The Chilton REIT Team manages approximately $360 million in Separately Managed Accounts (SMAs) for high net worth individuals and institutions. Additionally, the team is a sub-advisor for a mutual fund focused on REITs and real estate related entities, the West Loop Realty Fund (tickers: REIIX, REIAX, and REICX). The team is composed of Co-Managers Bruce Garrison, CFA, and Matt Werner, CFA. Blane Cheatham serves as REIT analyst assisting in REIT recommendations. Mr. Garrison has over 40 years of experience analyzing public REITs both on the buy-side and the sell-side. Mr. Werner joined Mr. Garrison on the Chilton REIT Strategy in 2009. Chilton Capital Management is a Registered Investment Advisor (RIA) located in Houston, Texas with approximately $1 billion under management. The minimum SMA investment is $250,000. For more information, please visit the website at http://chiltoncapital.com/reit-strategy.html or email email@example.com.
Retired investor- formerly insurance sales/financial products marketing;
interests include closed end funds, reits, Canadian stocks/reits , special situations, value tilt/contrarian approach - investing since mid 1970's w long term perspective incorporating technicals and fundamental research into my purchases.
current holdings include : IRT, SNR, cef's PGZ, PCI, PFN , mostly cash at 6/2016. due your own extensive due diligence before investing to fit your own personal situation, risk tolerance and needs.
Todd Sullivan is a Massachusetts-based value investor and Co-Founder and General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his original thesis. His blog features his various ideas and general commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain's NY and others. He has also appeared on Fox Business News and is a RealMoney.com contributor. Visit his sites: ValuePlays (http://valueplays.net/) , Rand Strategic Partners (http://randstrategicpartners.com)
My bio got deleted somehow...this is just a short one so I can send PMs...will update when I have more time. Began in 2012 and have a mix of 55 assets. Goal is to create steady, increasing income -- generated through dividends --- ready to withdraw as supplemental earnings within 8-10 years.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here: http://seekingalpha.com/article/3969664-difference-quarter-can-make-1st-quarter-portfolio-review?source=all_articles_title
I believe that everyone needs a portfolio business plan. Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars http://seekingalpha.com/article/2266863-a-current-review-of-dividend-safety-superstars-part-two
I'm the lead investment research analyst for income and dividend investing at Investors Alley, an independent investment research service. My primary role is editor of several investment advisories bringing deep dive research and actionable income and dividend investment recommendations to investors. These advisories include The Dividend Hunter, 30 Day Dividends, and Tax-Smart Income Hunter.
Prior to joining Investors Alley, I was a stock broker, a Certified Financial Planner, and an F-16 fighter pilot and flight instructor with the United States Air Force. In addition to my primary duty of flying the F-16 to defend our nation's skies I was an instructor in the F-16 Flying Falcon as well as the OV-10 Bronco. During my time in the service I was stationed at various military locations in including Osan AB, Korea, Patrick AFB, Florida, and Nellis AFB in Las Vegas. I graduated from the United States Air Force Academy with a degree in mathematics.
It was during those years when I was a Certified Financial Planner and helping families and individuals plan their finances and make wise investment decisions that found my second passion in life: investment research. (Flying was and still is my first.)
My area of specialty is evaluating income generating investments to find the combination of sustainable and growing dividends, special dividend opportunities, and share price appreciation driven by management's commitment to dividend growth. I have a particular emphasis on master limited partnerships, business development corporations, and real estate investment trusts.
I've previously written for USA Today, The Motley Fool, eHow, SFGate, Chron.com, Wikinvest.com, Moneynews.com, iStockAnalyst, among others, and have contributed vast firsthand research to a major provider of data on master limited partnerships, another area of extreme interest to me. Along with my duties with Investors Alley I'm a regular contributor to Seeking Alpha.
In addition to the articles posted here on Seeking Alpha you can find my investment analysis on the Investors Alley website and the weekly newsletter, The Market Cap.
I am an engineer who went on to law school and became a patent attorney and have been investing in stocks & bonds for the past 50 years. I hold many MLP's and REIT's along with a number of utilities and industrial stocks.