*Login to contribute


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.


Results(10) #ARE

What’s on your mind?

by @
Please become familiar with our Community Terms of Use before posting.

Profile-Icon
Hey REITNoters, which REITs have high tech companies as tenants? - Mrinvesta - 2020-04-11 19:47:09 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
After hours market trading down so hope to get some good prices on Monday! - LLNN - 2020-04-13 01:22:28 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
today was flat. - wolfman82 - 2020-04-23 18:35:12 PDT

Profile-Icon
#LXP had an office building with Amazon’s customer service team, but they announced yesterday that they sold it. - JohnforkO - 2020-04-18 15:41:18 PDT

Profile-Icon
Definitely some good deals today - 777i - 2020-04-13 10:15:57 PDT

Profile-Icon
Among the top tenants of Vornado are Facebook, Bloomberg, Google/Motorola Mobility, Verizon, and Amazon. #VNO is on my buy list! - CapitalKing - 2020-04-12 17:37:21 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
I read an FT report today which had an interesting quote which I had never thought about "The value of al real estate is more than all the world’s stocks and bonds combined." That is pretty impressive if you think about it, but makes complete sense. https:www.ft.com/content/9dd88a86-7a80-11ea-af44-daa3def9ae03 - philmore - 2020-04-12 17:12:38 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Alexandria Real Estate Equities #ARE has about 13% of its portfolio in tech tenants, such as Facebook, Uber, Stripe, MIT in its top tech tenants, other tenants on the top of its list are pharmaceutical companies with 23% of the portfolio like Bristol-Myers Squibb, Takeda, Eli Lilly, Novartis, Merck, Roche, and Pfizer. - AI_AI - 2020-04-12 11:46:25 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
I bought #ARE on the drop today. Love this REIT! - 777i - 2020-04-13 10:13:10 PDT

Profile-Icon
#AAT American Assets Trust’s largest tenants include Google, Autodesk, SmartSheets, VMWare, Genentech, and GE Healthcare - Faston - 2020-04-11 23:05:53 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.

Profile-Icon
GEO Group, Inc. Press Release: The GEO Group Declares Quarterly Cash Dividend of $0.48 Per Share - News released on 6 Apr 2020 06:47:41 -0400 - REITNewsHeadlines - 2020-04-06 15:08:55 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
This equals out to about 17% dividend yield! #GEO is also holding its dividend value no decrease compared to previous payments so far. - AI_AI - 2020-04-06 15:08:55 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
I got paid dividends by #GEO last Friday, and fell into my account already today, ready to reinvest it! - Kyuie - 2020-04-27 20:08:21 PDT

Profile-Icon
I’ve bought #GEO, what I’m trying to buy more of before the all rebound are the ones that have strong market cap values, tendency to increase dividends and low dividend yield due to their high prices, this is my list #O, #HIW, #AAT, #AVB, #CPT, #UDR, #MAA, #DEA, #ESS, #DEI, #PSB, #CCI, #DLR, #CONE, #EGP, #DRE, #ARE, #PLD, #FR, #SUI, #ELS, #COLD, #TRNO, and #REXR for now. However, I am buying other stocks in the mix and trying to time this as best I can. - Kev B - 2020-04-07 01:14:44 PDT


Profile-Icon
Alexandria Real Estate Equities, Inc. Press Release: Alexandria LaunchLabs - AgTech, the Premier Platform Accelerating the Growth of Early-Stage AgTech and FoodTech Companies, to Award $100,000 AgTech Innovation Prize - News released on 15 Jan 2020 09:22:52 -0500 - REITNewsHeadlines - 2020-01-15 19:19:24 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
I received my dividends from #ARE Alexandria today! Always nice! I also got paid by #VER, #KRC, #APTS, #STAG, #BRX, #IRET, #FPI today! I love to see this money coming in! - Kodibearb - 2020-01-15 19:19:24 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.

Profile-Icon
REITs outperformed the S&P500 so far this year! - Rken - 2019-10-09 00:07:42 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
I bought #ARE Alexandria RE this week, and glad to see it trending up post acquisition. - Rken - 2019-10-18 12:25:56 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
#ARE is almost back at its full price. - AI_AI - 2020-04-12 11:59:15 PDT

Profile-Icon
Some REIT’s stock prices like #ARE are holding up much better than others during this COVID19 time. - Billy123 - 2020-03-25 22:21:03 PDT

Profile-Icon
Take a look at how well REITs like PS Business Parks #PSB has done this year. Not only that they are a good company with good fundamentals. - Kenbeertt - 2019-10-12 23:12:19 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
Hi Rocco64, #PLD has a market cap 12x larger than #PSB, I also get the feeling that PSB is focused on both office and industrial properties as PLD is focused on industrial centers. Both REIT’s stock prices are trading at multiples of ~25x FFO, although PSB trades in lower multiples than PLD currently. I like that both companies have a history of bumping their dividend value frequently. - BlueBlue - 2019-11-17 19:24:35 PDT

Profile-Icon
How does #PSB compare with #PLD? - Rocco64 - 2019-11-17 10:34:55 PDT

Profile-Icon
I have seen several reports on REITs outperforming the broad market, not sure why it hasn’t made REITs more attractive to investors. - Fifthtime - 2019-11-05 06:01:42 PDT

Profile-Icon
Nareit reported on 10/3: “REITs outperformed the broader stock market in the third quarter of 2019, according to Nareit. The FTSE Nareit All REITs Index , the broadest U.S. REIT index containing both equity and mortgage REITs, gained 7.24% on a total return basis in the third quarter and 27.37% in the first nine months of 2019, compared to the S&P 500’s respective gains of 1.70% and 20.55%.” - Rken - 2019-10-09 00:09:06 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
Does this take into account dividend yield? - Omick99 - 2019-10-09 09:33:10 PDT


Profile-Icon
Alexandria Real Estate Equities, Inc. Press Release: Alexandria Real Estate Equities, Inc. Selected by the City of Seattle to Transform the Mercer Mega Block Into a Community-Oriented, Amenity-Driven Mixed-Use Campus Uniquely Designed to Stimulate Co - News released on 17 Sep 2019 08:33:31 -0400 - REITNewsHeadlines - 2019-09-17 08:43:36 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
This will be a huge development, 3 street block, in a top quality area of the city where #ARE already has top properties! - Billy123 - 2019-09-17 08:43:36 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
#ARE is building these properties from the ground up so I would expect margins to be better than if they had acquired a low cap rate office/mix-use asset in Seattle. - AI_AI - 2019-09-18 21:10:45 PDT

Profile-Icon
I’m waiting for their next downtrend to buy some shares. - Rocco64 - 2019-09-17 21:31:11 PDT


Profile-Icon
Which REITs do you think are best managed? - RoTtom - 2019-09-06 11:47:25 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
Some of the best-managed REITs are #PLD #O #TRNO #ADC #NNN #ARE #STOR although this is not my exhaustive list. - LLNN - 2020-03-29 10:53:02 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
#O for the long haul. - Rocco64 - 2020-04-13 21:24:05 PDT

Profile-Icon
I bought #NNN and #O today! - 777i - 2020-04-13 10:14:12 PDT

Profile-Icon
DEA and O also. - Rocco64 - 2019-09-13 10:17:54 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
#PSA PUblic Storage, #ACC American Campus Communities, #ESS Essex Property Trust, and #WELL WellTower - Kev B - 2019-09-08 09:38:11 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Take as an example a REIT like #LMRK Landmark Infrastructure Partners LP, they have 153K Wireless communication towers, 165K outdoor advertising locations, and 48K renewable energy generation locations (solar panels, wind turbines). These three types of infrastructure are distinct from each other, wouldnt #LMRK’s operational costs be more expensive than a company focused on only one of the three infrastructures? - Fifthtime - 2019-09-07 09:48:26 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
#PLD is one on top of my list. - RoTtom - 2019-10-10 19:11:29 PDT

Profile-Icon
I see what you mean but it depends. Maybe one or two of those sectors have lower operational cost that another reducing overall operation costs. - RoTtom - 2019-09-09 12:06:03 PDT

Profile-Icon
#Cuz has one of the highest efficiency ratios in general & administrative costs to revenues. - 777i - 2019-09-06 22:33:15 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
Also #AVB AvalonBay Communities, Inc. - 777i - 2019-09-06 22:34:01 PDT


Profile-Icon
Which REITs do you consider are value investments right now for the long term? - Gekko5 - 2019-08-27 21:06:57 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
SL Green Realty Corp #SLG which is Manhattan’s largest office landlord, declared they are now becoming monthly instead of quarterly!! This is awesome news. They also declared a monthly dividend of $0.295 per share of common stock. The dividend is payable on April 15, 2020 to shareholders of record at the close of business on March 31, 2020. Here is a quote from their press release: “We endeavor to reward our shareholders with a consistent dividend while recognizing the need to maximize liquidity,” said Matt DiLiberto, Chief Financial Officer of SL Green. “Modifying our dividend policy from quarterly payments to monthly payments will allow us to better match our distributions to the operating cash flow we recognize in this current market environment.” - CapitalKing - 2020-04-07 00:46:53 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
#SLG Q1 2020 results: Funds from operations, or FFO, of $2.08 per share for the first quarter, which includes the recognition of $37.7 million, or $0.46 per share, of incremental income from Credit Suisse at 1 Madison Avenue representing rent through December 31, 2020, offset by $11.2 million, or $0.14 per share, of reserves against the Company’s debt and preferred equity portfolio related to the potential sale of certain investments and the implementation of the Current Expected Credit Loss, or CECL, regulations. FFO for the same period in 2019 was $1.68 per share. - JohnforkO - 2020-07-04 16:56:24 PDT

Profile-Icon
#EPR dropped -2.23% today, #WPC is down -1.12% today, #STOR is down -1.59% today. All three are interesting buys to me. - CapitalKing - 2019-09-09 20:04:56 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Essential Properties Realty Trust, Inc. #EPRT is a newcomer which I see potential. - AI_AI - 2019-09-08 10:11:00 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Market is all over the place today! Some REITs continue to go even higher which worries me while other REITs are in the red. Market is pessimistic today but imagine it will turn around again a couple of times this week. - Billy123 - 2019-09-03 09:11:27 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
I spent some time traveling and in malls during this Labor Day weekend, I was glad to see the malls busy, makes me optimistic about mall REITs. - Rken - 2019-09-02 08:29:41 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Earlier in the week I mentioned I was planning on buying #PLD & #EGP as I see them as long term value-added stocks. This Friday I bought both of them, the price may drop some in following weeks month, but long term I see it going much higher. - Kev B - 2019-08-31 14:18:56 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
I have some similar ones on my last list as you guys, and some additional ones: #EGP, #PLD, #BDN, #EPR, #NHI, #GTY, #SLG, #NNN, #WPC, #ADC, #ARE, #STOR, #FRT, and #O. All of these options are sound long term investment options, in my opinion. - CapitalKing - 2019-08-28 21:31:04 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
I would also add #DRE to this list! - Davestew - 2019-09-07 22:10:45 PDT

Profile-Icon
Hard to get these stocks at a discount. - LLNN - 2019-08-29 09:54:48 PDT

Profile-Icon
I would add #GLPI to your list. - Atopp - 2019-08-29 09:46:17 PDT

Profile-Icon
For me it is #SLG right now, SL Green is trading at its lowest levels since January 2019. This king of new york office space is undervalued compared to other office REITs. - Davestew - 2019-08-28 19:56:12 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
#FRT pulled back during las week and is a buy. Today though starting to show recovery. It’s a stock to go long. - Rken - 2019-08-28 13:10:23 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
WPC, O & VTR. - Kyuie - 2019-08-27 22:54:39 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Here are my picks at the moment, listed below: - Kev B - 2019-08-27 21:33:40 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
#EPR - Entertainment Properties Trust, Inc. Although I already acquired EPR at a much lower price, I still believe this REIT is undervalued compared to other REITs and with an P/AFFO of 13.5x. I like that EPR pays dividends monthly and has grown its dividend value by 8.4% over the last 3 years. This is smaller than the other REITs on my current list but still attractive. It also has a good dividend yield of 5.8%. I like the diversification of EPR’s portfolio ( 46% entertainment, 33% recreation, 18% education, and 3% others) which is different from other REITs. In total it has 417 locations across 43 states and Canada, with over 250 tenants. Its AFFO payout ratios have been trending up lately which I don’t like, it when from 58% in Q2 2018 to 83% in Q2 2019, although in 2015 & 2016 it was in the 80-85% ratios also. Its AFFO declined 28% in Q2 2019 compared to Q2 2018, which may also be holding its current stock price down. On the positive side, EPR has a well-laddered debt maturity schedule with no debt maturing until 2022. - Kev B - 2019-08-27 23:18:58 PDT

Profile-Icon
#BDN - Brandywine Realty Trust, has a RR overall score of 8.2, from my current list it is probably one of the few REITs which has a stock price which is declining steadily since 2018, and currently trading at only 10 P/FFO. With this level of P/FFO there is plenty of room for valuation of the stock if the market gains the confidence of the stock. With the stock price declining today another 1.33%. The current dividend is at ~ 5.386%. However, dividend payment values have increased by about 22% over the last 3 years, the dividend/payout ratio is still at 50%, and its been paying consistently it for over 21 years. The avg. coverage ratio is 4.45 although last years was better at 5.1. The company has only grown its assets total value by about 1.9% YoY. BDN tenants come from a diversified set of industries with its top 20 tenants representing 32.6% of its total annualized rent. Its largest tenants are IBM, Inc, Comcast Corporation, FMC Corp, Pepper Hamilton LLP, CSL Behring, LLC, and other like Northrop Grumman Corp, KPMG, LLP, and PricewaterhouseCoopers LLP. One concern for me is that in 2020 19% of its total debt will reach maturity, and in 2023 26.4%, and in 2024, 11.8%, I would hope BDN would have a more spread out debt maturity schedule. - Kev B - 2019-08-27 22:43:03 PDT

Profile-Icon
#PLD - Prologis, Inc, I’m adding this industrial REIT to my buy list. Some of the things I like about it are that is has a RR overall rating of 9.4, and Credit Ratings of A-/A3. Its RR Dividend Payment Growth score is 10, due to its 23% dividend value growth over the last three years. The dividend yield is only 2.56% currently, but in 20-30 years, I would expect it to pay attractive dividend yields on my current investments. PLD has been paying dividends for over 21 years, 21 being the time horizon I’m looking at, but it may be much longer than that. PLD has over 3,770 building and 5,100 customers, across 19 countries, with 96.8% al occupancy. PLD has high liquidity in its balance sheet, and an average coverage ratio of 12.63 according to my analysis. The companies customers are well-diversified across industries, and the top 25 customers represent 19% of the net effective rent of PLD. The company also has an efficient G&A expense ratio compared to its revenues. With eCommerce and delivery services increasing, I believe PLD has additional space to grow for years to come. - Kev B - 2019-08-27 22:05:27 PDT

Profile-Icon
#EGP - EastGroup Properties, Inc.this industrial REIT (87% comprised of business distribution buildings) has been around for a long time (50 years), the dividend is only 2.34% currently but has increased 20% over the last three years. So since I’m investing with a long horizon, if the company keeps this discipline in the future, it will be worth more. EastGroup’s operating portfolio was 97.3% leased to approximately 1,500 tenants, with no single tenant accounting for more than approximately 1.1% of the Company’s income from real estate operations, which is a great stabilizing sign. The company has increased its FFO about 7.44% in the last two years and kept a 58-61% dividend to FFO payout ratio in the previous four years.
Eastgroup overall RR of 8.8, and the REIT is trading at P/FFO 25.7, which is higher than I like but inline with a more stable REIT like this one. - Kev B - 2019-08-27 21:41:35 PDT


Profile-Icon
Which REITs are trading at a good price today? Looking for good REITs trading a single day dip / discount. Thanks. - Atopp - 2019-08-23 11:56:41 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
This past Friday Extra Space Storage, Inc. (#EXR) broke its August price increase momentum and had a 1.2% price drop. At $119 it’s more than I would like to pay for it. - AI_AI - 2019-09-08 10:01:46 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Drastic change from last week’s market were everything is back on the rise. - LLNN - 2019-08-29 09:50:32 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
While the market had lots of reds today, some REITs like #EPR, #WPC, #NNN, #BPR were flying high. - Mrinvesta - 2019-08-27 19:35:51 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
CNBC article states "A sell-off worse than December can arrive in a week, says analyst who is predicting ‘Lehman-like’ drop"
PUBLISHED MON, AUG 26 2019 by Yun Li. https:www.cnbc.com/2019/08/26/lehman-like-drop-nomuras-masanari-takada-warns-it-could-happen-in-a-week.html What do you guys think? - Mrinvesta - 2019-08-26 23:08:35 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
We know it’s not the end of these back and forth negotiations “one minute the negotiations are making progress, the other moment the deal falls thought.” Not sure why these short term callouts should make such a rattle in the market. I see these as opportunities to buy what others are selling for below current market prices. - Rocco64 - 2019-08-26 13:09:22 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Some of the top-ranked REITs showed they can hold to their support levels on Friday while the rest of the market continued to move lower. #ADC Agree Realty is an example of one that went green for the day at +0.65% gain. #EGP, #ARE, #DRE, and #PLD showed good market demand at their support levels. On Monday I want to see how they behave compared to the rest of the market. Will they continue to hold strong or will some drop while market picks up to balance things out? - CapitalKing - 2019-08-25 11:22:51 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
On Friday, I placed several orders, I placed my buy price low at a stretch price, out of fear that the stock price would go lower than my offer price. As a result, several of my orders didn’t get fulfilled on Friday. I will place them again on Monday, although with the recent trends I imagine the market would rebound by Monday. - Fifthtime - 2019-08-24 08:23:18 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
Barron’s article this morning “The Dow Is Rising Because Trump Said China Wants to Talk Trade.” I will hold off on buying some REITs until the next political disagreement starts. - Atopp - 2019-08-26 09:44:12 PDT

Profile-Icon
As expected market is rebounding this Monday morning after one tweet. - LLNN - 2019-08-26 07:48:08 PDT

Profile-Icon
I’d expect industrial REITs could be the first impacted by new trade tariffs, followed by office then residential REITs. That is if any tariffs are implemented. - Billy123 - 2019-08-23 15:41:02 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
Ventas #VTR ended the day 1.59% in the red, and #WELL 1.29% in the red. - Gekko5 - 2019-08-23 23:09:18 PDT

Profile-Icon
However, I would not expect any immediate impact on industrial REITs. - Billy123 - 2019-08-23 15:43:18 PDT

Profile-Icon
#ver finally fell below $9.50 where it had been holding tight. Today it lost 2.19 percent. - Omick99 - 2019-08-23 14:21:14 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
#VNQ is ~1.4 down, #wpc only 1.05% down, #qts down 2.6%! - Rocco64 - 2019-08-23 13:20:50 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
#WRI finished the day 2.5% lower at $26.45. - Billy123 - 2019-08-23 17:11:15 PDT

Profile-Icon
#FRT is -1.17 so far today. - LLNN - 2019-08-23 12:29:18 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
Hi Billy123, if Weingarten #WRI drops to $26.33, you will be able to get it at 6% dividend yield. That’s my hope and I know Atopp is also waiting for that :D - CapitalKing - 2019-08-24 17:01:18 PDT

Profile-Icon
Hi REIT Notes community, some REITs are down today as is the overall market after the latest tweeter storms. I’m looking to find good REITs that are trading at unusually good price or at least lower than recent trends. For example #dre is down 1.26%, #Stag is down 2.2%. - Atopp - 2019-08-23 12:04:47 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
#AHT is going from bad to worse fast on the stock market? Why? On Monday this week, Zack Ranked it as Buy. So I’m surprised by the different direction analysts are taking on Ashford. - Molly23da - 2019-10-10 20:06:57 PDT

Profile-Icon
Some of the biggest REIT price losers today that I’m tracking are #AHT (Ashford Hospitality trust): -7.25%, #UNIT (Uniti Group): -4.20%, #FSP (Franklin Street): -4.11%, so if you are interested in any of these REITs Monday may be a good time to get some share. Just hard to know if prices will sharply rebound on Monday, or further slide. - Gekko5 - 2019-08-23 23:15:43 PDT

Profile-Icon
Seem that for a moment this afternoon it had accelerated its decline but some have momentarily moved up such as #SRET. - Rken - 2019-08-23 14:05:10 PDT

Profile-Icon
#apts is down 3.5% for the day as of now. - LLNN - 2019-08-23 13:02:23 PDT


Profile-Icon
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

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

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

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
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

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
I like #BDN and #WRI and both stock price look good. - Star_Go - 2019-06-20 23:06:51 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
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

Profile-Icon
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

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
Realty Income #O has one of the strongest fundamentals among REITs. - CapitalKing - 2019-06-16 12:12:42 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
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

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Profile-Icon
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

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
I see #SBRA increasing value right now and I don’t think its worth it. - RoTtom - 2020-06-05 20:41:17 PDT

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

Profile-Icon
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

Profile-Icon
#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

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

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

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

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

Profile-Icon
#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

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
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


Profile-Icon
Alexandria Real Estate Equities, Inc. Press Release: Alexandria Real Estate Equities, Inc. Declares Quarterly Cash Dividend of $1.00 per Common Share, Up 3 Cents, or 3 Percent, Over 1Q19 - News released on 3 Jun 2019 08:33:35 -0400 - REITNewsHeadlines - 2019-06-03 10:09:02 PDT - See full comment

Write a Comment

by @
Please checkout our Community Terms of Use before posting.
Comments (Login to add a comment)

Profile-Icon
Like clockwork #ARE increases its dividends again! - Rocco64 - 2019-06-03 10:09:02 PDT

*Login to reply this comment


Write a Reply to a Comment

by @
Please become familiar with our Community Terms of Use before posting.
Reply to Comment

Profile-Icon
Yes, @Rocco64, you got to love #ARE predictability in increasing dividends. I got shares this week in the company. One thing about Alexandria that is great is how stable they keep their dividend/AFFO payout ratio in the 56% level, shows a well managed and calculated company. - Kev B - 2019-07-12 23:10:49 PDT

Profile-Icon
I don’t own #ARE because of its low dividend yield (caused by high stock price), however seeing how it is consistent to raise dividends this may be one to get. - Omick99 - 2019-06-03 12:22:16 PDT