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Results(29) #WPC

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Tomorrow might be a great day to buy #WPC. As per the Yahoo graph below, it’s RSI is below 30, and it below the 14 day price mean.


- Bob_knows - 2021-09-09 19:58:38 PDT - See full comment

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Good point, plus #WPC is a strong REIT which is has been growing for the past couple of years. - DividendFinder - 2021-09-09 20:00:52 PDT

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W. P. Carey - W. P. Carey Inc. Increases Quarterly Dividend to $1.048 per Share - News released on Thu, 11 Mar 2021 21:31:09 +0000 (UTC) - REITNewsHeadlines - 2021-03-11 19:31:16 PDT - See full comment

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Probably a good time to invest in #WPC. This is a nice dividend increase. They have always been pretty consistent with their dividends. - thisway - 2021-03-11 19:31:16 PDT

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Agree #WPC is still trading at attractive levels due to concerns over its hospitality assets, but it is a great company and worth holding for the long run. - Gekko5 - 2021-03-11 23:42:19 PDT


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W. P. Carey - W. P. Carey Announces Four Industrial Investments Totaling $121 Million - News released on Mon, 11 Jan 2021 12:31:55 +0000 (UTC) - REITNewsHeadlines - 2021-01-11 20:31:59 PDT - See full comment

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#WPC $121 million in just four industrial investments, that is significant! - REITFocused - 2021-01-11 20:31:59 PDT

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IndexClassic2019 - W. P. Carey Inc. Announces Third Quarter 2020 Financial Results - News released on Fri, 30 Oct 2020 11:31:10 +0000 (UTC) - REITNewsHeadlines - 2020-10-31 10:20:03 PDT - See full comment

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Q32020 Financial Highlights of #WPC are: Net income attributable to W. P. Carey of $149.4 million, or $0.85 per diluted share, including Real Estate segment net income attributable to W. P. Carey of $147.0 million, or $0.84 per diluted share! AFFO of $202.0 million, or $1.15 per diluted share, including Real Estate segment AFFO of $196.8 million, or $1.12 per diluted share! 2020 AFFO guidance reinstated with a range of $4.65 to $4.75 per diluted share, including Real Estate AFFO of between $4.51 and $4.61 per diluted share and assuming full year investment volume totaling between $750 million and $1 billion! Quarterly cash dividend raised to $1.044 per share, equivalent to an annualized dividend rate of $4.176 per share! Real Estate Portfolio: Overall collection rate of 98% for 2020 third quarter rent due and 99% for October rent due! Weighted-average lease term of 10.6 years! - Gekko5 - 2020-10-31 10:20:03 PDT

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W. P. Carey Inc. Press Release: W. P. Carey Announces $40 Million Investment in Light Manufacturing Facility - News released on 5 Oct 2020 07:35:58 -0400 - REITNewsHeadlines - 2020-10-05 09:49:12 PDT - See full comment

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Manufacturing is coming back! #WPC investing in the light manufacturing sector is a smart move, just like in logistics and warehouses. - BlueBlue - 2020-10-05 09:49:12 PDT

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W. P. Carey Inc. Press Release: W. P. Carey Inc. Announces Second Quarter 2020 Financial Results - News released on 31 Jul 2020 07:42:41 -0400 - REITNewsHeadlines - 2020-07-31 07:14:24 PDT - See full comment

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AFFO for #WPC for the 2020 second quarter was $1.14 per diluted share, down 6.6% from $1.22 per diluted share for the 2019 second quarter. AFFO from the Company’s Real Estate segment (Real Estate AFFO) decreased due primarily to the impact of COVID-19 on rent collections during the 2020 second quarter, partly offset by the accretive impact of net investment activity and rent escalations. - ReaderBeliever - 2020-07-31 07:14:24 PDT

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W. P. Carey Inc. Press Release: W. P. Carey Inc. to Release Second Quarter 2020 Financial Results on Friday, July 31, 2020 - News released on 17 Jul 2020 07:37:21 -0400 - REITNewsHeadlines - 2020-07-17 06:51:40 PDT - See full comment

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#WPC having a diverse portfolio will provide a glimpse of the industry. #WPC is also an efficient REIT, so that also sets a benchmark for how others may perform. - 777i - 2020-07-17 06:51:40 PDT

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Ya, lookforward to this one. - Kev B - 2020-07-27 07:19:06 PDT


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W. P. Carey Inc. Press Release: W. P. Carey Inc. Increases Quarterly Dividend to $1.042 per Share - News released on 11 Jun 2020 16:36:01 -0400 - REITNewsHeadlines - 2020-06-11 16:32:17 PDT - See full comment

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#WPC increased dividends today, they increased it only by $0.002 (meaning 1/5th of a cent) over the last quarter’s value. But I guess it’s better than decreasing. I bought shares today and will likely buy more tomorrow. - AI_AI - 2020-06-11 16:32:17 PDT

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W. P. Carey Inc. Press Release: W. P. Carey Inc. Announces First Quarter 2020 Financial Results - News released on 1 May 2020 07:42:22 -0400 - REITNewsHeadlines - 2020-05-01 23:24:47 PDT - See full comment

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#WPC had a good Q1 with Adjusted FFO (AFFO) increasing to $1.25 from $1.21 last year. - Kev B - 2020-05-01 23:24:47 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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W. P. Carey Inc. Press Release: W. P. Carey Inc. Increases Quarterly Dividend to $1.04 per Share - News released on 12 Mar 2020 16:40:27 -0400 - REITNewsHeadlines - 2020-03-12 22:34:00 PDT - See full comment

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This is some good news in the middle of all this craziness. Thank you #WPC for brightening my day! - BlueBlue - 2020-03-12 22:34:00 PDT

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Is #WPC still a buy? - Paul_R_investor - 2020-03-29 16:33:14 PDT

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As a result, #WPC dividend yield is above 6.12% which is a goo deal for a company like this. - Gekko5 - 2020-03-14 14:34:14 PDT


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W. P. Carey Inc. Press Release: W. P. Carey Inc. Announces 75th Consecutive Quarterly Dividend Increase - News released on 18 Dec 2019 16:40:20 -0500 - REITNewsHeadlines - 2019-12-19 23:25:28 PDT - See full comment

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Great news! Will look to buy more #WPC - CapitalKing - 2019-12-19 23:25:28 PDT

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What is going on with EPR’s stock price?! - RoTtom - 2019-12-12 11:47:19 PDT - See full comment

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EPR’s Adjusted funds from operation dropped from $1.58 in Q3 2018 to $1.46 in Q3 2019. It is important to note though that EPR had two robust AFFO results (abnormally high) in Q2&Q3 2018, so it is making this year’s results look weaker. If you compare its AFFO results for the last three quarters, it has been improving, and the dividend payout ratio has also improved (77% vs. 82%). #EPR is a unique company in the REIT sector with its entertainment & educational portfolio, which worries many investors who don’t understand it. I’m holding EPR even on the drop (and buying more), I like its monthly dividends and believe in the company’s management. - Gekko5 - 2019-12-14 10:32:58 PDT

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Its stock is showing some recovery in later half of this week. - Gekko5 - 2019-12-22 09:54:23 PDT

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Guys, #EPR has hit a low of $67-$68 any ideas why? - RoTtom - 2019-12-12 11:49:20 PDT

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I purchased #EPR at $67.5 today, and it had a small rebound to $67.95 at the close of the day. This may not yet be the end of the drop-off. - Paul_R_investor - 2019-12-13 20:26:42 PDT

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#WPC is also free falling today! - LLNN - 2019-12-13 12:28:15 PDT

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Yes, #EPR has lost most of its gains for the year, trading at only 5 dollars above its 52week low and 18 dollars below its 52week high. I missed my chance to sell this stock on a high. - Molly23da - 2019-12-12 21:05:10 PDT


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W. P. Carey Inc. Press Release: W. P. Carey Inc. Announces Third Quarter 2019 Financial Results - News released on 1 Nov 2019 07:38:15 -0400 - REITNewsHeadlines - 2019-11-01 11:53:55 PDT - See full comment

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Seems like #WPC is slowly slipping potentially after the CPA17 merger. The occupancy of net-leased properties is down year-over-year in the last four quarters, and the same goes for adjusted funds from operations. - Paul_R_investor - 2019-11-09 21:41:38 PDT

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I bought more #WPC today. - Bob_knows - 2019-11-29 13:23:48 PDT

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#WPC is trading at the lowest price I have seen it in the last three or more month. - Fyryr - 2019-11-21 19:12:06 PDT

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Today #WPC reported their 3rd quarter earnings. Their 2019 AFFO guidance range lowered and narrowed to $4.95 to $5.01 per diluted share, including Real Estate AFFO of $4.70 to $4.76 per diluted share. AFFO for the 2019 third quarter was $1.30 per diluted share, down 12.2% from $1.48 per diluted share for the 2018 third quarter. AFFO from the Company’s Real Estate segment (Real Estate AFFO) increased, due primarily to the accretive impact of properties acquired in the CPA:17 Merger and net acquisitions, as well as higher lease termination income and other revenue, partly offset by the dilutive impact of shares issued through our ATM program. AFFO from the Company’s Investment Management segment declined, due primarily to the cessation of Investment Management revenues and distributions previously earned from CPA:17. - Fyryr - 2019-11-01 11:53:55 PDT

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It is a long term hold. - BlueBlue - 2019-11-07 10:01:58 PDT

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I bought #wpc today when it reached a 5% price drop. I’m confident the price will at least rebound during this next quarter. - LLNN - 2019-11-01 12:40:36 PDT


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W. P. Carey Inc. Press Release: W. P. Carey Inc. Increases Quarterly Dividend to $1.036 per Share - News released on 18 Sep 2019 16:44:08 -0400 - REITNewsHeadlines - 2019-09-18 14:34:14 PDT - See full comment

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Nice! W.P. Carey #WPC increased its quarterly cash dividend to $1.036 per share, equivalent to an annualized dividend rate of $4.14 per share. - LLNN - 2019-09-18 14:36:40 PDT

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They also announced a dividend increase today! - AI_AI - 2019-09-18 21:08:39 PDT


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W. P. Carey Inc. Press Release: W. P. Carey Announces Industrial Investments Totaling $111 Million - News released on 16 Sep 2019 07:44:43 -0400 - REITNewsHeadlines - 2019-09-16 16:01:55 PDT - See full comment

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Great to see #WPC investing in industrial sector! - Omick99 - 2019-09-16 16:01:55 PDT

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A 4.7 dividend yield on #WPC is till very good. - Atopp - 2019-09-17 11:58:45 PDT


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Why has EPR’s price been dropping this week? - Billy123 - 2019-09-13 13:25:58 PDT - See full comment

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W.P. Carry, on the other hand, hit an I’ll time high this week at $91.6, I own both #WPC and #EPR and they they are both good stocks trading at fair multiples. They are fairly different REITs and their stocks have different behaviors although both have been trending upward over time. I think EPR will start trending upwards again, and I see now as a buying opportunity for me. - Kev B - 2019-09-15 12:33:52 PDT

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Hi Billy, I haven’t seen anything in the news regarding EPR which would make its price drop, so it seems more like the normal ups and downs of the market. In my opinion, it is a buying opportunity as it will eventually rebound. - Davestew - 2019-09-13 23:07:47 PDT

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Getting #EPR at a 6% dividend yield would be great. - Fyryr - 2019-09-18 21:18:15 PDT

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I saw that too, I was surprised to see it go from $79 to low 75 in about a week. Not sure if it is based on any news. - Atopp - 2019-09-13 15:37:29 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 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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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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W. P. Carey Inc. Press Release: W. P. Carey Inc. Announces Second Quarter 2019 Financial Results - News released on 2 Aug 2019 07:40:42 -0400 - REITNewsHeadlines - 2019-08-03 17:57:05 PDT - See full comment

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

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Washington Prime Group #WPC states that the Combined Tier One and Open Air occupancy decreased 120 basis points in Q2 2019 to 92.5%, all of which was attributable to the bankruptcies of Charlotte Russe, Gymboree, and Payless ShoeSource. This is the tough thing about when a REIT is holding tenants with poor creditworthiness and the REIT doesn’t have the ability to replace them before they go bankrupt. - TimHl - 2019-08-21 23:30:05 PDT


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

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What is going on with CIM Commercial Trust Corp? Their Quarterly FFO dropped from .26 to .07 Year-over-year, and also their revenues and their occupancy was down? #CMCT also announced on August 8, 2019, they will do 1-for-3 reverse stock split on their common stock, to be effective on September 3, 2019. Is #CMCT going through some kind of revamp of assets or change in strategy? - Faston - 2019-08-19 22:50:26 PDT

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The stock also dropped when they cut the dividend from $0.375 to $0.075. The change in FFO was however due to the 3 to 1 reverse split. - Kenbeertt - 2019-11-16 18:28:50 PDT

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

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

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According to a WallStreet Journal report, Blackstone sold the last of its stake in Invitation Homes #INVH, a REIT it created after the housing crash and buying up tens of thousands of single-family homes. - Gekko5 - 2019-11-21 20:26:08 PDT

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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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.” - 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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W. P. Carey Inc. and Extra Space Storage Inc. Announce Self-Storage Net Lease Transaction - News released on Mon, 03 Jun 2019 17:08:44 -0400 - REITNewsHeadlines - 2019-06-03 19:17:54 PDT - See full comment

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#WPC Carey’s Stock has done very well this year, a result of years of disciplined work by management. - Rocco64 - 2019-06-09 00:11:20 PDT

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Looks like a good deal for both REITs. #WPC and EXR. have entered into net lease agreements for 36 self-storage properties owned by W. P. Carey. "The properties will be triple-net leased by Extra Space Storage for a period of 25 years. The leases include termination rights for both companies on the 10- and 20-year anniversaries, based on certain performance metrics. Commencing on the three-year anniversary, W. P. Carey also has the right to terminate the leases in the event of a sale, with Extra Space Storage retaining the right of first offer to acquire the properties. Rent generally commences by August 2019 and increases annually by a fixed percentage plus a percentage of revenue growth. The transaction includes a large majority of the self-storage properties that W. P. Carey acquired in its merger with CPA:17, representing approximately 90 percent of its total operating self-storage net operating income." - CapitalKing - 2019-06-03 19:23:25 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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