Tag Archives: REITs

A Few Net Lease REITs To Avoid

By Brad Thomas: Earlier this week I wrote an article on Net Lease REITs as more of a broad overview of the bond-like asset sector. In the article I included several Net Lease REIT peers many of which are considered … Continue reading

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Mortgage REITs – Like The Yield But Not The Volatility, Here Is An Alternative

By Michael Terry: As many readers are aware, I am a firm believer in the often overlooked asset class of preferred stocks. I have managed portfolios of them institutionally and own them in “retail” portfolios as well – including my … Continue reading

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Farmland Is The Next Big Thing In REITs

By Dane Bowler: The Buy Thesis Farmland Partners Inc (FPI) is a very new and very small farmland REIT which is largely misunderstood and mispriced by the market. This creates an opportunity to buy in at a price substantially below … Continue reading

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Industrial REITs: Time In The Sun Has Finally Come

By Chilton REIT Team: All Properties are Not Created Equal: Industrial It’s a close race between the industrial and self storage property types for the least ascetically pleasing award. As such, many casual observers could assume that all industrial warehouses … Continue reading

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Could 2014 Be The Year For The Mid-Cap REITs?

By Brad Thomas: Yesterday I wrote an article that countered Sam Zell’s comments in an interview with Betty Liu of Bloomberg. Zell said: …there are also a lot of $ 800 million, $ 700 million REITs that have no scale, … Continue reading

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Sam Zell Thinks Most REITs Aren’t Relevant, Except His Of Course

By Brad Thomas: Most people know about Sam Zell from his infamous leverage buyout of the media conglomerate, The Tribune Co. that filed for bankruptcy in 2008. The vision for the legendary investor was to roll up the Chicago Tribune, … Continue reading

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REITs Are Oversold; It Seems To Be A Good Time To Be Greedy While Others Are Fearful

By Portfolio Management 101: Greed is good. Some of you might remember the phrase being said by Gordon Gekko, the Wall Street villain played by Michael Douglas in the 1987 film, “Wall Street.” The actual phrase was much longer: Greed, … Continue reading

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REITS: Leaning On Dividend Growth

Matthew Crews: Introduction Last September we put out our first note on the REIT sector with a focus on Vanguard’s REIT Index ETF (VNQ). At that time the ETF was recovering from the initial market shock towards the Federal Reserve’s … Continue reading

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Brad Thomas Positions For 2014: Attractive Opportunities Present Themselves In REITs

By Brad Thomas: This is the fifth piece in Seeking Alpha’s Positioning for 2014 series. This year we have taken a slightly different approach, asking experts on a range of different asset classes and investing strategies to offer their vision … Continue reading

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Mortgage REITs: Unsafe At Any Yield?

By Geoff Considine (Quantext): Mortgage REIT funds such as iShares’ REM and individual mortgage REITs have very high yields, but these are accompanied by high volatility. Do mREITs have a meaningful place in income portfolios or is the risk just … Continue reading

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