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Results(14) #STAG

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VEREIT #VER completed on Friday 12/17 a one-for-five reverse stock split taking its stock price from a 12/17 closing price of $7.69 to $37.86 on 12/18.
- TimHl - 2020-12-21 12:59:11 PDT - See full comment

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I received my #VER dividends last Friday, I plan to continue buying more VEREIT! - womba - 2021-01-18 12:54:04 PDT

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#VER is trading lower today (12/21) after JP Morgan downgraded the stock from Overweight to Neutral. It also downgraded #STAG from Overweight to Neutral, #BXP from Neutral to Underweight, and #MAC from Neutral to Underweight. - Rken - 2020-12-21 13:09:33 PDT

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

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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


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Plymouth Industrial REIT - Boston - Plymouth Industrial REIT Declares Fourth Quarter 2020 Common Stock Dividend - News released on Tue, 15 Dec 2020 12:00:59 +0000 (UTC) - REITNewsHeadlines - 2020-12-15 09:35:25 PDT - See full comment

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#PLYM declared a regular quarterly cash dividend of $0.20 per diluted share, or an annualized dividend of $0.80 per diluted share, for the fourth quarter of 2020. - LLNN - 2020-12-15 09:35:25 PDT

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


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Rexford Industrial Realty, Inc. Press Release: Rexford Industrial Acquires Five Industrial PropertIes for $73.2 Million - News released on 2 Jul 2020 16:33:34 -0400 - REITNewsHeadlines - 2020-07-04 13:14:41 PDT - See full comment

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Today when the market dipped, I bought industrial REITs #REXR, #STAG, #EGP, #TRNO, #PLD, #DRE, and #FR. I’m betting long on industrial REITs. - Kyuie - 2020-07-07 19:10:48 PDT

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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

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Rexford Industrial isn’t playing around! They acquired 5 properties (434,000 Square Feet) in Prime Infill Southern California Markets, in 2020 #REXR acquisitions have already totaled $342.9 Million! - JohnforkO - 2020-07-04 13:14:41 PDT

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Prologis, Inc - Prologis Announces Early Tender Results, Early Settlement Date and Increase of the 2024 Note Tender Cap in Its Pending Cash Tender Offer - News released on Sat, 27 Jun 2020 01:00:51 +0000 (UTC) - REITNewsHeadlines - 2020-06-28 12:36:54 PDT - See full comment

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#PLD is a great reit in the industrial segment, but the price is too high. #STAG pay’s monthly dividends at 5% yield, so a better investment for me. - Spareideas - 2020-06-28 12:36:54 PDT

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Which REITs are less likely to cut dividends due to Covid-19? - JohnforkO - 2020-04-18 15:39:58 PDT - See full comment

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Some REITs are taking hard measures in other cost-saving initiatives in order to not have to cut dividends. Since cutting dividends will result in a hard stock price drop, and that can be even worst for the REIT. - Kodibearb - 2020-04-25 11:36:37 PDT

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Some of the REITs I bought today I think are less likely to cut their dividends. This list includes industrial REITs #REXR Rexford Industrial Realty, Inc., #DRE Duke Realty Corporation, #STAG STAG Industrial, Inc, #FR First Industrial Realty Trust, Inc. - Kev B - 2020-04-21 16:02:56 PDT

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

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Dow futures apparently have reversed Monday night, and points to an opening drop of more than 200 points tomorrow. Will be ready to buy more. - WowReits - 2020-04-20 20:35:00 PDT

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To add to this question can some sectors be less likely to cut dividends? - Omick99 - 2020-04-20 01:05:08 PDT

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#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

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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

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I would look at REITs that didn’t cut it back in 2007 to 2009, they would probably be a good indicator of REITs that will resist again. - Atopp - 2020-04-19 16:15:02 PDT

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Which way do you guys expect the market to head next Friday when the job/employment report comes out? Do you expect stock price already baked the losses in, or will there be a further drop to come? - Gekko5 - 2020-03-28 21:47:00 PDT - See full comment

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Today’s report had 700K job losses, yet the market didn’t even care. - Star_Go - 2020-04-03 17:57:36 PDT

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

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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

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Now is the time more than ever to look for the companies and REITs that have had tight responsibility on their balance sheet. Those are the companies that will make it the farthest in this current crisis. - 777i - 2020-03-30 11:14:57 PDT

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

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Hard to imagine the market going higher. Not that I ever accurately predict which way it’s going. I will be looking which way futures are trading in the Thursday after hours. - Rocco64 - 2020-03-29 12:36:57 PDT

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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

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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

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I think the market rallied to early last week. I get it; it is nice to see the market rally, it gives a boost of confidence it buying cheap stocks knowing there will be a market for it. But the rally was early because no one fully understands all the impacts to come. But make sense, the FOMO overtakes us all, and we want to buy even if there are uncertainties, but the prices start heading up already. Based on some reports out there the job numbers for March will not be pretty and will probably drive prices down again. - LLNN - 2020-03-29 10:29:25 PDT

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


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

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

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Which REITs have Amazon.com as a major tenant (customer)? - Kodibearb - 2019-10-13 11:12:12 PDT - See full comment

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Hi Kodibearb this is a helpful thread for me as I’m looking to buy more REITs that have close ties with e-commerce. Thanks. I will buy more #STAG. - LLNN - 2020-03-29 10:48:10 PDT

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Amazon.com is #STAG Stag Industrial’s second-largest tenant equating to 1.7% of Stag’s revenues (ABR). Stag has a diversified list of top companies in its customer portfolio. - CapitalKing - 2019-10-20 14:13:27 PDT

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Found one more, for the industrial REIT Liberty Property Trust - #LPT Amazon.com accounts for 2.4% of Net Rent. Amazon is its second-largest tenant after XPO Last Mile, Inc. with 2.7%. - WowReits - 2019-10-19 18:14:55 PDT

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You can add Cousins Properties to the list of REITs with Amazon as a top client. Amazon is ~2.5% of revenues in the 2nd quarter ’19. The number one tenant of #CUZ (NYSE) is BoA with 6.1% and NCR Corp with 5.3%. - WowReits - 2019-10-19 17:58:38 PDT

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About 1.3% of Columbia Property Trust, Inc.’s (#CXP) Annualized Lease Revenue (ALR) comes from Amazon Web Services, Inc. (AWS), the Cloud technology division of Amazon, Inc. - BlueBlue - 2019-10-19 14:20:40 PDT

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#TRNO third-largest tenant is Amazon.com with Terreno’s 2.5% revenues. The first two tenants are US Government and FedEx. XPO is ranked as TRNO’s number 9th largest customer. - Billy123 - 2019-10-18 21:42:50 PDT

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Kilroy Realty Corp [#KRC] has 2% of rent revenues coming from Amazon.com office leases in Amazon’s HQ Seattle area region. - Mr.Opinion - 2019-10-13 22:50:14 PDT

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@Kodiberb you are asking some good questions. Amazon.com represents 6.1% of Leased SF and 6.8% of ANLV of Duke Realty (#DRE). Amazon.com ranks as number one in Duke’s customer’s list. The top ten tenants of Duke account for 19.4% of total tenants which is moderate in my analysis. - Kev B - 2019-10-13 12:30:28 PDT

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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


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

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

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Drastic change from last week’s market were everything is back on the rise. - LLNN - 2019-08-29 09:50:32 PDT

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While the market had lots of reds today, some REITs like #EPR, #WPC, #NNN, #BPR were flying high. - Mrinvesta - 2019-08-27 19:35:51 PDT

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

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

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

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

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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

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

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

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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

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

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

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#VNQ is ~1.4 down, #wpc only 1.05% down, #qts down 2.6%! - Rocco64 - 2019-08-23 13:20:50 PDT

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

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

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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

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

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#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

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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

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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

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


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What do you guys think of Terreno Realty corp compared to other warehouse REITs? - BlueBlue - 2019-08-19 20:42:12 PDT - See full comment

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This makes me wonder if there are any ETF focused on these industrial REITs #TRNO, #STAG, #DRE, #REXR, #COLD, #PLD, #EGP, #FR, #MNR, and #LPT. That would be an awesome industrial REIT ETF to hold. - LLNN - 2019-08-19 21:02:41 PDT

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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


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

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

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

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

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

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

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

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

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

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

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

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

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

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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

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

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

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

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

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


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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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Which REITs do you think will benefit from Amazon and which ones won’t? - Rocco64 - 2019-05-23 14:47:33 PDT - See full comment

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I saw a report on how almost the same amount of hourly jobs disappearing from retail stores is being created in new warehouse and fulfillment centers. Not sure how reliable that report was, but if it is accurate, that for me signals how much industrial REITs can still grow during the next decades. As far as warehouse jobs go, I imagine there will continue to be a decline with the replacement of robots and automation. - AI_AI - 2019-07-01 21:02:30 PDT

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#TRNO is another reit in the logistics space that is doing really great this year. The company continues to grow strong YoY. - Rken - 2019-06-07 13:35:03 PDT

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An article titled "Amazon And Kohl’s: Proof That Collaboration Works" written by professor Jason Wingard on Forbes www.forbes.com/sites/jasonwingard/2019/05/28/kohls-amazon-proof-that-collaboration-works/#1411e8684c19 talks about a Kohl’s partnership to accept Amazon returns across all of Kohl’s US stores. So Rocco64, to answer your question, Amazon can potentially benefit even the traditional mall REITs. Not that this of itself will save malls, but at least it presents additional opportunities for foot traffic to Kohl’s and the malls it’s in - CapitalKing - 2019-05-28 22:07:40 PDT

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Interesting to see that at the very least #STAG & #ILPT have American Tire Distributors as a customer. I’ve seen ATD’s tire warehouses and they are huge, I thought they managed all their own FCs and didn’t know they were using these REITs. That is great for our REITs. - womba - 2019-05-27 00:20:46 PDT

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How about STAG? Is Amazon.com its tenant? Are STAG’s properties competitive for e-commerce? - Kodibearb - 2019-05-26 11:04:26 PDT

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@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

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Prologis REIT is also a large Amazon.com landlord. Prologis customers break down into three main categories, manufacturing, freight, and distribution. In their distribution category, a reasonable portion is for ecommerce activities. - Oppa Norm - 2019-05-25 21:45:47 PDT

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Between 9-to-10% of the annualized revenues of Industrial Logistics Properties Trust (ILPT) comes from Amazon.com. ILPT has 248 tenants, and according to their latest investor report, no other tenant has more than 3.5% of annualized rental revenues. Other large tenants of ILPT are Fedex, Coca-Cola Bottling of Hawaii, Safeway, Servco, American Tire Distributors, etc. - TitanCookie - 2019-05-24 22:56:03 PDT

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#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

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A better question would be, will Amazon take over the world? - UserNameHere - 2019-05-24 19:57:06 PDT

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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

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Duke Realty (NYSE: DRE ) is one REIT that had the foresight to cater towards the logistical / distribution requirements of e-commerce players and are now making a killing in this segment. Duke’s largest tenant is Amazon.com, it other large tenants include also WayFair.com, UPS of America, Home Depot, Target, and more like BestBuy, Walmart and so forth. #DRE has found the right formula to grown in this changing e-commerce and retail landscape. - Kev B - 2019-05-24 12:06:44 PDT

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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