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Dane Bowler

 
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  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    Brad,

    Congrats on getting an interview with Nick on Thursday, he is a VERY busy man. I look forward to seeing it and please feel free to post the link here if you want.
    May 24 01:03 PM | 1 Like Like |Link to Comment
  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    palladium,

    The purpose of paying down the credit facility IS future acquisitions. an undrawn facility provides the liquidity to move quickly on deals.
    May 24 12:53 PM | Likes Like |Link to Comment
  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    doug,

    The preferred is cheaper for them than common equity so in my opinion it is unlikely to be called in the near term.
    May 24 03:40 AM | 1 Like Like |Link to Comment
  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    rlp2451,

    Well, ARCP has a total acquisition pipeline for 2014 of roughly $4.5B, so some of the equity issuance is for future acquisitions in addition to catching up on former ones.

    I hope this helps to clarify and thanks for reading
    May 24 03:37 AM | 2 Likes Like |Link to Comment
  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    galicianova,

    Sorry for the long absence, I've been away at school working on getting an MBA. I'll be writing full time this summer
    May 24 03:36 AM | 3 Likes Like |Link to Comment
  • A Prominent Sector Headwind Stifles The Growth Of Sabra Healthcare [View article]
    Jim,

    Good question. The reason I chose SBRA is because it is, in my opinion, the most likely to be mistaken for a growth stock due to its history of very rapid growth. Stocks like OHI are more likely to be perceived as dividend plays which again, in my opinion, is a more accurate perception. This article was mostly intended as a warning to those who might be buying SBRA expecting large growth.

    Thanks for reading
    May 18 03:13 PM | Likes Like |Link to Comment
  • My 2014 Diversified REIT Portfolio Designed For Outperformance [View article]
    deanmortensen,

    Thank you for the kind words. CBL is certainly interesting right now. If it can successfully retenant the JCP vacancies it is positions for material outperformance.
    Jan 23 05:48 PM | Likes Like |Link to Comment
  • Deep Value And Near-Term Catalysts Position Winthrop For Outperformance [View article]
    passerby,

    My guess would be that the opportunities she was referring to on the call are being realized.
    Jan 17 03:12 PM | Likes Like |Link to Comment
  • The Impending Dividend Cut Makes Gladstone Land A Prime Short Opportunity [View article]
    srmcharts,

    They may have trouble covering it in the near-term, but given the recent acquisitions, I anticipate it will be covered before the end of 2014.
    Jan 16 03:09 PM | Likes Like |Link to Comment
  • Deep Value And Near-Term Catalysts Position Winthrop For Outperformance [View article]
    Thank you Daniel
    Jan 16 03:04 PM | Likes Like |Link to Comment
  • The Impending Dividend Cut Makes Gladstone Land A Prime Short Opportunity [View article]
    bale,

    In my opinion, it is still not an opportunistic buy. Perhaps in the $12 range it could become a potential long position
    Jan 12 10:25 PM | 1 Like Like |Link to Comment
  • My 2014 Diversified REIT Portfolio Designed For Outperformance [View article]
    It wasn't directly transferred to CBL, but that is roughly correct.
    Jan 10 04:04 PM | Likes Like |Link to Comment
  • My 2014 Diversified REIT Portfolio Designed For Outperformance [View article]
    galicianova,

    Its not as compelling as it was, but it is still far from overvalued in my opinion.
    Jan 10 02:00 PM | Likes Like |Link to Comment
  • My 2014 Diversified REIT Portfolio Designed For Outperformance [View article]
    Galicianova,

    AEC has fallen relatively less than some other REITS, so that is mostly a pricing decision.
    Jan 10 01:59 PM | Likes Like |Link to Comment
  • My 2014 Diversified REIT Portfolio Designed For Outperformance [View article]
    bale,

    The last batch of dividends was announced on the 8th of October, so assuming a quarterly cycle of announcement of a batch of 3 monthly dividends, it should be in the next day or two.
    Jan 7 10:53 AM | Likes Like |Link to Comment
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