HTA Is In The REIT Class That Teaches The ABCs Of The MOBs [View article]
This is some very fine work. Sell side is horrible with medical REITs and you have provided som excellent data for construction and rent growth/comp. Very nice
CoreSite: A Data Center REIT Fairly Valued And Poised For Growth [View article]
Oh man, I will have to look into it. I haven't had a position for some time.
What I have observed: Consensus NAV is around $31 so it is, and has been trading at a premium to NAV for a while (after a lot of data center buzz) , it had a couple of downgrades recently based on price. It is a solid company, but I think it is a bit pricey at present, however; long term, it consistently increases NAV, and has reasonable mean reversion to the consensus NAV--my opinion... you have $3 downside risk, but a solid long term hold based on what I have observed.
Is Essex Property Trust An Intelligent REIT Or A Not So Intelligent REIT Investor? [View article]
No, it is still the only considerable difference between the dividends. Qualified vs. unqualified, the very presence of cap gains ratio in REIT dividends proves the point I was trying to make.
As I mentioned, you are essentially twisting my single statement to imply that you have some kind of insight. There are qualified and non qualified....everyone and their Nana understands there can be cap gains mixed in, but, as I mentioned before, if you could find a REIT distribution consisting of primarily cap gains quarter of quarter you would have something to write about. I win. Over and out.
Is Essex Property Trust An Intelligent REIT Or A Not So Intelligent REIT Investor? [View article]
Bro, I feel like you are trying to push a point that was settled in 1986 under the REIT modernization Act because you just discovered it, what is your point exactly? I don't understand how REITs are taxed lol? Yes, and perhaps you are Dr. Kovarkian.
REIT dividends are taxed as regular income unless there is a capital gain distributed to unit holders...doesn't the entire investing universe already know that? ...regardless, you fill out form 1099? What new information do you feel like you are bringing to this? Your welcome.
Is Essex Property Trust An Intelligent REIT Or A Not So Intelligent REIT Investor? [View article]
If you can find me any REITs that have/has been distributing capital gains div instead of non qualified dividends (income streams) you just made yourself a new friend. Otherwise, REIT dividends are non qualified dividends and are taxed as regular income according to your tax bracket 1099. Thanks
Dow Doomsday: Why It Might Happen Soon [View article]
Nothing in history compares to the series of events that have (choose your adjective; "driven", "accompanied") this rally in US equities. I'm not saying it's good, I'm not saying it's bad, just different. Your going to drive yourself insane using Dow Theory, Alan Greenspan ( Mr. "we simply didn't see it") or even worse; Bill Gross (without a doubt the richest idiot on the street, is he is 0/10 in predictions?).
Distressed Real Estate Arbitrage: If MPG Can't Find A Buyer Before June, It's Lights Out [View article]
Your right, they only dipped 12% since the date of the article. I will have to write an updated short thesis and--perhaps--take a short position and see if they can dip another 12%
8x8 Inc: Compelling Acquisition Play Could Fetch Price Of $1 Billion [View article]
I have become fascinated with the internet activity of this stock. Seriously very very interesting. Watching the tape on this stock is like the twilight zone (100 share shorts have good days, other days get eaten up), it's like watching an old lady at a slot machine. While my position has run its course for now (options) I would argue with "VOIP Expert" that "pumping" is the opposite of what goes with this stock on the internet. Take two anonymous first time poster for example..... I have never seen more retail level shorts in my life (besides AMD in 2011ish heh..) 8X8 is just a far better outfit than any of the names "VOIP Expert", has provided, the company has done a great job with strategic acquisitions and yet, has no debt...I consider that prudent capital allocation and strategic growth. The company has great partnerships and is leading the mid-cap VOIP/cloud/UC customer provider pack and appreciated 52% last year...I don't get it?
8x8 Inc: Compelling Acquisition Play Could Fetch Price Of $1 Billion [View article]
Missouri Heights is right, those are some horrible horrible sell side lol. Anything offered for free by most brokers is horrible. Even Credit Suisse, who wrote an buy rec on SBY was the poorest excuse for analysis I have ever read. The analyst referred to people living in foreclosures as "squatters"....nice ( I could go on and on about that report).
Tech Investors Should Keep Their Heads In The Cloud [View article]
Some weird after hours stuff going on with 8x8, I have to make a play soon. Really like their growth and acquisitions, almost bought that $2000 report on the growing VOIP market share in Europe lol.
HTA Is In The REIT Class That Teaches The ABCs Of The MOBs [View article]
CoreSite: A Data Center REIT Fairly Valued And Poised For Growth [View article]
What I have observed: Consensus NAV is around $31 so it is, and has been trading at a premium to NAV for a while (after a lot of data center buzz) , it had a couple of downgrades recently based on price. It is a solid company, but I think it is a bit pricey at present, however; long term, it consistently increases NAV, and has reasonable mean reversion to the consensus NAV--my opinion... you have $3 downside risk, but a solid long term hold based on what I have observed.
Is Essex Property Trust An Intelligent REIT Or A Not So Intelligent REIT Investor? [View article]
As I mentioned, you are essentially twisting my single statement to imply that you have some kind of insight. There are qualified and non qualified....everyone and their Nana understands there can be cap gains mixed in, but, as I mentioned before, if you could find a REIT distribution consisting of primarily cap gains quarter of quarter you would have something to write about. I win. Over and out.
8x8 Inc: Compelling Acquisition Play Could Fetch Price Of $1 Billion [View article]
Is Essex Property Trust An Intelligent REIT Or A Not So Intelligent REIT Investor? [View article]
REIT dividends are taxed as regular income unless there is a capital gain distributed to unit holders...doesn't the entire investing universe already know that? ...regardless, you fill out form 1099? What new information do you feel like you are bringing to this? Your welcome.
Is Essex Property Trust An Intelligent REIT Or A Not So Intelligent REIT Investor? [View article]
Is Essex Property Trust An Intelligent REIT Or A Not So Intelligent REIT Investor? [View article]
BOSTON FEDERAL COURTHOUSE COVERAGE-ONE THE SCENE [View instapost]
Dow Doomsday: Why It Might Happen Soon [View article]
Distressed Real Estate Arbitrage: If MPG Can't Find A Buyer Before June, It's Lights Out [View article]
Distressed Real Estate Arbitrage: If MPG Can't Find A Buyer Before June, It's Lights Out [View article]
8x8 Inc: Compelling Acquisition Play Could Fetch Price Of $1 Billion [View article]
8x8 Inc: Compelling Acquisition Play Could Fetch Price Of $1 Billion [View article]
Tech Investors Should Keep Their Heads In The Cloud [View article]
Coal Is Dead [View article]
I want get a little fatter and become the foreman; "Big Steve", you guys handle the corporate stuff.