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Results(44) #O

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S|T|O|R|E Capital Corporation Press Release: STORE Capital Announces September Rent Collections of 88% - News released on 22 Sep 2020 06:47:21 -0400 - REITNewsHeadlines - 2020-09-23 09:17:57 PDT - See full comment

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I purchased more #STOR shares yesterday, I believe this company is as good as #O but with less hype behind it. Don’t get me wrong I also love #O and in fact bought shares of #STOR #O and #NNN this week. - Kev B - 2020-09-23 09:17:57 PDT

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Realty Income Corporation - 108th Common Stock Monthly Dividend Increase Declared By Realty Income - News released on Thu, 17 Sep 2020 23:14:59 +0000 (UTC) - REITNewsHeadlines - 2020-09-18 20:45:43 PDT - See full comment

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Realty Income #O declared an increase in the company’s common stock monthly cash dividend to $0.2340 per share from $0.2335 per share. - CapitalKing - 2020-09-18 20:45:43 PDT

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OUTFRONT Media - OUTFRONT Media Brings Curated Content To Commuters With 'MOMENTS by OUTFRONT' - News released on 9 Sep 2020 08:11:01 -0500 - REITNewsHeadlines - 2020-09-12 15:13:21 PDT - See full comment

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OutFront’s RR is low not sure it was this low before they cut dividends but now it is. I own a small position on the company, will wait to see when they bring back their dividends. - LLNN - 2020-09-30 09:53:53 PDT

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I’m still waiting for OutFront to give a new position on their common stock dividends. "In order to preserve financial flexibility and liquidity in light of the current uncertainty in the al economy resulting from the COVID-19 pandemic, our board of directors has decided to suspend our quarterly dividend on our common stock but expects to meet or exceed our minimum annual 2020 REIT distribution requirements." #OUT - Kyuie - 2020-09-12 15:13:21 PDT

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Realty Income Corporation - Realty Income Provides Update On Rent Collection - News released on Wed, 02 Sep 2020 12:32:35 +0000 (UTC) - REITNewsHeadlines - 2020-09-04 10:42:50 PDT - See full comment

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Good work #O I’m happy to see Realty Incomes Contractual rent collected across the total portfolio 93.5% fo the month of August, and also the job numbers released for the economy today. Let’s keep this up! - Kev B - 2020-09-04 10:42:50 PDT

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Realty Income Corporation - Realty Income Prices $350 Million Of 3.25% Senior Unsecured Notes Due 2031 - News released on Mon, 06 Jul 2020 20:25:04 +0000 (UTC) - REITNewsHeadlines - 2020-07-12 08:38:26 PDT - See full comment

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Realy Income #O trading at $56 is a bargain again. - Mr.Opinion - 2020-07-12 08:38:26 PDT

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Spirit Realty - Spirit Realty Capital, Inc. Announces Quarterly Cash Dividend for Common and Preferred Stock - News released on Wed, 27 May 2020 20:05:50 +0000 (UTC) - REITNewsHeadlines - 2020-06-14 16:38:01 PDT - See full comment

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#SRC generated net loss of $(0.18) vs net income of $0.48 per diluted share, FFO of $0.72 vs $0.90 per share and AFFO of $0.78 vs $0.86 per share, compared to the same quarter in 2019. Collected approximately 70% of April 2020 Contractual Rent of $39.3 million as of May 1, 2020. Also the good news is they didn’t cut any Q2 dividends. - 777i - 2020-06-14 16:38:01 PDT

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I’m looking at #O and #NNN instead. - Atopp - 2020-06-28 09:14:17 PDT


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Universal Health Realty Income Trust Announces Dividend Increase - News released on Wed, 03 Jun 2020 18:57:04 -0400 - REITNewsHeadlines - 2020-06-04 12:10:57 PDT - See full comment

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This is why #O is such a loved stock! - RoTtom - 2020-06-05 14:00:44 PDT

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I’ve been loading up on #O during this pandemic. Long on #O as I believe management has the right mindset. - BlueBlue - 2020-06-04 12:10:57 PDT

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OUTFRONT Media - OUTFRONT Media Reports First Quarter 2020 Results - News released on 8 May 2020 05:01:04 -0500 - REITNewsHeadlines - 2020-05-08 22:14:43 PDT - See full comment

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#OUT - OUTFRONT Media Reports First Quarter 2020 Results. FFO was $44.7 million in the first quarter of 2020, an increase of $2.6 million, or 6.2%, from the same prior-year period, driven primarily by higher amortization of direct lease acquisition costs and real estate-related intangibles. AFFO was $40.0 million in the first quarter of 2020, an increase of $0.8 million, or 2.0%, compared to the same prior-year period, due primarily to lower interest expense and higher amortization, partially offset by lower operating income and higher cash paid for direct lease acquisition costs. - Kev B - 2020-05-08 22:14:43 PDT

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Realty Income Corporation - Realty Income Announces Operating Results For First Quarter 2020 - News released on Mon, 04 May 2020 20:07:25 +0000 (UTC) - REITNewsHeadlines - 2020-05-05 12:39:54 PDT - See full comment

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Realty Income #O, had very good Q1 results that is why their stock is higher today. AFFO per share increased 7.3% to $0.88, compared to the quarter ended March 31, 2019. Invested $486.0 million in 65 properties and properties under development or expansion, including $165.6 million in four properties in the U.K. As of March 31, 2020, our portfolio consisted of 6,525 properties located in 49 U.S. states, Puerto Rico and the U.K., and leased to approximately 630 different tenants doing business in 51 industries. The properties are primarily freestanding and leased under long-term, net lease agreements with a weighted average remaining lease term of 9.2 years. The company’s portfolio of commercial real estate has historically provided dependable rental revenue supporting the payment of monthly dividends. As of March 31, 2020, portfolio occupancy was 98.5% with 97 properties available for lease out of the 6,525, as compared to 98.6% as of December 31, 2019 and 98.3% as of March 31, 2019 - Kev B - 2020-05-05 23:58:35 PDT

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#o rebounded today, I bought some to lock the price in. - Omick99 - 2020-05-05 12:39:54 PDT

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National Retail Properties, Inc. Press Release: First Quarter 2020 Operating Results Announced By National Retail Properties, Inc. - News released on 4 May 2020 08:34:08 -0400 - REITNewsHeadlines - 2020-05-04 13:51:44 PDT - See full comment

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#NNN had great YoY results in their Q1 today. Core FFO increased to $0.70 from $0.67, and AFFO increased to $0.71 from $0.68. Unfortunately, though #NNN stock is down 4%, probably because of this "As of April 29, 2020, NNN has collected approximately 52% of rent originally due in April 2020 and certain tenants, representing approximately 37% of annualized base rent, have requested short-term rent deferrals of usually 30 to 90 days. NNN is negotiating terms with these tenants that would require deferred rental payments to be paid in late 2020 through late 2021." Lots of people are behind on the rent already in April! This will probably drive #NNN, #O, #VER, #SRC, and other similar REITs stock price down. - REITFocused - 2020-05-04 13:51:44 PDT

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Office Properties Income Trust - Office Properties Income Trust Announces First Quarter 2020 Results - News released on 1 May 2020 06:01:17 -0500 - REITNewsHeadlines - 2020-05-01 23:33:53 PDT - See full comment

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#OPI has a Q1 dividend to CAD payout ratio for the first quarter of 56.1% which is pretty healthy. In their Q1 2020 report they stated "We believe the near term impact to our company will not be material due to the strength of our tenant base, with approximately 62.2% of annualized rental income paid by investment grade tenants. More than half of our annualized rental income comes from tenants in essential industries like government, technology and communications, while we have minimal exposure to at risk industries, like retail, food service and office co-working." - womba - 2020-05-02 15:47:56 PDT

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Office Properties Income Trust #OPI had some big decreases this year’s quarter compared to last year! Per common share amounts (basic and diluted): Net income Q1 2020 $0.23 compared to Q1 2019 of $0.71; FFO Q1 2020 $1.34 compared to Q1 2019 of $1.50; Normalized FFO Q1 2020 $1.40 compared to Q1 2019 of $1.53; CAD Q1 2020 $0.98 compared to Q1 2019 of $1.11. - Kev B - 2020-05-01 23:33:53 PDT

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Orchid Island Capital Announces First Quarter 2020 Results - News released on Thu, 30 Apr 2020 16:56:32 -0400 - REITNewsHeadlines - 2020-04-30 22:04:14 PDT - See full comment

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Its got a 24% dividend yield at the moment, have they announced any cuts? - Davestew - 2020-05-01 22:44:30 PDT

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#ORC declared Q1 2020 Net loss of $91.2 million, or $1.41 per common share, which consists of: Net interest income of $19.1 million, or $0.30 per common share. Total expenses of $2.1 million, or $0.03 per common share. Net realized and unrealized losses of $108.2 million, or $1.68 per share, on RMBS and derivative instruments, including net interest income on interest rate swaps. - Kev B - 2020-04-30 22:04:14 PDT

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Washington REIT - Washington Real Estate Investment Trust Announces First Quarter Financial and Operating Results and Quarterly Dividend - News released on Wed, 22 Apr 2020 20:16:47 +0000 (UTC) - REITNewsHeadlines - 2020-04-23 13:21:09 PDT - See full comment

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An article today on Forbes by Sergei Klebnikov, was talking about how Icahn believes that the market will crash even further due to Coronavirus, and that Icahn is shorting commercial real estate. I guess I will wait before buying too many more stock now. - Muchomas - 2020-04-25 18:09:07 PDT

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I’m pleasantly surprised #WRE didn’t cut its dividends this quarter. - Atopp - 2020-04-23 13:21:09 PDT

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#WRE has a dividend yield of 5.58% and a REIT Rating total Scorecard of 6.1. Which for me means not worth the risk at this time. I can get Realty Income with a REITRating scorecard of 8.7, and a 5.5% dividend yield. #O is always increasing their dividends versus #WRE which is flat. - wolfman82 - 2020-04-23 18:44:25 PDT


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Are we at the end of the bear market already are stocks set to rebound? - YolpnoB - 2020-04-07 14:28:11 PDT - See full comment

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The market both Monday and Tuesday have been moving up, with REITs being overall in the green direction. I read now that the market may be turning its mood, so it may be back to red by Wednesday or Thursday. - AI_AI - 2020-04-28 10:18:57 PDT

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The market is all green today, this is just nonsense based on the latest unemployment numbers to come out today. I’ve been buying stock as I see opportunities but in my opinion, the market is going to hit bottom again once people realize how the economic impact is spreading across other sectors of the economy, not first impacted. I’ll try to hold off whenever the numbers are looking green because there will be more overall drops ahead, IMHO. - CapitalKing - 2020-04-23 10:04:41 PDT

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so Gilead’s experimental coronavirus drug results didn’t go well and that is killing the hopes of the market and reviving the bear! - wolfman82 - 2020-04-23 18:37:37 PDT

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I read an article today on Yahoo! Finance about an Oppenheimer analyst recommending #OUT as one of the 3 dividend stocks to buy right now. https:finance.yahoo.com/news/3-big-dividend-stocks-yielding-142408351.html #OUT is not even on my top 30 list of REITs to buy right now because of a lot of factors which I didn’t even see touched on in this article. Just take a look at the break down of OUT’s REIT Rating score on its profile page. There are a lot of stronger REITs to buy for equal dividend yield. - WowReits - 2020-04-21 15:54:16 PDT

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I got paid dividends by many reits today, will invest the money back in more REITs tomorrow. - womba - 2020-04-15 13:41:58 PDT

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#Land announced a dividend raise and has been paying consecutive dividend for 80 some periods. That is pretty good! Plus I think farms probably become more valuable during all this crisis! - Rken - 2020-04-14 19:31:16 PDT

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Hard to know. Some analysts today were saying we have already hit the bottom of the bear market others are saying this was a fake rally and that stocks will drop a lot again. I bought #FR and #SUI today as a long term hold. - BlueBlue - 2020-04-13 16:25:53 PDT

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#SUI may be a good bet as the lowest denominator in the residential field, plus it is a really well managed REIT with well-managed properties. - Muchomas - 2020-04-25 18:15:44 PDT

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I’m feeling left out of the market, it is at a midpoint where it is very unattractive to invest because deals are not so great anymore, but all may drop again. - RoTtom - 2020-04-09 09:26:19 PDT

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there is a chance some stock may try to jump tomorrow morning due to the economy reopen plan, but I think the market will get depressed again when they realize 22 million people are "unemployed." The thing is a lot of people who have money to invest in the market don’t feel the same pain that the real market is feeling right now and that maybe the short-sightedness that may impact may people’s timing in the market. - braverduringtheday - 2020-04-16 21:18:15 PDT

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I might add more money to my brokerage account in case prices fall in the later half of week. - Atopp - 2020-04-08 22:57:20 PDT

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Prices are still going up, I took advantage today to buy some of the REITs with the highest REIT Rating score which traditionally are very expensive but are still at a discount. These REITs also have consistently been increasing their dividends. Some that I bought today are AvlonBay Communities #AVB, Crown Castle Int #CCI, Essex Property #ESS and PS Business Park #PSB. I’m aware that these last two days prices have been higher and may fall in later part of week, but I’m ok with that. - 777i - 2020-04-08 10:43:29 PDT

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I bought #HST today since going down. - 777i - 2020-04-13 10:10:52 PDT

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Hard to tell @YopnoB, the day started with a rally but ended lower. Some predict much lower lows to come. For me I spread out my buying, getting some shares every couple of days to try to get different deals. - LLNN - 2020-04-07 16:29:32 PDT

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Tomorrow will be another chance to buy if trend continues. - womba - 2020-04-07 17:33:51 PDT


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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

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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

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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

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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


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Office Properties Income Trust - Office Properties Income Trust Maintains Regular Quarterly Dividend on Common Shares - News released on 2 Apr 2020 15:15:55 -0500 - REITNewsHeadlines - 2020-04-02 19:06:43 PDT - See full comment

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#OPI price dropped today but I didn’t buy it, would rather buy other office resist, like #VNO that I bought today. - wolfman82 - 2020-04-03 14:44:51 PDT

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I’m actually surprised. - AI_AI - 2020-04-02 23:05:54 PDT

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Office Properties Income Trust (Nasdaq: #OPI) today announced a regular quarterly cash dividend on its common shares of $0.55 per share ($2.20 per share per year), maintaining its previous dividend level. - Davestew - 2020-04-02 19:06:43 PDT

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I was expecting the stock market to drop even further today, but I am glad it held steady. Let’s see what it will look like tomorrow. I bought many resort / hotel REITs last week like #HST and #DRH at a cheap prices so I hope they go up soon. - DividendFinder - 2020-03-30 21:55:28 PDT - See full comment

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I liked seeing #PINE - Alpine’s report they increased their FFO and AFFO. They also reported that of the 29 income properties in the Company’s portfolio, 24 properties have remained open since the onset of the COVID-19 Pandemic, with 11 of those properties operating on a limited basis. The 24 properties represent approximately 78% of our annualized base rent. Alpine is a newcomer but they seem to have things under control. - Kyuie - 2020-05-02 22:10:29 PDT

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#PINE also declared the company acquired nine single-tenant income properties for a total investment of approximately $47.0 million, reflecting a going-in weighted average investment cap rate of approximately 7.1%. The properties had a weighted average remaining lease term of approximately 11.5 years. They also repurchased approximately 352,000 shares for approximately $3.8 million with an average purchase price of $10.77 per share, under the new $5 million buyback program approved March 2020. Paid First Quarter 2020 Dividend of $0.20 per share on March 31, 2020 to stockholders of record as of March 20, 2020. - Kev B - 2020-07-05 09:01:17 PDT

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What most analysts are trying to figure out and no one has a true clue, is of those 16 million unemployed at the moment how many of them will be able to return to a lasting job? Yes, many still have a job, but will their companies be in healthy shape by the end of this to afford to keep them on. The stimulus packages are in place to support these paychecks, but we need the economy to keep rotating to back them up. - CapitalKing - 2020-04-12 17:40:50 PDT

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The CEO of JPMorgan Chase, Jamie Dimon, today called out that he predicts the U.S. will enter a bad recession, that that the toll on banks could be like the ones seen in 2008 during the al financial crisis. With today’s market rally, it makes me believe a lot of people don’t fully comprehend the mechanics of an economy and what may be to come. - TimHl - 2020-04-06 16:42:02 PDT

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Realty Income is down 3% today and paying dividend yield of 6.19%, this is a good deal for anyone who wants an in on this stock. I think #O will be able to manage dividend payments better than others. I expect to see further stock price decrease ahead. - Kev B - 2020-04-02 12:16:10 PDT

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I bought #O but I’m avoiding hotel and travel-related REITs and companies for now, too risky. I never felt very comfortable with them before, so holding off now much more. - wolfman82 - 2020-04-03 14:52:49 PDT

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Dead cat bounce in the works, if you ask me. Today we saw the S&P500 and Dow have their worst quarter start in history. - Bob_knows - 2020-04-01 15:39:36 PDT

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Agreed DividendFinder! Best of luck with your deal hunting! - 777i - 2020-03-30 22:36:29 PDT

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Spirit Realty Capital, Inc. Press Release: Spirit Realty Capital, Inc. Letter to Stockholders - News released on 19 Mar 2020 19:35:22 -0400 - REITNewsHeadlines - 2020-03-21 09:38:16 PDT - See full comment

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#SRC and #O are two companies that until now have had occupancy rates of 99% and 98% vary consistently across large quantities of properties. These are very good occupancy rates, and the companies own good diversified properties. I can imagine the numbers being someone impacted in upcoming quarters, but I’m still bullish that these businesses and occupancy will bounce back fairly soon for them. I’m long on both. - Gekko5 - 2020-03-28 21:51:36 PDT

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Hi guys, I’m adding here #SRC Spirit’s letter to stockholders "SPIRIT REALTY CAPITAL, INC. LETTER TO STOCKHOLDERS Company Release - 3/19/2020 7:34 PM ET DALLAS--(BUSINESS WIRE)-- Spirit Realty Capital, Inc. (NYSE: SRC) (“Spirit”), a net-lease real estate investment trust (REIT) that invests in single-tenant, operationally essential real estate, today announced that Chief Executive Officer Jackson Hsieh has issued the following Letter to Stockholders. To our stockholders: The onset of the COVID-19 pandemic has propelled us all into uncertain times, creating fear and turbulence around the e and upending the financial markets. Like many companies, our share price has fallen dramatically over the past few weeks as investors grapple with the length and breadth of the resulting economic disruption. Given the number of inbound calls we have received from investors, I wanted to take a moment to share my thoughts about Spirit and how we are positioned to navigate through the storm. First, I want to remind everyone who we are and what we do. For those of you who attended or watched our Investor Day online, you may remember our very first introduction video where we highlighted the mission of our company. I encourage everyone to go to our website and watch that video again, as the message is more important now than ever before. The video link can be accessed in the Investor Relations section of our website and is titled “Welcome to Spirit”. The video ends with the core message that “we provide businesses the capital they need to expand and evolve, creating economic growth that benefits communities across the country.” Despite the temporary disruption caused by COVID-19, our mission has not changed, and we take our mission and our relationships with our tenants seriously. We have a portfolio of relevant, successful businesses that we believe, despite current challenges, will thrive again. We intend to work with our tenants to ensure their success and, in turn, success for our stockholders. We believe Spirit will play an important role in putting the economy back on track and we welcome that responsibility. Second, in this uncertain environment, investors have turned their focus to companies’ balance sheets and liquidity. Financial conservatism has been a cornerstone of our strategy since the management changes in 2017. Over the past three years, we have thoughtfully created a fortress balance sheet. We ended 2019 with Adjusted Debt to Adjusted EBITDAre of 4.9x, Fixed Charge Coverage Ratio of 4.6x and Corporate Liquidity of $698 million, with no debt maturities in 2020. We also focused on building free cash flow, through accretive acquisitions, selling assets with landlord responsibilities, such as multi-tenanted shopping centers, and reducing our dividend payout as a percentage of AFFO per share. Spirit entered this pandemic in a position of financial strength that we believe will enable us to be offensive and capitalize on opportunities at the appropriate time. Third, we have a battle-tested team, born out of an asset management mindset. Many of you remember the turmoil that beset Spirit in early 2017. We had a highly levered balance sheet and major tenant issues, including the workout of our largest tenant, Shopko. The entire organization had to change, top to bottom, and new processes, technology tools and systems had to be created to turn Spirit into the company it is today. The volume of issues, the complexity and sheer workload forged an organization and culture that is well positioned to handle the current pandemic and turbulent market. To date, we have had very few requests from tenants for rent deferrals. At this point, tenants whose businesses have been impacted by COVID-19 are focused on their customers and their employees, as one would expect. While we know investors are eager to understand how this will play out over the coming months, all we can do is assure you that we have the best team in place to provide the best possible outcome. Finally, I believe in this unprecedented stress test, portfolio composition will matter. Over the past three years, we have used our intensive underwriting, industry research and analytic tools to create a high quality, diversified portfolio, with a focus on larger credits and public companies. At the end of 2019, 43.7% of our rents were derived from investment grade or investment grade equivalent tenants and 48.8% of our tenants were publicly owned. Approximately 58% of our rents are derived from tenants with at least $1 billion in sales and 89% from tenants with at least $50 million in sales. We continue to believe that larger tenants, especially publicly owned, have a greater ability to weather financial shocks. Our portfolio is also highly diversified. Our top 10 tenants account for only 22% of our total annual rents with our largest tenant only accounting for 2.9%. Our tenants span 28 different retail industries, with no retail industry accounting for more than 9% of total rents. In addition, approximately 17% of our rents are derived from industrial, office and other assets, most of which are mission critical facilities for those tenants. During the first quarter, we closed approximately $200 million in acquisitions, primarily consisting of industrial assets, in industries that we believe are insulated from the impact of COVID-19. In the current environment, we believe liquidity in paramount, and I assure you that Spirit will make prudent and disciplined capital allocation decisions to enhance shareholder value. In order to provide investors with better insight into our portfolio, we have provided additional disclosure under the Investor Relations section of our website. We hope you will find this information valuable and if you have any questions or concerns, please don’t hesitate to reach out to us. In the meantime, stay safe and healthy. Jackson Hsieh President and Chief Executive Officer" - CapitalKing - 2020-03-21 09:40:31 PDT

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Hi CapitalKing, I bought #SRC on the Corona discount but not because of this lengthy post you made, haha. - Oppa Norm - 2020-04-04 18:35:42 PDT

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Why such long post CapitalKing? very hard to read. But thanks... - Omick99 - 2020-03-31 12:33:51 PDT

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I like #SRC’s 9% dividend yield, but I don’t feel very confident in them being able to keep paying it after all this. For one reason their dividend payout has not been as consistent as other similar REITs such as #O (Realty Income) also SRC payout ratio for Q4 was in the mid 80%, so I imagine it will go much higher after this period due to drop in FFO/AFFO. - 777i - 2020-03-22 19:46:26 PDT


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Orchid Island Capital Announces December 2019 Monthly Dividend and November 30, 2019 RMBS Portfolio Characteristics - News released on Thu, 12 Dec 2019 16:33:45 -0500 - REITNewsHeadlines - 2019-12-13 22:36:16 PDT - See full comment

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Sold my stake in Orchid Island this week. #ORC - Rubyckube - 2019-12-13 22:36:16 PDT

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Hi Rubyckube, I’ve been in the same spot a couple of times this year, selling-off cluckers and moving on. It is hard to see the destruction of capital this way. - Oppa Norm - 2019-12-14 10:59:47 PDT


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Plymouth Industrial REIT, Inc. Press Release: Plymouth Industrial REIT Significantly Expands Presence in Indianapolis with Acquisition of Industrial Properties for $62 Million - News released on 10 Dec 2019 07:01:17 -0500 - REITNewsHeadlines - 2019-12-10 20:31:40 PDT - See full comment

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My first REIT stock purchase of 2020 was #PLYM this week at $18.08, and it closed today at $18.37. - AI_AI - 2020-01-03 23:39:13 PDT

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Keeping moving strong in the heartland states #PLYM - Fyryr - 2019-12-10 20:31:40 PDT

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I bought more #PLYM and #TRNO today, I’m pretty happy with these purchases. I am increasing my industrial REIT portfolio. In this digital world, logistics has a bright future! - CapitalKing - 2019-12-19 23:32:22 PDT

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I wanted to buy more #PLYM shares this week but unlike other REIT prices, this week PLYM stayed stable. So I opted to put my money it to stocks that are seeing its price deflate like Realty Income #O. I still hope to buy more Plymouth soon. - CapitalKing - 2019-12-14 11:21:45 PDT


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What’s going on in the market today? - LLNN - 2019-12-06 09:43:00 PDT - See full comment

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Tremont Mortgage Trust is at less than $5 dollars from an IPO at above $15 dollars back in 2017. What will happen to #TRMT if Feds raise the interest rate next year? - Mr.Opinion - 2019-12-14 14:35:02 PDT

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Saw NLY’s price go back up on Friday. Some Wallstreet analysts have been optimistic about Annaly in the long run, and apparently, even Soros bought more shares in #NLY in Q3 of this year. I think may investors are buying in because of the 11% dividend yield, at least that is why I own it. - CapitalKing - 2019-12-14 11:30:08 PDT

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I got paid by #SRET & #SDIV on 12/12 and bought shares of #STOR & #NNN on 12/13. - Gekko5 - 2019-12-14 10:06:40 PDT

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I’m looking for stock deals. #SNR had a negative price change of 4.18%, yet still not a stock I’m looking to add to my portfolio. - Molly23da - 2019-12-12 21:48:18 PDT

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The Fed is keeping interest rates the same. Market shows slight gain today. - LLNN - 2019-12-11 12:51:31 PDT

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Maybe the overall market was slightly higher, but my REIT portfolio down 1.46% for the day. I can see that REIT stocks are slowly losing momentum. If I weren’t focused on the long term, I would be selling more shares around this point. - AI_AI - 2019-12-11 20:29:48 PDT

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The New York Federal Reserve Bank added $81.4 billion in temporary liquidity to the financial markets today, this is on top of a recent similar addition about a week or so ago. - Rocco64 - 2019-12-09 12:49:03 PDT

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For those who wanted #O at more attractive multiples, we are slowly getting our wish. - Atopp - 2019-12-09 09:14:18 PDT

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Yes, I bought this week, on the chance that it may rebound and I lose this chance. - CapitalKing - 2019-12-14 11:22:49 PDT

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I hope we are not close to realizing that we have been paying to much for our REITs all throughout 2019 :( - Billy123 - 2019-12-09 10:58:26 PDT

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On Dec 10th and 11th there will be the Fed’s Federal Open Market Committee (FOMC) associated with a Summary of Economic Projections, what are you guys expecting? Will the market further increase, or might it take a hard hit? I am either way preparing myself for buying spree similar to last year in December. - JohnforkO - 2019-12-08 23:01:10 PDT

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Market rebounded this morning on the strong job numbers. Rebounded before I was able to get some stocks cheap :( - BlueBlue - 2019-12-06 10:13:04 PDT

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Hi Blueblue the good thing is that you can now get #ADC at $62, I bought some last week and will buy more of keeps dropping this week to come. - Omick99 - 2020-05-02 18:24:24 PDT

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I wish I had bought more #ADC shares now that it is at $77. - BlueBlue - 2020-02-15 12:27:15 PDT

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#ADC is down to $68.41 per share now! - CapitalKing - 2019-12-14 11:32:39 PDT

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I bought #ADC today at @ 72.55 today, even if drops, I’m still happy holding for years at this price point. - 777i - 2019-12-06 22:08:50 PDT

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I was able to buy #EPR at a great price, or so I thought since still looks like may drop further. - CapitalKing - 2019-12-06 12:19:35 PDT


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

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#OHI is at an interesting price again. The dividend yield is above 6%. - Gekko5 - 2019-12-25 22:24:34 PDT

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

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Crazy week for sure, lots of ups and downs. I didn’t expect the market to end in a high note after the way it started. Glad it did though. - Rubyckube - 2019-12-13 22:44:04 PDT

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

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

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

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

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

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

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

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

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

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

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Which REITs are the most efficient? Which REITs have the best operational performance? How do you define that? - Me332 - 2019-10-26 12:08:34 PDT - See full comment

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I bought #NNN it is a reliable well operated REIT. - Bob_knows - 2019-12-26 18:22:26 PDT

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Realty Income is for sure one of the top performers. - BlueBlue - 2019-11-04 20:11:19 PDT

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Analyzing it from an operating expense to revenue ratio, the most efficient REITs, in my opinion, are #NNN, #O, #STOR, #VER, #LTC, #MPW, #NHI, #VICI and #SRC. As you can probably tell, many of these are triple net lease REITs, I didn’t specifically pick triple-N REITs, but that is how they turned up in my calculations. - Kev B - 2019-10-27 11:34:31 PDT

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#VER looks better and better! - LLNN - 2019-11-19 08:27:57 PDT

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#NNN in its Q3 ER declared "Sold 43 properties for $94.8 million producing $25.1 million of gains on sales, net of noncontrolling interest." That is some efficient operation performance! - CapitalKing - 2019-11-12 21:42:53 PDT


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Which REITs are having the Best and Worst Earning Results in Q3 2019? - Rken - 2019-10-24 12:49:20 PDT - See full comment

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A couple of other REITs that did better year over year are #JBGS and #DEI. - Bob_knows - 2019-11-16 15:53:06 PDT

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Both Kilroy #KRC and Aimco #AIV did better YoY on their FFOs and Occupancies. - Bob_knows - 2019-11-16 15:10:53 PDT

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Crown Castle #CCI outperformed compared to last year’s same period. - CapitalKing - 2019-11-13 19:58:40 PDT

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Tanger Outlets (#SKT) had mixed results, in my opinion, when comparing your results. Occupancy was down a bit from 96.4 to 95.9%. Blended average rental rates increased 2.5% on a straight-line basis and decreased 2.0% on a cash basis for all renewals and re-tenanted leases that commenced during the trailing twelve months ended September 30, 2019. Same center net operating income ("Same Center NOI") for the consolidated portfolio decreased 1.8% for the quarter and 0.8% year to date due primarily to the impact of tenant bankruptcies, lease modifications, and store closures. The average tenant sales productivity for the consolidated portfolio was $395 per square foot for the twelve months ended September 30, 2019, compared to $383 per square foot in the comparable prior-year period. Funds from operations ("FFO") and adjusted funds from operations ("AFFO") available to common shareholders were both $0.58 per share, or $56.8 million, compared to $0.63 per share, or $61.9 million, for the prior-year period. - LLNN - 2019-11-10 08:59:55 PDT

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Apple Hospitality REIT posted positive Q3 results on some important metrics: Average Daily Rate (ADR) (Actual) for Q3’19 $139.21, compared to Q3’18 $137.77 a 1.0%. Occupancy (Actual) for Q3’19 79.9% compared to Q3’18 78.9% a 1.3%. Revenue Per Available Room (RevPAR) (Actual) for Q3’19 $111.17 compared to Q3’18 $108.70 a 2.3% improvement for #APLE. Net income however dropped 25.6% to $ 46,223 from $62,122. - Kev B - 2019-11-09 17:35:22 PDT

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#SVC which previously was #HPT, declared Hotel RevPAR (all hotels):For the quarter ended September 30, 2019 compared to the same period in 2018 for SVC’s 328 hotels that were owned as of September 30, 2019: ADR decreased 2.2% to $127.82; occupancy was unchanged at 77.0%; and RevPAR decreased 2.2% to $98.42. For the nine months ended September 30, 2019 compared to the same period in 2018 for SVC’s 328 hotels that were owned as of September 30, 2019: ADR decreased 0.9% to $129.91; occupancy decreased 1.2 percentage points to 73.9%; and RevPAR decreased 2.5% to $96.00. So the numbers for the last 9 months are down. - Kev B - 2019-11-09 16:22:12 PDT

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#SVC is paying big dividend yield of 47% at moment but i’m not buying, not sure how low stock price may go and if will recover like other stocks. - Jon7421 - 2020-04-06 23:44:54 PDT

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City Office continues to improve quarter over quarter, about a year ago I was concerned they would have to cut their dividends. Core FFO per common share $0.29, AFFO per common share $0.22, and Dividends per common share $0.235. #CIO had Core FFO Payout Ratio 82%, and AFFO Payout Ratio 108%. The AFFO payout ratio is not covered this quarter after being covered for the first time (in recent years) in Q2 2019. - Fyryr - 2019-11-09 15:02:20 PDT

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Lexington #LXP increased its industrial portfolio to 78% of gross real estate assets, with a 97.4% portfolio lease. They declared a quarterly common share/unit dividend/distribution of $0.105 per share/unit, an increase of 2.4%, which is a 52.5% dividend/Company AFFO ratio. - Kev B - 2019-11-09 11:27:24 PDT

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Ashford Hospitality Trust had comparable Total RevPAR for all hotels increased 1.9% during the quarter.
• Adjusted EBITDAre was $103.1 million for the quarter, an increase of 1.3% over the prior-year
quarter. • Adjusted funds from operations (AFFO) for #AHT in Q3 2019 was $0.28 per diluted share down from $0.30 in Q3 2018. - Kenbeertt - 2019-11-07 21:07:44 PDT

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#BHR is focused on a strategy of investing in luxury hotels and resorts, however, some of its numbers are down during this investment phase. Braemar had comparable RevPAR for all hotels decreased by 2.0% to $234.81 during the quarter. Comparable RevPAR for all hotels not under renovation decreased by 1.4% to $250.48 during the quarter. Adjusted funds from operations (AFFO) was $0.29 per diluted share for the quarter, down from $0.34 in the previous year. Adjusted EBITDAre was $28.6 million for the quarter, down from $29.5 million in the previous year. - LLNN - 2019-11-10 11:03:24 PDT

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#AHT lost -4.28% during the day today. - CapitalKing - 2019-11-07 21:30:22 PDT

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Easterly Gov Properties #DEA improved AFFO from $0.24 to $0.29 YOY for the third quarter! - Omick99 - 2019-11-06 09:18:28 PDT

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In Q3 #DEA acquired some additional government leased properties and maintained occupancy at 100%! - LLNN - 2019-11-10 11:40:41 PDT

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#APTS share is getting hit hard based on 42.9% lower YoY AFFO, Daniel M. DuPree, Preferred Apartment Communities’ Chairman and Chief Executive Officer, explained it as follows: "We had a strong quarter, up 10.7% on FFO over Q3 2018. We accomplished this despite incurring nearly $0.02/share in
direct costs associated with our consideration of internalizing our external manager. We incurred additional indirect
internalization related costs as we built up cash reserves to fund portions of an internalization if required. These extraordinary
costs will have a significant impact on our year end numbers and we now expect that when these expenses are added back
to FFO we will perform at the low end of our previously provided guidance range." - CapitalKing - 2019-11-05 11:55:16 PDT

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Hi CapitalKing, based on the statement from APTS’ CEO Mr. Daniel M. DuPree, it is possible that towards the end of year APTS, stock price will go lower due to the mgmt internalization costs. I will continue to buy #APTS as they still have good operational results (e.g., Occupancy is up in Q3 YoY, same-store rental revenues increased approximately 3.3%). The question for me is on timing; I don’t want to buy too much now if the share price falls further, and I can lock stronger dividend yields in the long run. - LLNN - 2019-11-10 09:27:57 PDT

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Some #Ohighlights from the quarter ended September 30, 2019:

Net income per share was $0.32.
AFFO per share increased 2.5% to $0.83, compared to the quarter ended September 30, 2018. Invested $411.5 million in 51 properties and properties under development or expansion. Raised $572.4 million from the sale of common stock. Announced transaction to acquire 454 properties from CIM Real Estate Finance Trust, Inc. ("CMFT") for approximately $1.25 billion in cash. - BlueBlue - 2019-11-04 20:09:29 PDT

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Why is #O trading lower today? - Fifthtime - 2019-11-05 05:51:29 PDT

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Industrial REIT #ILPT had Net income for the quarter ended September 30, 2019 was $10.9 million, or $0.17 per share, compared to $18.1 million, for the same quarter last year, and Normalized FFO, for the quarter ended September 30, 2019, were $28.5 million, or $0.44 per share, compared to $25.3 million for the same quarter last year. - AI_AI - 2019-10-29 05:24:40 PDT

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#NXRT posted positive growth this quarter: Net Income, FFO2, Core FFO2, and AFFO2 of $118.7M, $8.6M, $11.5M and $13.3M, respectively, attributable to
common stockholders for the quarter ended September 30, 2019, compared to Net Loss, FFO, Core FFO, and AFFO of $(5.3)M,
$5.9M, $8.9M and $10.3M, respectively, attributable to common stockholders for the quarter ended September 30, 2018. For the three months ended September 30,
2019, Q3 Same Store properties, average effective rent, total revenue and NOI increased 3.7%, 3.7% and 4.4%, respectively, and occupancy decreased 80 bps over the prior year period. - AI_AI - 2019-10-29 05:15:20 PDT

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#CUBE increased both FFO & FFO Adjusted to $0.44 from $0.43 in Q3 2018. The payout ratio for FFO is at 72.7%. Same-store net operating income improved to $101,812 from $101,742. - Bob_knows - 2019-10-24 19:04:24 PDT

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#CUBE stock fell on the news of a very low (flat actually) YoY Same-store NOI growth. I would like to compare this NOI growth with other self-storage unit REITs. - Me332 - 2019-10-26 12:10:35 PDT


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Realty Income Corporation - 592nd Consecutive Common Stock Monthly Dividend Declared By Realty Income - News released on Wed, 16 Oct 2019 00:46:14 +0000 (UTC) - REITNewsHeadlines - 2019-10-16 11:02:27 PDT - See full comment

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I own both Realy Income #O and Store Capital #STOR REITs, recently I prefer Store Capital. Compare the exposure of both companies to its top 10 customers. Realty Income’s top 10 customers represent 34.30% of its revenues while for Store Capital its top 10 customers represent only 16.5% of its revenues. Granted Realty’s tenants may be better known nationally than Stores. I still prefer the smaller exposure Store has compared to O. - JohnforkO - 2019-10-17 21:51:46 PDT

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I believe this is the same value paid last month. - Rocco64 - 2019-10-16 11:02:27 PDT

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#O declared their 592nd consecutive common stock monthly dividend. The dividend amount of $0.227 per share, representing an annualized amount of $2.724 per share. - Billy123 - 2019-10-16 13:37:57 PDT


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Realty Income Corporation - 103rd Common Stock Monthly Dividend Increase Declared By Realty Income - News released on Tue, 17 Sep 2019 22:54:28 +0000 (UTC) - REITNewsHeadlines - 2019-09-18 10:41:52 PDT - See full comment

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#O declared an increase in the company’s common stock monthly cash dividend to $0.227 per share from $0.2265 per share. This is the 103rd dividend increase since Realty Income’s listing on the NYSE in 1994! - LLNN - 2019-09-18 10:41:52 PDT

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Realty income has never disappointed me. - RoTtom - 2019-09-18 11:59:17 PDT


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

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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

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

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

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

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#PSA PUblic Storage, #ACC American Campus Communities, #ESS Essex Property Trust, and #WELL WellTower - Kev B - 2019-09-08 09:38:11 PDT

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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

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

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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

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

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


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Which do you think are the best triple net (NNN) retail REITs? - Atopp - 2019-08-29 09:48:38 PDT - See full comment

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Interesting that of #SNR - New Senior Investment Group’s 131 senior housing properties only 1 is a triple net lease and the lease matures in 2030. - Molly23da - 2019-11-08 22:26:57 PDT

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#NNN is looking attractive today. - Rocco64 - 2019-10-17 14:18:05 PDT

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#GLPI - Gaming and Leisure Properties, #VICI properties, and #MGP MGM Growth Properties are all “triple-net lease” or “NNN lease,” gaming REITs. In the net lease, the tenant pays the property expenses, insurance, taxes, and capital expenditures. - Jon7421 - 2019-10-13 21:52:21 PDT

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I’m invested for the long term on #SRC a net lease retail REIT. I wasn’t happy with some of its trends last year, but I believe they are getting back on track after the sale of #SMTA to #HPT, by which they have reduced their portfolio by about half and sticking with stronger assets. - Kev B - 2019-09-15 13:48:43 PDT

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One of my favorite triple-net REITs is #VICI. It is not a retail reit if that is what you are looking for @Atopp, it is a casino reit. - 777i - 2019-09-06 22:27:49 PDT

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Interesting enough there are many reits which are NNN and not in the retail industry. CorEnergy primarily owns U.S. infrastructure assets used by energy companies under long-term triple-net participating leases. #CORR has utility-like assets include pipelines, storage tanks, transmission lines and gathering systems. Triple net is a reassuring business if you have excellent tenants. - Kenbeertt - 2019-09-07 11:39:23 PDT

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Is #GTY a NNN retailer? I’m not sure, but I like their portfolio of 933 convenience store and gasoline station properties in 31 states. Properties with strong brands like 76, BP, Citgo, Conoco, Exxon, Getty, Gulf, Mobil, Shell, Sunoco and Valero. - Paul_R_investor - 2019-09-03 22:00:13 PDT

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I’m a fan of #O even at current prices. - Billy123 - 2019-08-30 10:14:19 PDT

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I doubled down on #NNN this week, it is a REIT I like having in my portfolio. - CapitalKing - 2019-08-31 10:42:03 PDT


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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

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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

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#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

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#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

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Essential Properties Realty Trust, Inc. #EPRT is a newcomer which I see potential. - AI_AI - 2019-09-08 10:11:00 PDT

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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

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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

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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

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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

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

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

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

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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

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#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

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WPC, O & VTR. - Kyuie - 2019-08-27 22:54:39 PDT

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Here are my picks at the moment, listed below: - Kev B - 2019-08-27 21:33:40 PDT

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#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

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#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

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#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

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#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


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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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Why is Innovative Industrial Properties (#IIPR) valuation so high? The stock is $112 dollars and its TTM AFFO is $1.89 per diluted share, this equal a P/AFFO ratio of 59 x. This is more than double the multiple of many top REITs. So what is going on here? - Rubyckube - 2019-08-21 20:44:27 PDT

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I have my eyes on Essential Properties Realty Trust Inc. Symbol #EPRT. This REIT can be the next #O, #NNN, or #EPR, it is a young REIT (3 years old) which is growing fast, currently has 789 freestanding net lease properties. They improved their FFO & AFFO by a lot compared to last year, which has open additional space for dividends to grow. Properties are also 100% leased, EPRT grew Same-Store Contractual Cash Rents by 1.9%, reduced top 10 tenant concentration to 28.0. I want to lock them at a 4%+ div. yield within next week. - CapitalKing - 2019-08-20 23:23:35 PDT

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Hi CapitalKing, I like your enthusiasm for Essential as I do share in it. However, a couple of things to be aware of is that 30.7% of its Cash ABR is still concentrated in their top ten tenants, and these tenants are not the strongest/top brands in the industry (no offense to any of the brands, they are still good), the list includes Captain D’s, Mister, Art Van, Couche-tard, AMC, Zips Car Wash, the Malvern School, Rstore, VASA Fitness, Town Sports, previous companies on the top 10 list were Latitude, 84 Lumber, Perkins Restaurant. I guess what I’m saying is that although EPRT is growing fast we need to make sure they are adding strong tenants with sound creditworthiness. Now some of the things I like about #EPRT is that it has an average of 14.5 weighted average lease term maturity (WALTM) which is better than all the other triple Net lease REITs, for example, #O Realty Income is 9.2 years, #VER Vereit is 8.7 years, #NNN is 11.4 years, the closest is #STOR Store with 14 years. It also has one of the healthiest AFFO to dividend payout ratios at 68%. Hope these insights complement the research you are doing. Thanks. - Kev B - 2019-08-21 00:19:24 PDT

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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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Hi AI_AI, some have been coming down. For example #APTS, #VNO, #IRM and #BPR all which I consider good companies. - Molly23da - 2019-10-19 11:00:23 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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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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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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#FCPT today announced a quarterly cash dividend of $0.305 per share (equivalent to $1.22 per share per annum) for the fourth quarter of 2019. This represents a 6.1% increase from the prior quarter. - Davestew - 2019-11-11 19:47:08 PDT

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Four Corners Property Trust #FCPT is paying above 4% dividends and buying now and holding I imagine will yield 6-7% per year, several years down the line. - Gekko5 - 2019-12-25 22:31:08 PDT

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Why is FCPT dropping this morning? Thanks - Omick99 - 2019-11-12 10:04:53 PDT

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One thing that does concern me about #FCPT, although I do like the REIT, is its overexposure to one tenant, Olive Garden. Olive Garden represents 56.1% of FCPT’s Annualized cash base rent. If Olive Garden has any issues, the chances of Four Corners Property Trust feeling it are high. I would like to see FCPT significantly reduce Olive Garden’s revenue dependency, ideally below 5% of total ABR. http:investors.fcpt.com/Cache/1001255158.PDF?O=PDF&T=&Y=&D=&FID=1001255158&iid=4625481 - CapitalKing - 2019-10-20 14:23:50 PDT

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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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@TimHI to answer your question. #SRC is internally managed. - Kev B - 2019-09-15 13:38:10 PDT

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Is #src Spirit Realty internally or externally managed? I’m on the fence about buying this REIT. - TimHl - 2019-08-21 23:47:30 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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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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The REIT’s FFO and AFFO declined in the third quarter due to an increase in operating expenses and reductions in rental income and equity in earnings in challenged properties. I’m on hold-and-see with #OLP, there are advantages to its diversified portfolio but can also bring challenges to this REIT. - Paul_R_investor - 2019-11-09 21:56:09 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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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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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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#GNL has been paying more dividends than it can afford for a while now. How will this go on? - Mrinvesta - 2019-08-25 14:59:23 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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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 see #SBRA increasing value right now and I don’t think its worth it. - RoTtom - 2020-06-05 20:41:17 PDT

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

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

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

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

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

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

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

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


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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 are some of the best European REITs? - Omick99 - 2019-05-23 14:29:01 PDT - See full comment

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If you are a fan of Realty Income #O they are now in the U.K. and potentially in more European countries soon. So you can invest locally and still get access to foreign markets with #O, as you can with #WPC, and #PLD, and other REITs. - Kenbeertt - 2019-06-23 06:11:27 PDT

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Check out British Land Company #BLND, one of the largest REITs in the UK. - wolfman82 - 2019-05-24 01:15:52 PDT

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Will BREXIT impact BLND’s stock performance negatively, or will an independent British economy from the EU community strengthens or weaken the demand for BLND’s portfolio? - Xianyo - 2019-05-24 13:43:18 PDT

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@Omick99 are you looking only for REITs trading on European exchanges, or also American REITs with interests in Europe? - Kenbeertt - 2019-05-23 17:07:03 PDT

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Which REIT valuations don't make sense to you? - Gekko5 - 2019-05-23 00:06:24 PDT - See full comment

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I’m interested in investment opportunities in small and micro cap, but Bluerock Residential Growth price valuation at 15 times AFFO doesn’t make sense to me. At that price ratio there are more interesting opportunities. Is the companies fast growth rate potential driving this valuation? - Atopp - 2019-05-31 11:32:47 PDT

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There are many right now, but to name a few #PSB, #SAFE and #O. - Rken - 2019-05-29 08:16:08 PDT

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#Safe has an interesting model with ground leases. Apparently, this is the fastest-growing sector of the company and already accounts for the largest chunk of its 38 properties. i.e. 33 of its 38 properties are ground lease deals. So you may think they are overvalued now, but for me, it is interesting to see how this will play out for them. - Jon7421 - 2019-09-07 14:18:22 PDT

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It is a matter of perspective, #O is still a safe investment with steady returns, and an A3 / A- credit rating by Moody’s and S&P. - CapitalKing - 2019-06-09 01:24:00 PDT

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I agree that Front Yard's 50x Price to FFO makes no sense. A lot of good REITs like #WELL are trading at 20x P/FFO and even then that is higher than it has been in a while. - 777i - 2019-05-24 20:24:36 PDT

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Front Yard Residential is trading at 50x FFO. That does not compute for me! - HereForFriends - 2019-05-23 18:56:34 PDT

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How #WPC keeps going higher with lower FFO and AFFO 1st quarter decrease compared to same quarter last year. The stock is hyped up at the moment. - Wallbird - 2019-05-23 09:54:23 PDT

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#WPC’s stock price is higher than what we are used to paying for it, but it is still at only 15.54x P/AFFO. Investors look towards WPC because of its strong position, in Q1 2019 the company had a consolidated occupancy of 98.2%, with a weighted-average lease term of 10.2 years, which is very good. While having a weighted-average interest maturity of 4.8 years and a weighted average interest rate of 3.6%. So while I agree that the stock price is higher than I would hope for, and yes I will wait for it to drop before buying, it is still a good long-term REIT to own. - Kev B - 2019-06-02 11:52:15 PDT

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@Wallbird, although WPC decreased its FFO this quarter, investors still see its strong performance trend and top-notch management. At a volatile time like this institutional investors are still going to flock to the WPCs of the market (i.e. WPC, NNN, Realty Income, BXP, CCI). The returns may not be as great as you hoped a year ago, but still much better than the overall market. - Kenbeertt - 2019-05-23 17:05:05 PDT


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REIT are releasing their quarterly earnings reports. Which earnings and revenues hits and misses are you most surprised about? - Kev B - 2019-04-23 13:30:22 PDT - See full comment

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Have you guys noticed if REITs are sticking to their end-of-year guidance or if they are adjusting it down? That would be the best indicator of how the next quarters will be. - Davestew - 2019-07-07 20:51:40 PDT

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Office Properties Income Trust (#OPI) declared FFO $1.50, Normalized FFO $1.53, a drop from last years Q1 $2.18 FFO & NFFO pre-merger of GOV and SIR REITs. Pre-merger the stocks were trading at a combined $60 region, now OPI is at ~$26. - Gekko5 - 2019-05-11 14:29:47 PDT

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#OPI has a 7%+ dividend yield, seems attractive but I don’t trust it with my hard-earned money. - Jon7421 - 2019-09-07 14:36:34 PDT

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I sold my shares of #OPI Office Properties Income Trust yesterday. I sold these share at a loss compared to what I had paid for #GOV Government Properties Income Trust, Inc and #SIR Select Income REIT, Inc. individually before they merged to become OPI. Even though I don’t expect the stock price of OPI to drop any further in the short term (I actually expect the share price to increase some) I decided to sell now because I just don’t trust the decisions of this REIT’s management. I don’t have confidence that something like this won’t happen again in a couple of years, or that shareholder value will be slowly deteriorated. So I would rather take my loss, and invest the money from this sale in a solid REIT which is more likely to grow in market value and dividends payments in the long term. - 777i - 2019-07-06 11:01:02 PDT

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My #GOV & #SIR converted to #OPI. This is one of those investments I regret having been so positive at the time about. - Bob_knows - 2019-06-18 18:34:44 PDT

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I knew STOR would do well, but these Q1 results just blew me away. AFFO increased 25.5% to $107.8 million, or $0.48 per basic and diluted share, for the first quarter of 2019, compared to AFFO of $85.9 million, or $0.44 per basic and diluted share, for the first quarter of 2018. - Omick99 - 2019-05-02 07:50:07 PDT

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#INN’s Pro forma revenue per available room ("RevPAR") increased 2.9% compared 2018. Pro forma average daily rate ("ADR") increased 2.3% compared to the same period in 2018 and pro forma occupancy increased 0.6 percent to 76.5 percent. - Kev B - 2019-05-01 16:05:04 PDT

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Is SRC better off post its spin-off of Spirit MTA REIT? - HereForFriends - 2019-05-11 22:34:01 PDT

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Hi Omick99, but why did #SRC Spirit Realt's AFFO drop to $0.86 vs $1.07 per share, compared to same quarter 2018? - JohnforkO - 2019-05-03 12:29:25 PDT

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Spirit, which I own shares of, had a productive quarter! They “invested $178.6 million, including $160.3 million for the acquisition of 22 properties, with an initial weighted average cash yield of 7.16% and an economic yield of 7.93%” we should see positive results of this in next year statements! - Omick99 - 2019-05-02 08:12:16 PDT

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As expected #O rocked it again! - Omick99 - 2019-05-01 13:54:59 PDT

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I last bought #O at around $50-something so the current price is more than I want to pay, and who can blame me? BUT, and this is a big but, #O is still trading at lower multiples than other large-cap retail REITs, and still has room to go higher in this current market, and in the long run. - AI_AI - 2019-06-05 21:09:49 PDT

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#EPR is on fire! I love this REIT! FFO for the first quarter of 2019 was $93.1 million, or $1.23 per diluted common share, compared to $61.0 million, or $0.82 per diluted common share, for the same quarter in 2018.
FFO as adjusted (FFOAA) for the first quarter of 2019 was $102.6 million, or $1.36 per diluted common share, compared to $94.0 million, or $1.26 per diluted common share, for the same quarter in 2018, representing an 8% increase in per share results! - Omick99 - 2019-05-01 13:43:00 PDT

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#IRM announced Q1 2019 a couple of notable callous “$1.05 billion, compared with $1.04 billion in the first quarter of 2018. Excluding the impact of foreign exchange (FX), reported total Revenues grew 4.5% compared to the prior year, primarily reflecting the contribution from recent Data Center and Adjacent Business acquisitions not included in the full 2018 period, as well as growth in the Other International Business segment.” ...“FFO (Normalized) per share was $0.48 for the first quarter, compared with $0.53 in the first quarter of 2018.
AFFO was $193.4 million for the first quarter compared with $221.5 million in the first quarter of 2018, a decrease of 12.7%.” Apparently due to.. “primarily due to increased operating and interest expense, as well as an increase in the provision for income taxes. In addition, Income from Continuing Operations included $2.7 million of Significant Acquisition Costs in the first quarter of 2019, compared with $19.0 million in the first quarter of 2018.” See full report:
http:investors.ironmountain.com/company/for-investors/investor-news/investor-news-details/2019/Iron-Mountain-Reports-First-Quarter-2019-Results/default.aspx - Kev B - 2019-04-25 11:54:33 PDT

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Federal Realty’s Q1 is out: ir.federalrealty.com/news-releases/news-release-details/federal-realty-investment-trust-announces-first-quarter-2019-0 - Kev B - 2019-05-03 13:53:44 PDT

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Yes, some are concerned about Iron’s long term prospects and are selling. - Kyuie - 2019-05-02 10:15:47 PDT

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After IRM’s Q1 release the stock went down from $36 to current $32. I bought it at 36 last years so not happy about the drop. But I see this as opportunity to buy more as the drop is unwarranted. I think Iron mountain will rebound and go higher. - Rocco64 - 2019-04-27 09:27:29 PDT

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the lower FFO & AFFO will probably impact their uation numbers, but it seems it was for a good cause of the expansion/acquisition the company made in 2018. - LLNN - 2019-04-25 19:29:32 PDT

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So on Tuesday based on some positive companies earning reports the NASDAQ and S&P 500 had record closing highs, while the Dow was within 1% of an all-time record close, yet today with some lower than expected earnings the market is down. - LLNN - 2019-04-24 12:42:44 PDT

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Which emerging markets REITs are you most interested in? - Molly23da - 2019-04-19 14:54:58 PDT - See full comment

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Is it better to buy into a US reit that owns properties overseas? Even #O is now going international. - Omick99 - 2019-05-08 13:39:10 PDT

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Apparently the Philippine property developer Ayala Land Inc is looking to raise $500 million in the country's first REIT, so its great the more counties are still adopting the REITs model which give us the chance to tap into new real estate markets. - LLNN - 2019-04-24 10:01:00 PDT

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As far as developing countries go Brazil has a large number of REITs called Fundo de Investimento Imobiliario (FII). Although they have many REITs from what I have been able to research, the Brazilian reits have significantly smaller market caps than US reits and fewer properties in their portfolio. From what I gather some reits are even for single properties. Buying into a reit that owns only one property is likely a risky investment. I guess it more closely resembles a real estate deal in which you own one property. - Omick99 - 2019-04-19 22:03:03 PDT

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Does anyone know a good ETF which has more weight on international REITs, many of these "al ETFs" are made up mostly of US REIT shares with a smaller percentage in foreign reits. I'm looking for one that has most shares focused on foreign markets. Thanks. - LLNN - 2019-04-22 21:15:24 PDT

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India launched its first REIT this year, India is a huger market with plenty of growth opportunities. - Kev B - 2019-04-19 16:57:10 PDT

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The Indian REIT is called Embassy Office Parks REIT and it is focused on commercial buildings, offices, IT parks, and industrial areas, which is a good sector for India right now. #EMBASSY - Gekko5 - 2019-04-20 18:18:18 PDT


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Does Realty Income (O) and National Retail Properties (NNN) face the same retail apocalypse risks as CBL (CBL) and other Retail/mall REITs? - Mrinvesta - 2019-04-14 20:44:45 PDT - See full comment

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So apparently Walgreens reporter today that it had $34.3 billion in revenue and $1.37 per share in earnings during the fiscal first quarter, missing Wall Street’s expectations of $34.6 billion in revenue and earnings of $1.41 per share. - Omick99 - 2020-01-08 12:43:33 PDT

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Realty Income, NNN and other REITs of this caliber are more selective about the quality of the business they lease their spaces too. Many of #O's top tenants are qualified as investment grade (Walgreens, FedEx, 7-Eleven, Home Depot, TBC Corp (Sumitomo), Walmart). - WowReits - 2019-05-24 19:07:58 PDT

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How have the finances of Walgreens Drugstores been looking? Since Walgreens Boots Alliance, the parent company Walgreens plans to close about 200 U.S. Walgreens stores in order to cut costs. This apparently is in addition to the 200 stores it plans to close in the UK under the Boots flag. Is this move just a routine refresh and purge of poor-performing stores, or part of a bigger issue? - Kodibearb - 2019-08-08 20:51:36 PDT

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#O is back at over $70's a share and less than 4% dividend yield, although I love this REIT, at this price buying more shares is too risky for me. I hold on to my shares instead of cashing out even with a potential future price drop, but keep collecting my dividend yield. - Me332 - 2019-04-26 22:35:10 PDT

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Realty Income is expanding into Europe via the UK this year. This could be a great growth opportunity for RI or create unforeseen challenges. - Omick99 - 2019-05-06 10:02:42 PDT

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I don`t think so, the retail apocalypse has a lot to do with malls and big box stores going out of business because they can no longer compete with the convenience, selection, and prices offered by other retail channels (i.e. online) and other more efficient competitors. Additionally NNN and O's properties are better diversified into sectors like grocery stores, child care, automotive, drug stores, education, entertainment, and many more. Many of these sectors are not part of the existing retail crisis or are feeling it as strongly. - Rubyckube - 2019-04-15 00:15:11 PDT

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O has been trending down for the last trading week or so. The challenge with O is knowing when it hit the DW trend bottom and will head up, as overall its long-term direction is up. So I'm tempted to get some additional share if it drops a bit more. - LLNN - 2019-04-15 23:56:46 PDT

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I couldn't have said it better myself @Rubyckube! - MakeMoneyGrow - 2019-04-15 00:17:44 PDT