street Properties Corp. Declares Quarterly Dividend - News released on 5 Jul 2019 12:03:28 -0400 - REITNewsHeadlines - 2019-07-08 12:53:11 PDT - See full comment

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At least inline with previous regular quarterly value of $0.09 per share. - LLNN - 2019-07-08 12:53:11 PDT

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Franklin Street Properties (#FSP) has office buildings located in markets such as Dallas-Fort Worth, Denver, Houston, Atlanta, and Minneapolis which have job growth rates well above the national average. As a result, what it can charge for rent has steadily increased each year. I see Franklin Street as a focused REIT with lots of growth potential. - Kev B - 2019-08-11 13:15:50 PDT


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W. P. Carey Inc. Press Release: W. P. Carey Announces $70 Million Investment in Clean-Energy Food-Production Site - News released on 8 Jul 2019 07:47:32 -0400 - REITNewsHeadlines - 2019-07-08 08:06:47 PDT - See full comment

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The great news is that is is a sales-leaseback purchase, and the site consists of six buildings totaling more than 400,000 square feet, which are triple-net leased under a master lease for a period of 25 years to an industry-leading supplier of ice cream and beverages. A pretty cool addition to their portfolio. - Jon7421 - 2019-07-08 17:37:46 PDT

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I love how #WPC diversifies into all these different segments offering specialized facilities! - LLNN - 2019-07-08 08:06:47 PDT

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What kind of occupancy levels would you expect from Hospitality REITs? - AI_AI - 2019-07-06 14:32:51 PDT - See full comment

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The occupancy for Hersha Hotel & Resorts #HT can vary between 76% - 85% depending on the quarter of the year. But in regions like NY, it seems their hotel portfolio had higher occupancy rates in the 90s percentile. - Fyryr - 2019-08-10 23:19:59 PDT

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#CHSP Chesapeake Lodging Trust has occupancy in the 88% to 89% range, and also operates in the Hotel sector. They have a small portfolio of hotels, 20, but they are high scale hotels like Hilton, Marriott, W, Homewood Suites, and Le Meridien, located in metropolitan regions, this may account for the higher occupancies. - CapitalKing - 2019-08-11 11:34:26 PDT

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Some of the hotel REITs I have seen have occupancy in the 70 to 80%. In other reit sectors this range would be terrible but it seems to be the normal for the average hotel. Or is it on the low side? - Omick99 - 2019-07-11 16:49:54 PDT

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Hi CapitalKing, those ranges for #CHSP seem to be only during the peak periods, during Q1 2019, the had occupancy around ~78% which is more in line with what other hotel REITs have during these periods. - Billy123 - 2019-08-12 22:18:24 PDT

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Chatham Lodging Trust #CLDT in the off-seasons has an occupancy rate of 76% in the peak season of 84-86%. - LLNN - 2019-07-20 16:36:17 PDT

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I think it depends on the period of the year. For example, Ashford Hospitality Trust - #AHT during the last year for the high season has occupancies of 78-80% per quarter, and during the low seasons, quarters have an occupancy of 72-73%. For Hospitality Properties Trust - #HPT the occupancy levels are lower at around 67-68% and 76-78%. - Kev B - 2019-07-12 23:28:50 PDT


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Which REIT stocks are you planning on buying next? - Atopp - 2019-07-02 12:10:48 PDT - See full comment

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Some of the REITs which I follow showed continued growth this quarter over last years, #PDM (Piedmont Offices) FFO Core 43 cents versus 41 cents last year. #NNN (National Retail Properties) 69 cents vs 68 cents, and #ACC (American Campus Communities) Modified FFO 56 cents vs 52 cents. - Billy123 - 2019-08-12 21:57:49 PDT

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Recently bought Agree Realty, I get a feeling that the stock price for #ADC peaked at $70.25 this year, and that it will decrease below my purchase price in the short term as the market cools. However, I like #ADC a lot and believe that the price will generate capital gains in the future as they continue to increase dividends. Plus I think it is a trustworthy company to hold my capital. The current dividend yield isn’t very high, but I have many other higher dividend paying stocks to compensate for this. - Faston - 2019-07-13 18:07:17 PDT

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This week I bought shares in Industrial powerhouse REIT Duke Realty #DRE and Prologis #PLD. I see that well managed industrial REITs have plenty of AFFO growth opportunity ahead of them in the years to come. - Kev B - 2019-07-12 23:05:17 PDT

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Smart. I may divest in some of my retail and healthcare-related REITs that have significantly appreciated over last one year, and invest in some logistic related REITs. - Molly23da - 2019-07-14 13:16:23 PDT

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I’m planning on waiting to buy stocks on the day the Feds plan to announce if there will be cuts. If there are no cuts I feel prices will drop. But who know the market it too unpredictable, but I’ll just wait and see if an opportunity presents itself on that day. - Omick99 - 2019-07-09 17:50:30 PDT

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Hi @Omick99 here is another unexpected turn, Federal Reserve Chairman Jerome Powell hinted that a rate cut may be coming due to weakening market indicators and the S&P 500 surpassed the 3,000 points mark for the first time ever. Reit stock prices are mostly trending up today. Another day to hold from buying for me. - Rocco64 - 2019-07-10 11:32:28 PDT

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Today Deutsche bank started its waves of layoff planned to accumulate 18,000 workers. People are comparing it to the scenes of 2008 banking, and that it may start to spark fears that thing all around are not as rosy as they seem. It is important to not confuse things during these times and to focus on the fundamentals and hard facts. - Kyuie - 2019-07-08 20:50:20 PDT

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Thinking of Prologis #PLD or Stag Industrial #STAG, I want to increase the weight of my portfolio towards industrial REITs. - AI_AI - 2019-07-06 16:51:33 PDT

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#STAG and #APTS are trading below the opening price today, so may present the opportunities you were looking for. I’m also tracking. - Rocco64 - 2019-07-08 10:35:08 PDT

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Thinking of EastGroup REIT, what do you guys think? #EGP has strong fundaments from what I gather. - Me332 - 2019-07-05 10:37:31 PDT

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Is there a way to search good REITs that have dropped prices the most to find good deals? - TimHl - 2019-07-04 14:37:26 PDT

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One REIT that I’m analyzing but have not decided if I will buy at this time is Global Medica REIT #GMRE. The REIT manages its portfolio of 87 properties efficiently with a consistent 100% occupancy rate. On the other hand, its interest expense is something I want to understand better and any impacts. "Interest expense for the three months ended March 31, 2019 was $4.0 million, compared to $2.7 million for the comparable prior year period. This increase is primarily due to higher average borrowings during the quarter compared to the same quarter last year, the proceeds of which were used to finance our property acquisitions, and also resulted from higher interest rates." according to its latest Q report. I do like GMRE, so will continue to think about it for a future investment. - Gekko5 - 2019-07-04 11:43:06 PDT

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News came out today that the trade deficit between the US and China hit a 5 month high. This will likely bring new tariffs talks and result in a market dip. I’ll buy then. - LLNN - 2019-07-03 08:07:39 PDT

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I guess I can wait until the 4th of July weekend to see what happens. - CapitalKing - 2019-07-03 21:46:16 PDT

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#VER (Vereit) is back to 6% dividend yield, so it is a potential one for me within the next few days. - Kev B - 2019-07-02 22:53:05 PDT

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I looking at #STOR, #PLD, #AVB, and #CPT next. - Fyryr - 2019-07-02 20:09:52 PDT

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Thanks everyone, these are good insights! - Atopp - 2019-07-07 10:48:30 PDT


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Wheeler Real Estate Investment Trust Reduces KeyBank Line of Credit Carried Balance - News released on Tue, 02 Jul 2019 13:23:27 +0000 (UTC) - REITNewsHeadlines - 2019-07-02 09:41:55 PDT - See full comment

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Will this be a needle mover to improve #WHLR’s interest rate coverage? - Rocco64 - 2019-07-02 09:41:55 PDT

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I bought WHLR a long time ago, I hope stock price rises as I’m under water. - BlueBlue - 2019-07-04 12:44:54 PDT


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How does Life Storage compare to Public Storage? - Omick99 - 2019-07-02 07:28:13 PDT - See full comment

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#LSI and #PSA have similar ratings on REITRATING. #PSA has a market cap 9-10x larger than #LSI. Therefore I see more upside potential in LSI’s stock price. - Gekko5 - 2019-07-07 13:59:42 PDT

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#PSA Public Storage has held its dividend payment value at $2.0 for the last 11 quarters, however, the stock price continues to climb, I will not buy shares at this time. - Kev B - 2019-07-16 22:00:42 PDT

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#LSI offers you more attractive dividend yields and a better P/AFFO ratio showing more upside potential in stock appreciation. - BlueBlue - 2019-07-14 18:05:19 PDT

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If you are planning on buying, then why not both? Diversification is king, and both companies are solid right now. - AI_AI - 2019-07-13 16:22:55 PDT


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Office Properties Income Trust - Office Properties Income Trust Announces Closing of Sale of Common Shares of The RMR Group Inc. - News released on 1 Jul 2019 17:46:17 -0500 - REITNewsHeadlines - 2019-07-01 21:58:22 PDT - See full comment

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Hi @KevB, not only has occupancy decreased, but also RevPAR, here is the quote from the #HPT Q1 2019 report: "For the quarter ended March 31, 2019 compared to the same period in 2018 for HPT’s 323 hotels that were owned continuously since January 1, 2018: average daily rate, or ADR, increased 1.0% to $129.11; occupancy decreased 2.9 percentage points to 67.4%; and revenue per available room, or RevPAR, decreased 3.2% to $87.02." This for me is also a reason for concern. How did this hotel portfolio get to this point? - Me332 - 2019-07-05 11:02:25 PDT

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#APLE Apple which is also a hospitality reit has an occupancy level of 73.9% in 2019 Quarter 1, which seems low for me but still better than #HPT. - AI_AI - 2019-07-06 14:35:06 PDT

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Hmmm, I’m not sure how I feel about this new regarding #OPI, #SNH, #HPT, and RMR group. - Fyryr - 2019-07-01 21:58:22 PDT

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Looking through #HPT’s occupancy level for its hotels and can’t believe it is this bad. Q1 2019 occupancy rate was 67.5% a decrease from Q1 2018 of 70.3%. These are unhealthy occupancy level for a hotel portfolio. - Kev B - 2019-07-04 23:40:16 PDT


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Regency Centers Acquires Iconic Shopping Center at The Pruneyard - News released on Mon, 01 Jul 2019 16:18:07 -0400 - REITNewsHeadlines - 2019-07-01 21:21:47 PDT - See full comment

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#REG is one of the good REITs in the retail segment. The company had an average dividend payout to OFFO rate of 62% in 2018. They have also shown same property Net Operating Income (NOI) growth of 3.4% for 7 Consecutive Years. - AI_AI - 2019-07-01 21:21:47 PDT

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This is a stock I would be interested in holding some shares next. - Billy123 - 2019-07-13 19:24:32 PDT


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iStar Announces the Completion of the Sale of its Preferred Freezer Net Lease Assets - News released on Mon, 01 Jul 2019 16:32:47 -0400 - REITNewsHeadlines - 2019-07-01 17:14:14 PDT - See full comment

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Any mention from #STAR on who purchased the seven cold storage properties leased to Preferred Freezer Services, LLC? It only mentioned that was sold to a third party for $442.5 million. I would be interested to know if it was another REIT. - BlueBlue - 2019-07-01 17:14:14 PDT

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I was also wondering if it had been COLD who bought it, but there was no mention of that in the release. - AI_AI - 2019-07-01 20:37:36 PDT


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QTS Applauds Passage of Tax Incentives for Illinois Data Centers - News released on Mon, 01 Jul 2019 13:01:18 +0000 (UTC) - REITNewsHeadlines - 2019-07-01 11:47:24 PDT - See full comment

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Will this result in more pass through earnings for shareholder? #QTS is headquartered in Chicago so this has to be a good thing. - Atopp - 2019-07-01 11:47:24 PDT

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Long on #QTS - Kev B - 2019-07-02 23:05:37 PDT


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CIM Commercial Trust Added to Russell 2000® and Russell 3000® Indexes - News released on Mon, 01 Jul 2019 08:03:28 -0400 - REITNewsHeadlines - 2019-07-01 09:21:32 PDT - See full comment

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General question for my knowledge, was #CIM added to these Russell indexes based on meeting specific performance criteria or is it based on factors such as the mreits size, category, etc. Thank you. - LLNN - 2019-07-01 09:21:32 PDT

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Hi @LLNN, #CIM has been paying $0.50 per share since Q4 2016, when it raised it from the previous level of $0.48, so that is something as far as mREITs go. - AI_AI - 2019-07-01 20:41:48 PDT


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What do you guy think of REITs in the manufactured housing community segment (mobile parks, trailer park)? Any favorites? - Gekko5 - 2019-06-29 22:10:59 PDT - See full comment

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Great segment, I think the market could support having more REITs in this segment. Would be nice if there were some new IPOs in this REIT sector so that we can get in on the ground floor on the stock prices. - CapitalKing - 2019-07-14 15:22:24 PDT

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There is also UMH Properties, Inc. (#UMH) in the prefabricated homes community sector that compared to #SUI & #ELS is much smaller in size. UMH has a market cap of $500 million, and ELS of $11 billion, and SUI of $12 billion. The attractive thing about UMH is that its P/FFO Core trades at 18.11, versus SUI 28.84, and ELS’ P/Normalized FFO of 31.15. So it is trading at a discount compared to its larger peers. - Atopp - 2019-07-07 10:59:10 PDT

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UMH Properties, Inc. (NYSE: #UMH) Core FFO and Normalized FFO decreased the first two quarters of 2019 compared to 2018. - Kev B - 2019-08-11 15:39:59 PDT

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Hi @Atopp, thanks for calling out #UMH properties. They were on the news a couple of days ago for acquiring a community in Ohio for $19.4 million. The community contains 824 developed homesites, with approximately 46% occupancy. This is a huge community! However, it has only 46% occupancy, ouch, I’m hoping they got a good discount on this property, and I’m sure they will get occupancy rates up. They didn’t call out the cap rate, but I would expect it to be pretty high. - Faston - 2019-07-07 11:52:35 PDT

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What impact is hourly wage stagnation having on ability for these mobile home communities to raise rents? - Omick99 - 2019-07-03 11:19:07 PDT

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Hi @Omick99, yes, if wages don’t increase for hourly workers it will put continued stress on the ability for this social class to pay their rent. Many will eventually not be able to afford their rents as inflation and home rent prices continue to surpass wage increases. (It is a known fact that wages have been increasing much slower than inflation, and the cost of education and rent). So this is sad and terrible news for tenants, however for the companies the base of the social economical pyramid is wide, so there will be others who will take their places to rent at the new higher prices. Of course, eventually, the base of the overall pyramid can no longer afford higher rents, so the revenue per rental unit will be stagnant, and the companies will depend on more rental units to grow the top line. - Me332 - 2019-07-05 10:47:31 PDT

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I have wondered myself about these REITs do they own the mobile homes on the parks? Or are the homes owned by the tenants? - Kodibearb - 2019-06-30 14:00:39 PDT

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I wouldn’t recommend #UMH Properties, the company has not increased the dividend from $0.180 in forever. Sure it is nice that its dividends is 5.7%, much higher than #SUI and #ELS. But that is because #UMH trades at almost half the multiple of #SUI and #ELS. Also, #UMH has an unhealthy dividend payout rate ever couple of quarters above 100%. So not all trailer park REITs are the same, pick wisely. - Kev B - 2019-07-16 23:05:39 PDT

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From what I have seen, it depends on each property (park) and REIT, some parks only own the land, and the tenants can bring their own mobile home or RV. In other parks, the REIT will provide the mobile home to the tenant, and offer a rent-to-own option, where a portion of the tenant’s rent each month goes to gain full ownership of the mobile home over time. From what I have seen this is a good model for the landlord of the park because if they don’t own the mobile home than they do not need to spend with its maintenance, they only need to care for the land and amenities. In other mobile parks, the landlord will rent the mobile home without the buy option, but I consider that the least attractive model as there will be more capex and opex for the landlord to manage. - AI_AI - 2019-07-01 20:55:19 PDT

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Sun Communities, Inc. #SUI and Equity Lifestyle Properties, Inc. #ELS are performing very well. Prefabricated homes communities/parks have shown to be resistant to the economic downturn and when the market is booming. Both these REITs have found a segment they know how to competently manage, Sun’s FFO Core dividend-payout ratio is 64% while Equity Lifestyle’s Normalized FFO is 54%. Both REITs have shown years of continues topline growth, and the share price has reflected that growth. The major drawback for many value investors is the low dividend yield, circling at 2%. - Rocco64 - 2019-06-30 17:02:26 PDT


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Are large REITs better investment than midsize and small REITs? What is your opinion? - 777i - 2019-06-29 17:21:20 PDT - See full comment

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Larger REITs can be more financially stable than smaller REITs. Yet small REITs have ability to grow faster. - Omick99 - 2019-07-02 08:56:06 PDT

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It will depend on what investment expectations you have, both can provide good investment returns. - LLNN - 2019-07-01 09:24:22 PDT

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Iron Mountain - Robin Matlock, Seasoned Technology Executive, Appointed to Iron Mountain Board Of Directors - News released on 27 Jun 2019 05:01:20 -0500 - REITNewsHeadlines - 2019-06-27 09:52:39 PDT - See full comment

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Excellent news! Glad #IRM continues to show its focus towards being a tech solutions driven REIT! - LLNN - 2019-06-27 09:52:39 PDT

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I wanted to buy more Iron Mountain stocks this week. However, I didn’t since I already have my IRM quota to keep my portfolio in balance. It is unfortunate as the prices are more attractive than what I recently got. None the less as my portfolio continues to grow, I will circle back to IRM, and hope can get some good low prices. I’m bullish on this reit. - Kev B - 2019-06-28 14:25:47 PDT


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REIT stock prices have fallen hard during the last two days. Do you think this is a flash price decline which will be followed by a fast rebound or the start of massive price correction? In which case, it is better to wait for prices to drop further? - wolfman82 - 2019-06-26 17:13:53 PDT - See full comment

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The market has shown to be bullish again. - Kev B - 2019-07-02 22:49:18 PDT

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I think overall prices will still slide further this year as uncertainties mount. - Omick99 - 2019-06-28 23:50:55 PDT

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I get the feeling these are singles of future market shifts from bull to bear. - CapitalKing - 2019-06-29 15:40:47 PDT

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Some REITs have not recovered yet to their price heights of pre 6/26 e.g. #EPR, #WPC, #STAG, #O, #NNN. - CapitalKing - 2019-06-28 16:07:04 PDT

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#NNN increased their dividend payment value. Today they declared a 51.5 cents per share payable August 15, 2019 to common shareholders of record on July 31, 2019. The 3.0% increase in the quarterly dividend marks the 30th consecutive annual dividend increase for NNN. Got to love it! - LLNN - 2019-07-15 09:29:01 PDT

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If you draw a line through #NNN from January up until now its price has been fairly flat in contrast to the rest of the market. - LLNN - 2019-07-13 23:07:11 PDT

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I’m glad #Wpc share price has rundown some, I may be able to get in on it again. - Atopp - 2019-07-02 11:58:03 PDT

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Life Storage (#LSI), Crown Castle International (#CCI), Boston Properties (#BXP), Brandywine Realty Trust (#BDN), Agree Realty Corp (#ADC), Physicians Realty Trust (#DOC), Columbia Property Trust (#CXP), DiamondRock Hospitality (#DRH), Franklin Street Properties (#FSP), there are actually many REITs that haven’t recovered since the 6/25-26 dip, - Oppa Norm - 2019-06-28 18:06:47 PDT

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@Wolfman82 - we need to look at REITs and other stocks individually, some continue to trend down week-over-week while others have already rebounded. If you wait for the whole market to crash, you will lose hidden opportunities of stocks that have silently slid back into the price buy-zone. One good way to find these stocks is to look at the page of "REITs with Best and Worst Stock Price Change over Multiple Trading Periods" https:www.reitnotes.com/reits-with-best-and-worst-stock-price-change-over-multiple-trading-periods/ - Kev B - 2019-06-27 08:10:58 PDT

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#IRM is looking attractive. - Kyuie - 2019-06-27 08:47:36 PDT


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UDR, Inc. Press Release: UDR Prices $300 million of 3.200% Senior Unsecured Notes Due 2030 - News released on 25 Jun 2019 17:02:05 -0400 - REITNewsHeadlines - 2019-06-25 22:46:09 PDT - See full comment

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Thanks for the input guys, I bought UDR today! I checked out #UDR, and the company is doing well, it grew its AFFO 7.5% over the last year, and its Revenues 5.8% over the last year. I’m buying this for the long haul :) - BlueBlue - 2019-06-27 14:45:08 PDT

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#Udr negotiated a competitive rate rate of 3.2% which is below the average debt IR REITs currently pay. - Atopp - 2019-06-25 22:46:09 PDT

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#UDR also has good interest coverage of 5.2x EBITDA, which I consider makes UDR a safe investment. - Kev B - 2019-06-27 07:29:37 PDT


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Kilroy Realty Corporation Press Release: Kilroy Realty Signs Lease With Fortune 50 Company for 100% of 333 Dexter in Seattle - News released on 24 Jun 2019 17:23:28 -0400 - REITNewsHeadlines - 2019-06-24 15:30:29 PDT - See full comment

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Kilroy #KRC has done well specializing in the West Coast market, the company has an outstanding A-Class portfolio of properties in the greater Seattle area. This latest property located on Dexter Avenue is a testament to their well-performed research and understanding of the area. - Gekko5 - 2019-06-24 15:30:29 PDT

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Nice! - Oppa Norm - 2019-06-28 18:09:34 PDT

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So Apple, Inc. is Kilroy’s new tenant for 333 Dexter Avenue, I was under the impression that it would be a healthcare tech company moving into the building, but it makes sense that Apple would be located blocks away from Amazon, Inc. and Google, Inc. offices. Apple has plans to expand its Seattle team to 2000 employees within the next 5 years. Investing in #KRC for the long term just became more attractive. https:www.businessinsider.com/apple-announces-new-office-seattle-2000-employees-2019-6 - Kev B - 2019-06-24 21:47:27 PDT


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Is it better to invest in REITs or in real estate? Which one do you guys believe generates better investment returns? What has been your experience in investing in either REITs or buying physical properties directly? - philmore - 2019-06-24 10:23:07 PDT - See full comment

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If you pick good REIT stocks you can buy and forget if you chose to do so, and receive dividend payments. Meanwhile when investing in real estate even if you pick a good quality real estate you will need to manage it at some level, even if you outsource most of the services to property management companies you will need to manage decisions regarding the property to ensure you continue to receive income from your investment. - Fyryr - 2019-06-29 10:40:34 PDT

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Owning real estate takes a lot more effort than most imagine to keep the recurring cash flows coming in. While once you pick the right REITs you can enjoy years of dividend cash flows with not additional al effort. - Atopp - 2019-06-26 00:37:26 PDT

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It is always good to be diversified, so if you have the experience and the time, why not do both. REITs give you more liquidity than direct property ownership. Buying RE properties permit you to grow with leverage (borrowed money); in some cases, up to 80% of the properties value can be financed. RE investing can be riskier than investing in REITs if you are not experienced, as you can end up sinking more money and time than you originally intended to invest in the property. With REITs as long as you are not shorting or doing other financial plays you will probably not lose more than your initial investment in the REIT stock. - Kev B - 2019-06-28 14:47:28 PDT


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Which are the most profitable REITs? - Kenbeertt - 2019-06-23 06:02:39 PDT - See full comment

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With Q2 reports around the corner we will find out if the market had valid concerns to be this bullish this long in 2019. - Rocco64 - 2019-07-22 11:14:58 PDT

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The most profitable REITs which I track when measuring AFFO return per shareholder are #NHI $1.22 AFFO/Share, #EPR 1.36 AFFO/Share, $1.21 AFFO/Share, #LSI $1.31 AFFO/Share, and #Eqix with a whopping 5.95 AFFO/Share. - Gekko5 - 2019-06-24 15:11:04 PDT

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Are you looking for REITs with highest FFO or AFFO per shareholder? - Billy123 - 2019-06-23 23:03:50 PDT

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Public Storage (#PSA) - wolfman82 - 2019-06-26 17:17:00 PDT


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Sachem Capital Corp. Prices Registered Public Offering of $23 Million of 7.125% Notes - News released on Fri, 21 Jun 2019 13:47:07 +0000 (UTC) - REITNewsHeadlines - 2019-06-23 05:33:17 PDT - See full comment

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Am I mistaken, or is 7.125% notes a pretty high-interest rate for #Sach to be paying? Doing quick math the average rates I’m seeing for other REIT is 4-5%. So I assume I’m missing something on this. - Rken - 2019-06-23 05:33:17 PDT

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Hi REITNotes Community, in your opinion at what price is American Tower Corp no longer a buy? - LLNN - 2019-06-23 04:16:49 PDT - See full comment

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There are many ways you can uate what price it is worth to pay for #AMT, yet there isn’t one correct answer. It depends on your expectations. You can look for example, at the Price-to-AFFO ratio, currently at 26xAFFO, and determine if that is a fair ratio compared to other similar REITs or historical values. You can compare the Price-to-book or Price-to-Sale value (although I don’t think P/B data are accurate) and determine and make similar uations. You can use a Discounted Cash Flow (DCF) model, or uate the dividend-yield. You can determine what you expect future stock prices to be or the prospective dividend yield to become. You can assess how the company is doing and if it will continue to improve its revenues and free cash flow. You can then determine from these what you believe is the fair price to pay for the stock, or at the very least if the price being asked for the price at this point (the current price) is a worthwhile investment for you. I see many websites with "fair price" indicators, and often the current stock price is far from that suggested fair price. And if you wait for it to return to that "fair" price, you may miss out on excellent investment opportunities. Many times because those analyses only consider one or two of the data points mentioned above, and don’t uate your specific investment criteria or expectations. - Billy123 - 2019-07-06 18:32:04 PDT

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American Assets Trust, Inc. Acquires La Jolla Commons in San Diego, California - News released on Thu, 20 Jun 2019 16:26:36 -0400 - REITNewsHeadlines - 2019-06-20 23:16:52 PDT - See full comment

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So #AAT, in this La Jolla Commons purchase they got "two trophy office towers, an entitled development parcel and two parking structures, located in the preeminent University Town Center submarket of San Diego, California. The two LEED platinum office towers at La Jolla Commons were built in 2008 and 2014. One tower, consisting of approximately 421,000 square feet, is 100% leased to credit-rated LPL Financial. The other tower, consisting of approximately 303,000 square feet, is approximately 72% leased to such major tenants as U.S. Bank National Association, Paul Hastings LLP and Finch, Thornton & Baird LLP, among others." to quote their press-release. These appear to be excellent acquisitions, but I look forward to learning how they plan to get that second tower to 100% occupancy. Hopefully, they got a good deal since it was only 72% leased. Can be a significant win if AAT uses their skills to quickly fill-up the rest of the building. - Star_Go - 2019-06-20 23:16:52 PDT

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What are your favorite books on investing, REITs, Real Estate or business? - LLNN - 2019-06-19 21:59:06 PDT - See full comment

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I enjoy business biography books. Some of my favorites are Made in America by Sam Walton, Made in Japan by Akio Morita, Delivering Happiness by Tony Hsieh, The Everything Store by Jeff Bezos, The Snowball by Warren Buffett, Losing My Virginity by Richard Branson, Jack: Straight from the Gut by Jack Welch, The House of Morgan by Ron Chernow, Iacocca by Lee Iacocca, The Power Broker by Robert A. Caro, and Pour Your Heart Into It by Howard Shultz. All these books inspired and shaped my life and career growing up. - Fifthtime - 2019-07-07 15:04:46 PDT

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A couple of other good ones are Principles by Ray Dalio, and Build to Last Jim Collins. - Fyryr - 2019-07-02 20:11:49 PDT

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Great list so far, thanks for sharing everyone, I look forward to readying your recommendations. One book which I like that was recommended by my master’s professor is: The Real Estate Game: The Intelligent Guide To Decisionmaking And Investment by Jeffrey L. Cruikshank and William It is one of those books to always keep on hand. - LLNN - 2019-06-23 09:48:28 PDT

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A great book for business and personal development is “How to Win Friends and Influence People” by Dale Carnegie. Best book I have ever read. - Rocco64 - 2019-06-22 22:10:39 PDT

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Rich Dad Poor Dad by Robert Kiyosak, the book in my opinion is applicable if you are buying real estate directly or through REITs. - Omick99 - 2019-06-21 14:34:33 PDT

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Yes, that is a really good one! - LLNN - 2019-07-18 21:54:09 PDT

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I mean how can we possibly narrow down to a couple of books when there are so many great books across these categories, some that I can remember of the top of my head are Think and Grow Rich by Napoleon Hill, and The Big Short: Inside the Doomsday Machine by Michael Lewis. I like Michael Lewis’ books he can bring ordinary business events to full life with fascinating life and business lessons. - Star_Go - 2019-06-20 22:13:05 PDT

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My personal favorite REIT related book is, Investing in REIT by Ralph Block. I learned a lot about REITs through this book. - alexanderTgreat - 2019-06-19 22:04:58 PDT

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Thanks, @alexanderTgreat, I got the Investing in REITs book by Ralph Block which you recommended and I’m really liking it, I’m blown away by the amount of content in it. My recommendation for this forum is the classic and timeliness "The Intelligent Investor by Benjamin Graham." I mean, it was just a matter of time before someone added it to this list, so might as well be me. - Fyryr - 2019-06-21 22:06:50 PDT

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Hi, AlexanderTGreat I like your book recommendation and your German Shepard :D - Kyuie - 2019-06-19 23:06:42 PDT


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How do you guys feel about EastGroup Properties, Inc, is it still a buy? Is it a risky investment at this price? - Jon7421 - 2019-06-19 17:30:14 PDT - See full comment

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Yes, EastGroup Properties, Inc, (#DEA) is a buy even after the recent price increase. Q2 Occupancy remained at 100%, no surprise since their properties are leased to Government agencies. FFO, Adjusted FFO, and CAD (Cash Available for Distribution) increased YoY during this quarter, all this while DEA’s Weighted average common shares outstanding - fully diluted basis increased from 56 million to 78 million YoY. - Kev B - 2019-08-10 19:07:51 PDT

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#DEA is a top performing REIT, the company has a healthy and well-balanced debt and interest coverage ratio, healthy dividend payout ratio, and is steadily growing. I think its a good long term investment. - BlueBlue - 2019-06-22 21:22:29 PDT

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#Dea along with rest of market had an attractive price decrease today. - LLNN - 2019-06-25 21:22:34 PDT

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I think its a good long term investment. - AI_AI - 2019-06-25 05:50:53 PDT

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I’m with you BlueBlue on #DEA, it is a buy, in the past I avoiding EastGroup as I could get higher dividend yields with other reits, but DEA has held its stock price at reasonable levels and its 5% dividend yield is attractive in this market. The company is also performing well on multiple indicators and has a well-covered dividend/FFO payout ratio of 83%. - Kenbeertt - 2019-06-23 04:40:19 PDT

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The company focused on a reliable tenant which is the US government, so I you can expect more stability from it top line entires. Now since #DEA focuses primarily on Class A commercial properties that are leased to U.S. Government agencies through the General Services Administration, doesn’t this limit their growth or speed of growth compared to other REITs? - Atopp - 2019-06-20 10:01:53 PDT

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It is one of the REITs I’m interested in @Jon7421. I’m waiting for the share price to go down to get a 3% dividend yield. - LLNN - 2019-06-19 21:48:53 PDT

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I bought #DEA and #EGP today with the price decline we had over the past days. - BlueBlue - 2019-06-27 13:52:09 PDT


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Preit - PREIT Executes Lease with Burlington as the Lead Replacement for Sears at Dartmouth Mall - News released on 19 Jun 2019 15:30:35 -0500 - REITNewsHeadlines - 2019-06-19 17:26:44 PDT - See full comment

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Glad to see #PEI continues replacing Sears stores with new tenants. Also, look forward to seeing more details on their initiative to create 5,000 to 7,000 multifamily units in their mall properties in DC and Philly. - CapitalKing - 2019-06-19 17:26:44 PDT

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PREIT has a weak coverage of its interest rates. The REIT’s small size is a concern in the ability to finance the necessary turnaround. - Kev B - 2019-06-29 13:54:21 PDT

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Steps in the correct direction. - Kyuie - 2019-06-28 21:43:07 PDT


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Front Yard Residential Corporation Announces Quarterly Cash Dividend - News released on Tue, 18 Jun 2019 21:28:36 -0400 - REITNewsHeadlines - 2019-06-19 10:08:39 PDT - See full comment

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They declared $0.15 dividend payment per common share, that is consistent with previous quarter dividend payment. - Omick99 - 2019-06-19 10:08:39 PDT

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#Resi hasn’t raised their dividends from $0.15 since they cut it down from $0.55 per quarter in Q4/2015. With their FFO & AFFO values, I don’t expect them to be able to afford to raise the dividends anytime soon. - Fyryr - 2019-06-19 20:08:25 PDT


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Cousins Properties Incorporated Press Release: Cousins Properties Announces Second Quarter 2019 Common Stock Dividend - News released on 18 Jun 2019 16:18:32 -0400 - REITNewsHeadlines - 2019-06-18 14:33:36 PDT - See full comment

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Cousin declared a cash dividend of $0.29 per common share for Q2. I’m glad no dividend cuts post the merger with TIER. This dividend is equivalent with the first quarter of 2019 dividend of $0.0725 per common share after giving effect to the recently completed 1-for-4 reverse stock split. - Bob_knows - 2019-06-18 14:33:36 PDT

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SL Green Realty Corp. to Release Second Quarter 2019 Financial Results After Market Close on July 17, 2019 - News released on Tue, 18 Jun 2019 07:31:55 -0400 - REITNewsHeadlines - 2019-06-18 12:24:49 PDT - See full comment

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I’m interested to understand why the revenues and assets for #SLG have decreased in 2017 & 2018. It makes sense that if the total Assets dropped that revenues would also drop. I’m assuming it is the disposition of building in their portfolio faster than the acquisition, I just wonder why it has been the case for two-to-three straight years? Regardless I like SL Green as they are a market leader in Manhattan./New York office properties. - AI_AI - 2019-06-18 12:24:49 PDT

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SL Green is New York’s largest owner of office real estate. #SLG has a strong moat in selecting, buying and operating office building in largest financial center in the world! This is a REIT to go long. - Kyuie - 2019-06-28 21:53:01 PDT

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As mentioned last week, I was waiting for SL Green Realty to have a price drop to acquire shares. This week I had that window and bought #SLG shares when the price dropped to $79, which is close to its 52-Week Low of $76.77, so I’m happy! Glad I was patient. - Rocco64 - 2019-06-28 11:24:24 PDT

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Great reit, following downward price trend to buy at lowest point in following weeks. - Rocco64 - 2019-06-21 15:32:10 PDT

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@Ai_Ai, it probably has to do with #SLG owning few yet large buildings (111 properties), so the sale of a couple of building has a larger impacts on its total asset value and revenues. Compare that with some triple net lease retail REITs with thousands of small stores, and the sales of a few units will probably go unnoticed. - Atopp - 2019-06-20 10:16:53 PDT


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Do you guys expect there to be market correction on REIT prices or do you think they are fair priced? - Billy123 - 2019-06-17 11:51:09 PDT - See full comment

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Look forward to seeing how the market will open tomorrow. After the report that jobs created in June were stronger than economists predicted, the market tumbled on last Friday out of fears the Feds may no longer cut interest in July. This was an interesting turn of events. If the economy is weak, stock prices go down out of fears of a bear market, if economy is strong stocks still go down due to fear the Feds won’t cut interest rates. - CapitalKing - 2019-07-07 17:28:33 PDT

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While the share price of many banks are down today based on potential new EU tarries, my REIT stocks are going strong. - Rocco64 - 2019-07-02 09:50:46 PDT

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Thanks for the input guys. - Billy123 - 2019-06-30 18:28:52 PDT

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I look forward to seeing when the first Q2 quarterly reports start coming out, I expect we may have quick adjustments to whole sectors if some companies hit below estimates. - Rocco64 - 2019-06-22 21:40:30 PDT

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Hi Rocco64, the issue isn’t that REITs are doing well or poorly, as both cases are true during Q2 and any other quarter. The problem is that the stock market valuations have once again become untethered from fundamentals, and at some point, this will create the destruction of value for millions of retirement portfolios. - Molly23da - 2019-08-17 11:27:57 PDT

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We have been readying articles about signs, signals, alarms, indicators that the market is going to crash for at least the last 18 month, yet nothing so far. Hard to say when it will come, the important thing it to keep your head about what your investment strategy is and ask yourself if you will be ok with your picks if the market does have a correction no or within the next two years. Here is piece from Quartz on “ $12 trillion of negative-yielding bonds are sending a clear message of distress” By Eshe NelsonJune 19, 2019. https:qz.com/1647791/12-trillion-of-negative-yielding-bonds-are-a-distress-signal/amp/ - Atopp - 2019-06-20 09:48:06 PDT

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The Federal Open Market Committee announce today that they voted 9-1 to keep the benchmark rate in the target range of 2.25-2.5% and left the door open for the possibility of a future rate cut based on continued observation of the economy. The REIT stocks which I follow were mostly tending below opening price today, yet post the news they are currently above opening price. - LLNN - 2019-06-19 13:13:46 PDT

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As usual, today, while other sectors (e.g. tech) were green, many top REITs were red for the day. When the market is hot for the tech sector and others, REITs seem to get little love. - Kev B - 2019-06-18 22:45:38 PDT

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So we are now within a 1% record high on the S&P 500, according to MarketWatch: http:www.marketwatch.com/story/dow-futures-rally-150-points-as-ecbs-draghi-hints-at-rate-cuts-ahead-of-fed-meeting-2019-06-18 - AI_AI - 2019-06-18 11:51:16 PDT

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Article on BI "Trump told the US stock market exactly what it wanted to hear. Then it had its best day in 2 weeks. by Rebecca Ungarino:" https:markets.businessinsider.com/news/stocks/stock-market-today-reaction-to-trump-xi-g20-meeting-news-2019-6-1028288938 - Bob_knows - 2019-06-18 14:37:10 PDT

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Hard to know what to expect anymore Billy123. - Gekko5 - 2019-06-17 23:10:44 PDT

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Unless it is for the purpose of actively trading, I feel priced out of many reit stocks for long term holding and collecting dividends. Don’t get me wrong though there are still plenty of opportunities but the scale is tipping. - Atopp - 2019-06-17 12:55:01 PDT

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Yes, I think some investors I buying on the expectation to sell on a bump before or on Wednesday. - Paul_R_investor - 2019-06-17 19:04:49 PDT


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Ventas Announces $0.8 Billion in New University-Based Research & Innovation Developments - News released on Mon, 17 Jun 2019 08:04:51 -0400 - REITNewsHeadlines - 2019-06-17 11:00:42 PDT - See full comment

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So many opportunities in this field, glad to invest in #VTR and that VTR is investing in these strategic partnerships. - Rocco64 - 2019-06-22 22:02:48 PDT

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Nice work #VTR in continuing to advance these initiatives and partnerships. Although I own few Ventas shares it is nice to see it appreciate in my portfolio and to receive their dividends. - Omick99 - 2019-06-17 11:00:42 PDT

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VICI Properties - VICI Properties Inc. to Acquire Three Regional Gaming Properties and Enter into Master Lease Agreement with Century Casinos, Inc. - News released on 17 Jun 2019 05:01:48 -0500 - REITNewsHeadlines - 2019-06-17 08:44:39 PDT - See full comment

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There was an interview on NAREITWeek with the #VICI CEO, they were talking about acquiring Harrah’s New Orleans, Harrah’s Laughlin, and Harrah’s Atlantic City. It is a good interview to watch. - philmore - 2019-07-21 20:51:36 PDT

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I’m impressed #Vici got a 9.0% Cap rate on these properties. - LLNN - 2019-06-17 08:44:39 PDT

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The 9.0% cap rate seems like a good discount for Class A properties in those regions. - Gekko5 - 2019-06-17 23:20:51 PDT


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Which are the best REITs that pay monthly dividends? - heyyo - 2019-06-16 14:23:26 PDT - See full comment

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Gladstone Commercial Corporation, Inc. is paying one of the highest dividend yields amongst monthly equity REITs, without having to buy mortgage REITs. I like #Good portfolio. One drawback is that they don’t raise dividends values and I’m not sure why. - Molly23da - 2019-06-22 15:22:11 PDT

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Overtime REITs change their dividend payment format from quarterly to monthly and vice-versa, so its good to keep an eye for those changes in REIT you pick because of the monthly dividend payment preference. - Kyuie - 2019-06-20 21:55:52 PDT

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I own #GNL Global Net Lease and it pays consistent monthly dividends. It doesn’t raise it past $0.177 per month but it also hasn’t reduced it since Jan 2017 when it used to pay $0.178 per month. Half of their portfolio is Office, about one quarter is Industrial, and the remaining is Distribution Centers and Retail. - Fifthtime - 2019-06-18 21:16:54 PDT

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The things I like about #GNL are 1) 75.7% of SLR are investment Grade Tenants (*Comprised of 38.2% leased to tenants with an actual investment grade rating and 37.5% leased to tenants with an implied investment grade rating as of March 31, 2019). 2) 343 properties across seven countries with 99.5% occupancy and Weighted-Average Remaining Lease Term of 8.1 years, and 92% of leases with contractual rent increases. 3) The portfolio is well diversified across 45 industries and 112 tenants, and 53% office, 39% industrial/distribution, and only 8% retail. What I don’t like about Global Net Lease is that 44.2% of their SLR comes from EU so is subjective to currency exchange (FX) risks and volatility, and 2) Q1 & Q4 YOY AFFO has decreased, and the dividend-to-AFFO payout ratio is below 100%. With GNL having keep dividends flat for so long, it concerns me they may eventually cut dividends. Looking at their numbers I don’t see that they would need to do this now, but it keeps me from buying more GNL share at this moment, if their Q2 2019 AFFO trend improves, than it is a different story. - CapitalKing - 2019-07-03 22:21:10 PDT

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One REIT ETF that I like and try to buy on price drops is #SRET by GlobalX. - Bob_knows - 2019-06-17 07:49:39 PDT

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On the top of the list, I would say are #STAG which is an industrial REIT, #O Realty Income which is a triple Net Lease Retail REIT, #EPR which is diversified in the segments of Entertainment, Recreation, and Education. - CapitalKing - 2019-06-17 00:17:04 PDT

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Realty Income is probably the most popular and respected monthly dividend REIT. - Fyryr - 2019-06-19 20:09:47 PDT


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If the Fed doesn’t cut Interest Rates this coming Wednesday, do you think it may result in stock prices to drop across the market? - Kyuie - 2019-06-15 20:04:05 PDT - See full comment

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Fed’s ended up cutting interest rates in July. Stock prices still dropped because people wanted better cuts. - Oppa Norm - 2019-08-11 12:32:41 PDT

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With news today that IR cuts may not be as deep as investors previously expected, the market has been hit hard today. Presenting some reduced prices on many top quality REITs. - LLNN - 2019-06-25 21:29:12 PDT

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Would we expect a large number of REITs to refinance their loan terms if the Feds cut interest rates in July? - Kenbeertt - 2019-06-23 04:30:37 PDT

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My reit positions closed overall in the red on Friday. - Rocco64 - 2019-06-22 21:44:17 PDT

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According to the news, the Fed’s have been hinting hard that they will cut IR in the coming month, imagine if they now don’t. If IR is cut are there certain REITs which will become more attractive to you? - Star_Go - 2019-06-20 23:05:23 PDT

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There certainly is pressure from Trump for Feds to cut rates this week. - BlueBlue - 2019-06-16 19:19:11 PDT

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The Feds didn’t cut rates, but they did something just as suitable for investors, they gave investors hope that IR would be reduced in the future. I believe that for the broad market the real impact of 1.00% more or less interest rate doesn’t compute to investors about the actual effects for a REIT, company or the economy, they correlate that IR cuts are good and IR hikes are bad. (Until it isn’t). So the interest rate today is as high as it was yesterday, yet that was reason enough for the market to gain confidence and prices rise even higher. It concerns me that the market has been moving higher and higher for so long at such speed. I wonder at which point the intelligent value investors said "I’m out" and are holding on the sidelines until the market correction comes. Meanwhile, I continue to seek out REITs with the highest dividend payments with the most solid fundamental with the opportunity for capital gains. Obviously, this is becoming more and more tricky. - LLNN - 2019-06-19 21:42:50 PDT

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Hi Kyuie, there is an interesting article on MW about this. About the "what if?" check it out: https:www.marketwatch.com/story/the-fed-may-break-a-lot-of-stock-market-investors-hearts-next-week-2019-06-15 - AI_AI - 2019-06-15 21:48:33 PDT

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Great article Kyuie, thanks for sharing the link. Hard to know how the market will react. Past experiences would tell me that if the Feds hicked the interest rate the market would react bearish, and if they left the IR unchanged the market would react bullish. But now it seems that unless they cut the interest rate the market will also be bearish. So hard to know what will be the outcome. I will be closely following for any opportunities to buy on stock drops. - CapitalKing - 2019-06-16 12:38:06 PDT


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Cousins Properties Incorporated Press Release: Cousins Properties Closes Merger With TIER REIT - News released on 14 Jun 2019 12:07:23 -0400 - REITNewsHeadlines - 2019-06-14 12:41:19 PDT - See full comment

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I look forward to seeing in the "new" #CUZ Q2 earning reports how their new balance sheet will stack up, and the G&A and operating expenses on their Income Statements. I’m optimistic about this deal. - BlueBlue - 2019-06-15 13:01:20 PDT

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I’m interested in researching more on this merger between #CUZ and #TIER. Both companies seem to have complementary Office assets. I want to review the numbers to see if this will result in a stronger single REIT. - Billy123 - 2019-06-14 12:41:19 PDT

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@Billy123, Cousin and Tier REIT had put out a presentation in March about the merger, in it they called out a couple of points: "Modestly Dilutive to Cousins’ 2019 FFO Per Share Driven By: i) Temporarily low Cousins’ FFO multiple due to one time Norfolk Southern Gains / Fees. ii) High TIER FFO multiple due to large, 81% pre-leased, current development pipeline." and "Cousins’ current annualized dividend of $0.29 per share will represent a 20% increase for TIER shareholders. " They also called out that "Continued commitment to simple, low leverage strategy. Pro Forma ~4.5x Net Debt / EBITDA remains well below the office sector average." The presentation calls out that the merger of #CUZ and #TIER will result in "Unmatched portfolio of trophy office assets balanced across the premier Sun Belt markets." I will also be tracking the progress of this merger closer, as I’m always interested in learning from the expectations and promises before a merger and the outcomes post the transaction once the dust has settled. - Davestew - 2019-06-14 21:13:10 PDT


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Which hotel and entertainment REITs do you like the best? - Rocco64 - 2019-06-14 11:04:12 PDT - See full comment

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I locked-in #VICI - Vici Properties, Inc on Wednesday at 5.3% dividend yield, and #GLPI - Gaming & Leisure Properties, Inc. at 7.0% dividend yield. It has been difficult to get these two hospitality and gaming REITs at a better dividend yield in the last 3-4 month, so I took advantage of the poor reaction the market had to the Fed news. - Kev B - 2019-06-28 14:21:30 PDT

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I’m long on #VICI - Vici properties. - Jon7421 - 2019-07-07 22:15:35 PDT

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I’ve looked into #BHR (Braemar Hotels & Resorts, Inc) to add it to my portfolio, however, the weak interest rate coverage ratio of 2.14 concerns me in this cyclical hotel and tourism industry. I will give this REIT a couple more years to continue to improve its operations before I decide to invest in it. - Gekko5 - 2019-06-24 15:54:03 PDT

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Hi Rocco64, check out #INN Summit Hotel there are a couple of things like about this REIT. - Kyuie - 2019-06-15 21:14:30 PDT

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I would also expect #INN to raise the dividend value any quarter now, they have a history of increasing dividends, and their AFFO value is rising, and their AFFO payout ratio is well covered, so the elements for a raise are there. However, I’m unsure if there are cyclical changes in the hotel/tourism business which would keep #INN conservative from raising their dividends, I would need to read the risk section of their next quarterly report to see if they are calling out any concerns. Although with the current strong economy, I would not imagine there is a lack of tourism for business or pleasure. - Rken - 2019-06-23 05:45:54 PDT

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Gaming & Leisure Properties, Inc. is a good one. Continuously increasing the top line, a good price-to-book value, steady dividend increase, good selection of hotel, and gaming properties. One of the best things about #GLPI is its triple Net Lease model (NNN); it leases its properties to gaming operators. So it doesn’t need to know how to operate successful casinos and hotel businesses, it just needs to ensure they manage all the complex REIT aspects of the business and keep their properties in top shape. - BlueBlue - 2019-06-15 12:39:41 PDT

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In the Casino, Hotel and resort segment I like MGM Growth Properties LLC (#MGP), the company has performed well in last 4 years and is still paying 5.80% dividend yield. Company is growing dividends, AFFO, Revenues, yet still trading at around 14x AFFO. Based on my calculations its debt ratio is inline (average) of similar REITs. - Kev B - 2019-06-18 02:24:54 PDT

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#VICI is one that I like, they own a portfolio of 24 properties between Casio Hotels and Resorts and Golf Courses in nine US states, and VICI’s balance sheet also looks healthy for me. I think they are one of the strongest REITs in the hotel’s sector. - Fyryr - 2019-06-14 23:44:53 PDT

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Anworth Mortgage Asset Corporation Press Release: Anworth Declares a $0.11 Per Share Second Quarter Common Stock Dividend - News released on 13 Jun 2019 16:07:40 -0400 - REITNewsHeadlines - 2019-06-13 22:00:59 PDT - See full comment

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Unfortunate, Anworth’s (#ANH) dividends have been steadily and slowly being reduced year after year, back in 2017 and 2018 it was paying $0.15 per share, later reduced it to $0.14, followed by $0.13 and now $0.11. The current dividend yield ratio is at 13%, and the stock price slowly continues to decrease. I hope they have a plan to change this trend around. - YolpnoB - 2019-06-13 22:04:21 PDT

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There is a lot of variability in the dividend payments made by mREITs, not only Anworth. - Fyryr - 2019-06-15 00:08:34 PDT


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W. P. Carey Inc. Press Release: W. P. Carey Inc. Increases Quarterly Dividend to $1.034 per Share - News released on 13 Jun 2019 16:38:06 -0400 - REITNewsHeadlines - 2019-06-13 18:42:29 PDT - See full comment

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#WPC has been great about continuously raising dividends every quarter for years, but I can’t help to notice that ever since the W. P. Carey completed its $5.9 Billion merger with CPA®:17 it has reduced its quarterly dividend increases from $0.005 to $0.002. Also, their FFO payout ratio is higher than pre-merger. I was hoping to keep buying WPC, but at this price, I will have to wait. - Gekko5 - 2019-06-13 21:49:08 PDT

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Post #WPC’s acquisition of CPA®:17 it did reduce its Debt/Asset Ratios, which is a good thing. - Kev B - 2019-06-14 01:29:59 PDT

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I love seeing how #WPC is consistently increasing their dividend payments quarter over quarter. Thank you WPC! - GoGo - 2019-06-13 18:42:29 PDT

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Yes the company has shown discipline in raising FFO dividends quarter over quarter. Something which becomes more challenging as they continue to grow. - Rocco64 - 2019-06-14 10:27:46 PDT


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GEO Group, Inc. Press Release: The GEO Group Amends Senior Revolving Credit Facility Extending Maturity to May 2024; Size and Pricing Remain Unchanged - News released on 13 Jun 2019 06:57:50 -0400 - REITNewsHeadlines - 2019-06-13 07:51:06 PDT - See full comment

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#GEO is getting hammered today, I assume it has to do with the latest attacks in the media about the company’s detention centers. - LLNN - 2019-07-01 12:55:14 PDT

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According to news report both the facility in Tacoma, WA and the one in Aurora, CO belongs to The #GEO Group. Man dies after attacking Washington ICE detention facility, police say,: [ https:www.denverpost.com/2019/07/13/deportation-facility-attack-man-killed-police/ ] Protesters take down US flag and replace it with a Mexican flag at ICE detention center:[ https:www.businessinsider.com/protestors-replace-us-flag-with-mexican-flag-ice-center-colorado-2019-7 ] - Bob_knows - 2019-07-14 11:21:31 PDT

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Stock price for #GEO is facing toward pressure again with the announcement from SunTrust Banks Inc that it will stop financing operators of private prisons and immigration holding facilities. According to Reuter’s report Pablo Paez the spokesperson for GEO stated “It’s unfortunate that misleading political activism has been allowed to impact a decade-long banking relationship." - Kev B - 2019-07-09 10:23:31 PDT

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Long on #GEO. I own their common shares and I have been happy with results. - BlueBlue - 2019-06-13 07:51:06 PDT

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Yes, #GEO’s stock prices have rebounded to the levels before the fears that correctional facilities would become unpopular with lenders, investors, and politicians. I’m also long not GEO! - Rken - 2019-06-13 10:13:07 PDT


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Which REITs do you think have too much leverage and Debt? - Faston - 2019-06-12 18:08:52 PDT - See full comment

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It is important to also look at debt levels relevant to a specific REIT sector, as some sector may require higher debt levels due to the type of properties and the cash-flows of that business and sector can support higher ratios. - BlueBlue - 2019-06-15 12:43:58 PDT

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Hi Faston, to answer the question. Brookfield Property REIT - #PBR has one of the highest leverages of the REITs I have come across, from what I calculated for Q1 2019 they have a Total Shareholder Equity to Total Assets ratio of just 3.52%. I own some #PBR stocks because I believe in the REIT and parent companies potential, so let’s see where this goes. - YolpnoB - 2019-06-13 23:53:39 PDT

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From the REIT’s balance sheets I have been analyzing this evening, some that have higher leverage (Debt-to-Assets), (Debt-to-equity), (Equity-to-Assets) ratios are #CBL, #RESI Front Yard Residential, #SRG Sertigate. This is not an exhaustive list just some I have found so far, I’m also not sure how they rank with others. I will continue to look through more REITs and call out any others I find worth mentioning. - Gekko5 - 2019-06-12 23:26:10 PDT

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It is funny how things change, 10 years ago some investors used to think and comment that mall REITs could have higher debt-levels because malls were considered more stable forms of income. How things change, right? #CBL now with its debt/asset level of 75% in the most recent quarter is highly leveraged making it challenging to fuel the necessary turn-around. - Kev B - 2019-06-22 11:46:53 PDT

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Is cbl though reducing its leverage with the sales of some malls each year? - heyyo - 2019-06-16 15:48:16 PDT


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Iron Mountain - Iron Mountain Announces Early Adopters for First-of-Its Kind Renewable Power Data Center Solution - News released on 12 Jun 2019 05:30:59 -0500 - REITNewsHeadlines - 2019-06-12 12:03:05 PDT - See full comment

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#IRM - Iron Mountain’s FFO (Nareit) decreased 13.6%, FFO (Normalized) decreased 6.9% and AFFO decreased by 8.1% during 2019 Q2 compared to 2018 Q2. Unfortunately this decrease has happened during the last four quarters! Is this a reason to be concerned about Iron going forward? - Molly23da - 2019-08-17 11:19:27 PDT

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Good old IRM :D - BlueBlue - 2019-06-16 19:20:41 PDT

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I bought #IRM after its fall from $36 to $31, I believe it will rebound. - Billy123 - 2019-06-12 12:03:05 PDT

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keep leading the pack #IRM - Gekko5 - 2019-06-12 21:50:03 PDT


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Cousins Properties Incorporated Press Release: Cousins Properties Signs 561,000 Square-Foot Lease For The Proposed Combined BB&T And SunTrust Corporate Headquarters In Charlotte - News released on 12 Jun 2019 10:05:16 -0400 - REITNewsHeadlines - 2019-06-12 11:37:26 PDT - See full comment

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Glad #CUZ is picking properties with strong tenants like SunTrust Corp! - Atopp - 2019-06-12 11:37:26 PDT

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QTS Ranked by Environmental Protection Agency as a Data Center Industry Green Power Leader - News released on Tue, 11 Jun 2019 13:01:25 +0000 (UTC) - REITNewsHeadlines - 2019-06-11 18:24:38 PDT - See full comment

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#QTS looks poised to grow in 2019, take a look at how it invested and grew its assets during 2018, yet it wasn’t reflected in its 2018 Revenue growth. I believe the investments the company has made in 2018 will come through this year in growth. - Sem_Sem - 2019-06-11 21:00:20 PDT

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#QTS has remained reasonably prices during Q1 & Q2 compared to the rest of the market. - LLNN - 2019-06-16 20:46:40 PDT

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Congrats #QTS! - deadtom - 2019-06-11 18:24:38 PDT

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Digital Realty - MC Digital Realty Announces Grand Opening Of New Data Center In Osaka - News released on 11 Jun 2019 00:01:23 -0500 - REITNewsHeadlines - 2019-06-11 09:33:52 PDT - See full comment

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This is a huge facility by #DLR “The four-story facility is reinforced with seismic isolation systems, spans over 23,000 square meters, and will deliver up to 28 megawatts of total IT capacity.” And a huge presence the company had in JP. “MC Digital Realty now operates four data centers in Japan – two each in the Tokyo and Osaka metros – and owns strategic land holdings in Osaka that will support the development of up to 55 megawatts of additional IT capacity.” - LLNN - 2019-06-11 09:33:52 PDT

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Digital Realty is up today based on this news so I will wait a couple of days to observe price. - BlueBlue - 2019-06-11 13:30:07 PDT


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Plymouth Industrial REIT, Inc. Press Release: Plymouth Industrial REIT Completes Acquisition of Multi-Tenant Industrial Building in Indianapolis for $17.1 Million - News released on 11 Jun 2019 06:33:17 -0400 - REITNewsHeadlines - 2019-06-11 08:55:31 PDT - See full comment

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Great to see this acquisition by #PLYM seems like a great property “The 484,879-square-foot industrial building on Sam Jones Expressway is 100% leased and located in the Southwest submarket in close proximity to the Indianapolis International Airport. The property serves as the national headquarters for Phoenix Material Management, a provider of container management solutions to manufacturers and distributors, and includes California-based Quemetco Inc. as a tenant, a subsidiary of RSR Corporation that recycles lead-based batteries.” - LLNN - 2019-06-11 08:55:31 PDT

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Yes, lots of room to grow Rken, they are currently only in 10 states mostly in the Eastern half of the US. - Kev B - 2019-06-18 22:23:23 PDT

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Lots of room for Plymouth to grow! - Rken - 2019-06-11 16:34:51 PDT


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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 - See full comment

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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 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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#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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Uniti Group Inc. to Participate in the Wells Fargo Securities 2019 5G Forum - News released on Thu, 06 Jun 2019 16:16:54 -0400 - REITNewsHeadlines - 2019-06-07 21:07:26 PDT - See full comment

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I wonder if the issues going on right now with Huawei’s 5G will have any effect on UNIT’s stock price. What do you guys think? - deadtom - 2019-06-07 21:07:26 PDT

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Good question, I have seen #UNIT refer to 5G in their presentation (available on their site), but I have not seen data on how they are positioned for 5G coverage. Maybe it’s there but I don’t get the technical data behind it. The company still has great geo coverage, it’s unfortunate how much the Windstream bankruptcy is impacting the REIT. In Uniti’s first quarter presentation they call-out: Windstream Revenue Represents 63% of Expected 2019 Total Uniti Revenue. (2)(3). (2) Excludes amortized revenue related to tenant capital improvements. (3) Assumes the Windstream lease continues in full force and effect, and that Windstream continues to make all lease payments on time and in accordance with the Master Lease’s general terms. - 777i - 2019-06-07 23:30:03 PDT


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Camden Property Trust Press Release: Camden Property Trust Prices $600 Million 3.150% Senior Unsecured Notes Due 2029 - News released on 6 Jun 2019 16:21:45 -0400 - REITNewsHeadlines - 2019-06-07 17:33:06 PDT - See full comment

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This is good news, #CPT, negotiated this Senior unsecured note at 3.150% which is at a lower interest rate than their other notes [ 4.78% Notes, due 2021; 3.15% Notes, due 2022; 5.07% Notes, due 2023; 4.36% Notes, due 2024; 3.68% Notes, due 2024; 3.74% Notes, due 2028]. Good job Camden, and keep it up! - Fyryr - 2019-06-07 17:33:06 PDT

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Hi Fyryr, Camden is doing a good job, but isn’t its valuation starting to get too rich? - Molly23da - 2019-08-17 11:22:15 PDT


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Have REIT stock prices been increasing compared to their FFO, are we paying much higher P-FFO multiples now than last year? Is this a good indicator if the market is overheated? - Atopp - 2019-06-07 13:56:10 PDT - See full comment

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Looking at the numbers up until Q1 2019, the stock price to Funds-From-Operations of REITs has been higher (until Q1 2019) compared to 2018, but when you look at the historic P/FFO since 2010 you can draw a straight line across it. In other words, although in Q1 2019 it has been higher than 2018 due to a strong market, what we saw in Q1 2019 is not out of the ordinary P/FFO ratios compared to the last 9 years. I do look forward to seeing Q2 2019 P/FFO numbers as I suspect that it will be higher than anything we have seen during the last 9 years, but after that looking at historic data I suspect we will see a retraction in the P/FFO ratio again within 1-to-2 quarters. This, of course, is just my humble opinion. - LLNN - 2019-06-09 11:41:50 PDT

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Many REIT prices have been above Q1 levels, but for many REITs there was also an improvement in the AFFO so the ratio won’t have been as big a change as the price looks like. However, many stocks are setting new 52 week high prices. - Omick99 - 2019-06-10 10:38:28 PDT


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Essential Properties Realty Trust, Inc. Press Release: Essential Properties Realty Trust, Inc. Increases Quarterly Dividend to $0.22 Per Share, a 4.8% Increase Over Prior Quarter - News released on 7 Jun 2019 06:33:28 -0400 - REITNewsHeadlines - 2019-06-07 12:25:57 PDT - See full comment

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Fantastic news! With this hike, #EPRT has a dividend yield of around 4% at the current stock price. - LLNN - 2019-06-08 14:08:29 PDT

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LEXINGTON REALTY TRUST Press Release: Lexington Realty Trust Receives 2019 NAREIT Bronze Investor Care Award - News released on 6 Jun 2019 16:23:27 -0400 - REITNewsHeadlines - 2019-06-07 09:38:25 PDT - See full comment

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#LXP for the long run, not planning on selling anytime soon. - Atopp - 2019-06-08 14:18:04 PDT

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Great work #LXP! - Rocco64 - 2019-06-07 09:38:25 PDT

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Congratulations #LXP. What exactly does the NAREIT Bronze Investor Care Award mean? Are there metrics to define winning this award? Is it based on investor generated returns or about putting investor’s interest ahead of others? Does it measure how they cared for the investor trailing 1 year? I’m asking since I legitimately don’t know, not to remove any credit away from Lexington’s accomplishment. - Fyryr - 2019-06-07 17:17:16 PDT


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Is Sotherly Hotels Inc. (#SOHO) undervalued? - BlueBlue - 2019-06-06 08:57:26 PDT - See full comment

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Sotherly Hotels #SOHO is growing but at thecost of high leverage which is in line with a small reit pushing growth. - Billy123 - 2019-06-30 19:25:51 PDT

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#Soho has a low fair valuation as the company is carrying a debt level with a coverage ratio of 1.98, and yoy the coverage ratio has deteriorated 10%. The price to FFO adjusted valuation of 6.6, is reflective of this risk compounded by Sotherly Hotels being a microcapital REIT with 12 properties. - Oppa Norm - 2019-06-28 18:20:16 PDT

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Interesting how #SOHO stock increases than has sudden strong swings, like dropping 3.4% yesterday. It may be because is a microcap stock. Likewise at times it has strong similar price increases. - Rocco64 - 2019-06-14 10:53:46 PDT

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A couple of my thoughts on #Soho. It is a micro-cap size reit focused on one type of asset, hotels. This concerns me as hotels are a cyclical industry, and the tourism industry goes through ups and downs, and Soho being small ($493 Million in Assets in 2018) it concerns me their ability to withstand these cycles. Also, the REIT has 12 hotels spread across eight states for [Florida, Georgia, Indiana, Maryland, Virginia, North Carolina, Pennsylvania, and Texas] that concerns me there aren’t sufficient economies of scale spread out this much. In their 5/7/2019 First Quarter report, they adjusted down their 2019 Guidance for FFO per common shares and units from Low Range $0.98 and High Range $1.02; to the revised 2019 Guidance of Low Range $0.91 and High Range $0.95. The call out in the report that "We are revising guidance solely to account for the recent issuance of the Series D Preferred Stock and the anticipated redemption of the 7.25% Notes. The guidance is predicated on estimates of occupancy and ADR that are consistent with the most recent 2019 calendar year forecasts by STR for the market segments in which the Company operates." They did, however, maintain their Adjusted FFO per common share and unit 2019 Guidance the same at Low Range $1.02 and High Range $1.08. - Gekko5 - 2019-06-06 21:39:01 PDT

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#SOHO average occupancy rate across its 12 hotels has been 69.9% in Q1’19, 66.9% in Q4’18, 71.6% in Q3’18, it seems to be dragged down by some its hotel, mainly the DoubleTree by Hilton Laurel in Laurel, Maryland, the Hotel Ballast Wilmington, Tapestry Collection by Hilton in Wilmington, North Carolina, the Sheraton Louisville Riverside in Jeffersonville, Indiana, and the The DeSoto in Savannah, Georgia. This overall occupancy seems pretty soft, and for these hotels, it’s below the national average, although I’m not sure how they compare to hotels in those specific regions. Either way, although I like Sotherly Hotels as a company, and I think they have some beautiful and unique hotels, the current numbers are not attractive enough for me as an investor. - Wallbird - 2019-06-06 23:53:38 PDT

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Hi @Gekko5, what you call out are risks that #SOHO management called out in their report’s Risk Factors section: "Risks Related to Our Business and Properties If the economy falls into a recessionary period or fails to maintain positive growth, our operating performance and financial results may be harmed by declines in occupancy, average daily room rates and/or other operating revenues.... We own a limited number of hotels and significant adverse changes at one hotel could have a material adverse effect on our financial performance and may limit our ability to make distributions to stockholders." - AI_AI - 2019-06-06 22:09:41 PDT

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I think they are still pretty small compared to other reits. They have about 12-13 high-quality hotel properties across multiple states. - Gekko5 - 2019-06-06 19:14:34 PDT

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What do you guys think are some of the best mortgage REITs available today? - 777i - 2019-06-05 19:22:19 PDT - See full comment

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I’ve had a hard time finding mREITs that can consistently increase dividend payment values over long periods. Some mREITs which I know have a history of increasing dividends are #ACRE (Ares Commercial), #ABR (Arbor Realty), #Loan (Manhattan Bridge Capital), #HASI (Hannon Armstrong), and somewhat #NRZ (New Residential Investment). - Fyryr - 2019-06-15 00:01:11 PDT

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With mortgage rates dropping do we expect this to hurt mREITs? What do you guys think? Article from MarketWatch states “mortgage rates have continually fallen throughout 2019 to date. Currently, the 30-year fixed-rate mortgage is averaging 3.82%, roughly a two-year low, according to Freddie Mac.” Source: https:www.marketwatch.com/story/mortgage-rates-are-dropping-so-why-arent-more-people-buying-homes-2019-06-14?mod=mw_theo_homepage - Atopp - 2019-06-14 11:11:43 PDT

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Have there been mREITs that have performed as consistently well as their equity REIT counterparts? - Faston - 2019-06-11 21:36:16 PDT

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Annaly’s (#NLY) Core earnings (excluding PAA) for 1st quarter’19 was $0.29 per average common share. Even though they paid dividends of $0.30 per common share in the first quarter; they already pre-announced an expected quarterly common stock dividend of $0.25 per common share for the remainder of 2019 beginning with the second quarter ( subject to the discretion and approval of our board of directors). I like NLY, but let’s see if they will be able to pay the $0.25 going forward or it will require future decreases. - Rocco64 - 2019-06-08 22:37:25 PDT

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Thanks for the input guys. For me, I have some difficulty when analyzing mREITs if I should compare their dividend payout to EPS, or to Core Earnings (a non-GAP measurement). I’m not sure if I agree or understand all the deductions in the Core Earning’s calculations, for example: "Core earnings is used by management to evaluate the Company’s performance without taking into account: 1) realized and unrealized gains and losses, which although they represent a part of the Company’s recurring operations, are subject to significant variability and are generally limited to a potential indicator of future economic performance; 2) incentive compensation paid to the Company’s manager; 3) non-capitalized transaction-related expenses; and 4) deferred taxes, which are not representative of current operations." And some mortgage reits look twice as good when using the Core Earning numbers versus EPS. - 777i - 2019-06-07 23:03:27 PDT

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I bought #DX at $7.16 a while back and it is now trading at $5.66. Glad it was a small starter position, but I’m not looking to buy more into this mREIT until I see some improvements. - AI_AI - 2019-06-06 22:20:48 PDT

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#DX just announced the implementation of reverse stock split. - LLNN - 2019-06-07 11:54:20 PDT

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I own #NLY for the long long haul, even though it has had its recent ups and downs. - Gekko5 - 2019-06-05 23:42:30 PDT

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Gladstone Land Announces Acquisition of Blueberry Farms in Michigan for $7.8 Million and Expectation of Minimal Impact from Trade Tariffs - News released on Wed, 05 Jun 2019 12:17:51 -0400 - REITNewsHeadlines - 2019-06-05 14:05:49 PDT - See full comment

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Hi @Jon7421, the thing is based on my calculations is that #LAND with its current Adjusted FFO, doesn’t have much room to increase its dividends. The REIT is already paying-out 99.25% of if its first-quarter AFFO in dividends. If it raises that value during one good quarter, it may not be able to cover it the next couple of month if their AFFO decreases. The company has focused on investing/buying new farmlands, and I guess that is the crucial thing at this point, that it continues to increase its portfolio. Take a look, for example, how much its assets have grown, on 12/31/2011 company’s total assets were $32,768,277, in 12/31/2018 it was $565,119,000. So management seems to be focused on growth. - AI_AI - 2019-06-05 20:51:41 PDT

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Now if they would only increase their dividends. - Jon7421 - 2019-06-05 14:05:49 PDT

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What is the difference between when a REIT says a lease is a Net Lease or a triple net (NNN) lease? - ReaderBeliever - 2019-06-04 19:55:01 PDT - See full comment

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Some of my favorite REITs like #O are triple net lease. - Davestew - 2019-07-07 20:48:42 PDT

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Triple Net lease is commonly used in retails (e.g stores) and commercial (e.g. offices) real estate rental agreements, while gross/standard lease agreements are commonly used for residential (e.g. multifamily, single homes, apartments) leases. - LLNN - 2019-06-04 23:17:05 PDT

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Triple N can offer benefit to both the REIT which owns the property and the tenant. For the REIT it means they can be more hands-off the property and have more clear steady cashflow from the property as unexpected maintenance is taken care by the renter. - Omick99 - 2019-06-05 12:24:09 PDT

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In a Triple Net lease agreement, besides paying for the rent the tenant of the building is also responsible for paying: 1) the property tax of the building or unit being rented, 2) the building’s or unit’s insurance, 3) and taking care of the maintenance and/or repairs necessary for the property while they are renting it. These three components are the triple nets (NNN) of the property. If a tenant is only responsible for one or two of these costs (besides the rent) than it is either a single net lease or a double net lease. - Atopp - 2019-06-04 22:57:59 PDT

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What should we expect of REIT stock prices now that the market sentiment is that the Feds will jump in to reduce interest rates if necessary to support the economy? - Billy123 - 2019-06-04 18:22:46 PDT - See full comment

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The market is going strong today with news that Trump will not impose tariffs on Mexican imports, for now. With these events I wonder if the Feds will hold of on interest rate cuts? - Billy123 - 2019-06-10 12:50:29 PDT

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I have a long list of REITs I want to to buy, but at current prices I don’t have the confidence. It is hard for me to imagine there will not be a correction. I don’t want to left stranded having bought them at high tide prices. - Kev B - 2019-06-05 09:28:27 PDT