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Brad Thomas

 
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  • Could New York REIT Be A Takeover Target? [View article]
    alschroed - I agree and I'm looking for a sub 10 entry price. Brad
    Aug 16 06:51 PM | Likes Like |Link to Comment
  • Could New York REIT Be A Takeover Target? [View article]
    storkdoc - I plan to put together a NAV-based model on NYRT later this week...Thanks, Brad
    Aug 16 06:50 PM | Likes Like |Link to Comment
  • Annaly Capital: When The CEO Buys $1 Millon In Shares, I Listen [View article]
    RS - remind me again, what is she making?
    Aug 15 10:36 AM | 1 Like Like |Link to Comment
  • Here's A Cool Way To Soak Up The Dividends With This Net Lease REIT [View article]
    As Traditional Golf Courses Fade, Hybrids Like Topgolf Tee It Up.
    Facinating retail concept for a dying industry.I am a sucker for a golf/retail/commercial real estate story.
    Source: ULI Online Magazine http://bit.ly/1pPuiCc
    Aug 14 10:30 AM | 1 Like Like |Link to Comment
  • I'm Staying On The Gramercy Property Trust Train [View article]
    Late yesterday, GPT announced intent to redeem its 8.125% Series A preferred stock at $25.32161/share
    Aug 14 08:32 AM | 1 Like Like |Link to Comment
  • I'm Staying On The Gramercy Property Trust Train [View article]
    TB - Thanks for reading and commenting. GPT said it will continue to focus on one-off deals. All the best. Brad
    Aug 14 08:32 AM | Likes Like |Link to Comment
  • Here's A Cool Way To Soak Up The Dividends With This Net Lease REIT [View article]
    steveasherman- Thanks for reading and commenting - Important to look at over time and remember that equity is a significant component of income for senior level people. If an individual has a history of regular moderate selling they may simply be converting some portion to cash income and/or maintaining portfolio allocation....I'm more tuned into Insider buying...Thanks, Brad

    Aug 12 09:54 PM | Likes Like |Link to Comment
  • Here's A Cool Way To Soak Up The Dividends With This Net Lease REIT [View article]
    smurf - Thanks for reading....Regarding recent stock volatility – note the CEO's appearance on Cramer (on Website) , huge order pushed it to over $60, 5 minutes before close and release of earnings (day showed up 6%), next day came down with the “appearance” of down after earnings, caused by significant technical volatility…and made chart look messy. Highly unusual for EPR. --- call it Cramer power --- All the best. Brad
    Aug 12 09:52 PM | Likes Like |Link to Comment
  • Here's A Cool Way To Soak Up The Dividends With This Net Lease REIT [View article]
    th3decider - Thanks for reading....EPR never had one theatre miss a rent payment in the history of the company...All the best. Brad
    Aug 12 09:49 PM | 2 Likes Like |Link to Comment
  • Here's A Cool Way To Soak Up The Dividends With This Net Lease REIT [View article]
    Otherja - EPR's investments are highly recession resistant – movies still one of the cheapest forms of entertainment around – 25 yr. revenue CAGR = 4%, ski are metro hills…not big destination resorts, state per pupil funding follows students to the public charter schools. More insight available here http://bit.ly/1lSZnkC - All the best, Brad
    Aug 12 09:48 PM | Likes Like |Link to Comment
  • Here's A Cool Way To Soak Up The Dividends With This Net Lease REIT [View article]
    montrachet - Thanks for reading and commenting...sorry for the late reply...been finishing up my newsletter...All the best, Brad
    Aug 12 09:46 PM | Likes Like |Link to Comment
  • iREIT TV: Avoid the 3 Ts; Nothing But Net-Lease [View article]
    Doggoneit - Thanks for reading/watching. Best of luck and avoiding the 3 T's. Brad
    Aug 11 12:15 PM | Likes Like |Link to Comment
  • It May Be Time To Check Into Chatham Lodging Trust [View article]
    cwebjohn - Thanks for posting. Brad
    Aug 11 11:35 AM | Likes Like |Link to Comment
  • iREIT TV: Avoid the 3 Ts; Nothing But Net-Lease [View article]
    toneguru - Thanks. Always good to be on that list. All the best. Brad
    Aug 11 09:33 AM | Likes Like |Link to Comment
  • iREIT TV: Avoid the 3 Ts; Nothing But Net-Lease [View article]
    CapeCapMgmt - Thanks for watching. All the best. Brad
    Aug 11 09:32 AM | Likes Like |Link to Comment
COMMENTS STATS
8,570 Comments
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