JP Morgan also upgraded #WELL, #RPT, #WRI. While downgrading #HTA, #KRC, #ACC, #AVB. - Rken - 2020-12-21 20:55:05 PDT

One of the pluses of #VER trading at $6-7 was the ability to actively trade the stock. - REITFocused - 2020-12-21 18:12:26 PDT

To other industrial reits #MNR and #STAG paid me dividends today. - womba - 2020-12-15 17:45:14 PDT

I got dividends payment come from #STAG, #FR and #EGP within the last week and I’m going to reinvest them in industrial reits! - womba - 2021-01-18 12:55:28 PDT

#PLD and #TRNO also. - CapitalKing - 2020-04-23 10:01:44 PDT

#INN already cut their dividends and I suspect other hotel and resort REITs will follow very soon. - Muchomas - 2020-04-27 19:42:05 PDT

Checking the cash reserve and available loans, and comparing to their burn rate is one good way to determine the path the REIT may take on its dividends. - BlueBlue - 2020-04-25 17:45:49 PDT

#EQR increased Normalized FFO by 5 cents yoy. Pretty great! - CapitalKing - 2020-07-04 18:14:50 PDT

Still didn’t stop me from buying #BDN, #GLPI, #EQR, #STAG, #WPC, #AVB, #CPT, #NHI, #EGP and others. - Bob_knows - 2020-04-04 18:12:54 PDT

I should have bought on Friday, now the market too about a 10% rebound today! - Jon7421 - 2020-04-06 23:37:57 PDT

Who knew. The DOW jumped 400 point this morning. Let’s see how continues to trend though out the day. - Rocco64 - 2020-03-30 09:32:46 PDT

Well Rocco64, the Stock index futures is already down afternoon Sunday, pointing to a lower start on Wall Street on Monday. - Paul_R_investor - 2020-03-29 16:30:04 PDT

I’m hearing reports of 3 million Americans being out of work already. - Omick99 - 2020-03-29 11:44:06 PDT

Received dividends payment from #DRE today under their new dividend value increase of $0.235 per share. Thanks, Duke! - Bob_knows - 2019-11-29 13:47:38 PDT

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

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

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

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

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

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

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

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

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

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

I haven’t come across any specific on REITnotes ETF lists. Only ETFs which include multiple REITs and these included in the package. - Omick99 - 2019-08-20 10:59:27 PDT

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

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

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

Gekko5, are you not worried about #GMRE paying $0.20 of dividends on only $0.18 cents of AFFO? I am. More often than not, #GMRE’s dividend payout has been above 100%, and it happens so often that I am unsure how they will have the ability to continue to pay $0.20, much less raise it in the short term. - CapitalKing - 2019-08-22 00:33:27 PDT

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

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

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

#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

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

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

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

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

#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

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

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

@Kodibearb - Looking at STAG’s Investor Presentation Spring 2019, the company makes mention of the importance of e-commerce " - E-commerce is an incremental demand driver to sector. E-commerce accounts for 10% of US retail sales, and is projected to grow to 23% by 2025." From the list of largest tenants, the REIT has, I didn’t see Amazon listed or another large e-commerce pure player. The great thing about STAGs portfolio is that it is very diversified, the largest tenant had 2.2% ABR, and it drops fast from there. Their tenant list included the following companies as of Q1 2019: General Services Admin. 2.2%, XPO Logistics 1.4%, Yanfeng 1.2%, Solo Cup 1.2%, TriMas Corporation 1.2%, Deckers Outdoors 1.0%, WestRock Company 0.9%, Generation Brands 0.8%, Carolina Beverage Group 0.8%, Schneider Electric USA, Inc. 0.8%, Emerson Electric 0.8%, FedEx 0.8%, Perrigo 0.8%, American Tire Distributors Inc 0.7%, Sunland Logistics 0.7%, Armacell, LLC 0.7%, Northern Tool & Equipment Co. 0.7%, Packaging Corp of America 0.7%, Coca-Cola Company 0.6%, DHL Supply Chain 0.6%. So maybe Amazon or other e-commerce players are listed somewhere in the remainder of the list but it would represent less than 0.6% of STAG’s ABR. I think this is one thing that makes STAG’s portfolio so stable. Let’s see if in the next presentations it will have a callout about e-commerce or these other companies. - 777i - 2019-05-26 18:41:52 PDT

#ILPT states in their Q3 2019 report that Amazon.com represents 14.2% of their Annualized Rental Revenues, so that is up from the ~10% you mentioned from earlier in the year. - Paul_R_investor - 2019-11-09 22:11:07 PDT

The answer is Yes, and the follow-up question should be how can our REITs continue to rent space to them :) - 777i - 2019-05-24 20:27:11 PDT

Amazon is everywhere and in several sectors. It can benefit REITs by renting office space, industrial and logistic complexes, retail locations for there Amazon Go stores, and book stores, and other retail points, their Wholefood locations, and more. I would also think that were every they are going and renting it would be Class A type of properties and locations. - LLNN - 2019-05-24 00:15:20 PDT - LLNN - 2019-05-24 16:51:01 PDT