Tag Archives: Realty

The Shorts Are Winding Down But I Own Digital Realty For The Long Haul

By Brad Thomas: As I have explained in a previous article “many hedge fund managers view REITs as strange creatures,” not so much because they offer powerful forms of dividend repeatability, but more so because they really don’t understand how … Continue reading

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American Realty Investors – Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst

By George D’Angelo II: Thesis & Catalyst for American Realty Investors, Inc. (NYSE:ARL) ARL is a real estate company trading on the New York Stock Exchange. It is controlled by Gene Phillips, from the old Southmark with a checkered past. … Continue reading

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American Realty Capital Properties: A Good Value That Is Gaining Strength

By James Bjorkman: ARCP and Red Lobster: Gourmet Delicacy or Bargain Bin Trash? In May 2014, American Realty Capital Properties (NASDAQ:ARCP) became the owner of properties upon which sit about 500 Red Lobster seafood restaurants. There has been trepidation in … Continue reading

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American Realty Capital Properties – The Other Part Of The Capital Structure

By Michael Terry: In the beginning of July 2014, I wrote an article about how Realty Income’s (NYSE:O) debt was tight, and gave investors an alternative – namely EPR Properties (NYSE:EPR). At the conclusion of the article, I stated: Bottom … Continue reading

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Digital Realty Keeps Cruising

By Portfolio Management 101: On March 15th, I published an article about Digital Realty (NYSE:DLR) on Seeking Alpha (Read Article) that highlighted how its international interconnected network of data centers will help distance it from the competition. At the time … Continue reading

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Digital Realty Has A Powerful Moat Of Dividend Repeatability

By Brad Thomas: It’s hard to imagine a data center as fortress that is surrounded by a wide moat but that’s the picture that comes to my mind when I think about Digital Realty (NYSE:DLR). It’s not just my imagination … Continue reading

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Finding A Margin Of Safety In Realty Income

By Brad Thomas: When I study the FASTGraph for Realty Income (NYSE:O) below, I observe a security that is trading at “sound” value. Not a “bargain” or what Ben Graham would describe as a stock trading at a considerable discount … Continue reading

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Underreaction To Recent News Makes Arbor Realty An Opportunity

By Dane Bowler: Opportunities often manifest from the market overreacting to news that only seems like a big deal in the near term, but is actually rather minor. Arbor Realty (NYSE:ABR), today, is the opposite kind of opportunity. On 7/21/14, … Continue reading

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Mr. Market Doesn’t See The Seafood Lover In American Realty Capital Properties

By Brad Thomas: Has it really been almost 3 years? I can remember that just around 34 months ago I wrote my first article on American Realty Capital Properties (ARCP) as the New York-based REIT entered publicly-traded REIT-dom. If you … Continue reading

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Realty Income Might Be Tight, But Here Is An Alternative

By Michael Terry: The other day I wrote an article on Realty Income’s (O) bonds stating: Bottom Line: While Realty Income is perhaps the most respected of the triple-net REITs and has a solid balance sheet, the debt, while solid, … Continue reading

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