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Dane Bowler  

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  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    DGI,

    You make a valid point about the raise in dividend consequent to the ARCt purchase. I had missed that. Thank you for the correction.
    May 15, 2013. 08:22 PM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment Part 2: Dividends With Gladstone Commercial [View article]
    Bucknfl,

    Good question,

    They can afford the dividend, but just barely. Their FFO payout ratio has consistently been very near 100%.
    May 15, 2013. 07:10 PM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    For those of you inquiring about the delays, the 2nd part is now officially live to all SA readers. I apologize for the delay, it just got snagged in the process.
    May 15, 2013. 05:59 PM | 1 Like Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment Part 2: Dividends With Gladstone Commercial [View article]
    Yes, they do have a substantial amount of debt. And yes it will limit future growth. That is why I had an entire section in the article dedicated to why this is not a growth company. It is simply a strong dividend play with secure cashflows.
    May 15, 2013. 05:55 PM | 2 Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    bucknfl,

    I am working with SA to make it available as soon as possible. It appears to be a glitch in the launching process.
    May 15, 2013. 01:24 PM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    Grumpy,

    Good point, and thanks for providing the additional color.
    May 15, 2013. 11:03 AM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    Bruce,

    I thought that was a crucial point as well. Thank you for catching it
    May 14, 2013. 08:11 PM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    geneh,

    All of those questions are answered in the article

    http://seekingalpha.co...
    May 14, 2013. 07:20 PM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    Berloe,

    A very valid point, thanks for the contribution
    May 14, 2013. 01:34 PM | 1 Like Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    socksycat,

    I believe the changing environment will affect all REITs to varying degrees. Hotels seem to be suffering the lease as cap rates on hotels remain quite high. It also depends how much the companies rely on acquisitions t fuel growth. Those with more organic potential are less adversely affected.

    I hope this helps, and the GOOD article is live now
    May 14, 2013. 01:34 PM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    drcarl,

    Thank you for the kind words. The article on GOOD leaves embargo in a couple hours.
    May 14, 2013. 11:31 AM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    pendragony,

    That is a fair point. Faster compounding is a slight advantage. I'll have to be more careful with my wording in the future, thank you.
    May 14, 2013. 09:18 AM | 1 Like Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    charlie,

    Perhaps a short could work if you were to redeploy the capital in hopes that the long position would outperform O. It would take alot more guts than I have though.

    Good luck
    May 14, 2013. 09:17 AM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    Thank you Rob, the article on GOOD will come out of embargo in a few hours.
    May 14, 2013. 09:14 AM | Likes Like |Link to Comment
  • Unrelenting Outperformance With Ashford Hospitality Trust [View article]
    Walter,

    There is nothing immoral about it. It is just good business. There is a reason companies prefer non-recourse debt and AHT showed us why.
    May 11, 2013. 01:39 PM | 1 Like Like |Link to Comment
COMMENTS STATS
691 Comments
470 Likes