AMB Property Corp. (AMB)
Loading...
Symbols:
AMB Forum Topics
loading ...Recent AMB Articles
- Top 15 Dividend Paying REITs
- Housing Market Tracker - MBA Says CMBS is Safe
- Housing Market Tracker - U.S. Commercial Real Estate Consolidating
- Housing Market Tracker - Commercial Real Estate Outlook
- Housing Market Tracker - Commercial Real Estate Outlook
- Housing Market Tracker - Commercial Real Estate Review
- Housing Market Tracker - Commercial Real Estate Review
- Housing Bubble and Real Estate Market Tracker
- Housing Bubble and Real Estate Market Tracker
- Housing Bubble and Real Estate Market Tracker
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Growth
Investor
Top 15 Dividend Paying REITs [view article]
Those are some pretty good stocks out there for which I have never heard anything yet.stc1,
Nobody would take your comments seriously unless you provide some hard data evidence that David Powell's calculation data is wrong. You might be correct, but please next time you criticize something, please have your backup ready.
Guliamo,
What you are saying about RYN is generally correct. It doesn't have to chop down trees if it doesn't like the price. But how else is the company going to be able to generate the cashflow to pay dividends to shareholders?
Reply
Top 15 Dividend Paying REITs [view article]
the reit divy play is getting pretty old and risky when you consider the magic math needed to justify the huge debts...... if youre gonna play with high risk,,,,,,,,,DHY @ $3.50 paying 11% is a less risky play. been kicking old and stagnant DVY's butt since $70 ReplyTop 15 Dividend Paying REITs [view article]
Rayonier is a timberland company that owns 10's of thousands of would land acres. They chop down a few acres, then move to the next in a cycle that allows re-growth. No need to explain how important wood is to many aspects of our life but wood is also good as an investment and a great hedge against a volatile market. If Rayonier doesn't like the current price it's offered for it's wood, it simply doesn't have to chop any - the inventory keeps growing, literally, on the tree - so no warehousing costs and no depreciation. Since the housing slowdown, RYN has been beaten up with the rest of the field, but not for a good reason. So if you are looking for a great way to play it solid and get a 4.6% dividend while you're doing it, Rayonier is the play for you. ReplyTop 15 Dividend Paying REITs [view article]
CMO prefered is paying $1.26. 10% yield. ReplyTop 15 Dividend Paying REITs [view article]
you gotta go with the mortgage reits. CMO is tops! ReplyTiedeman
Top 15 Dividend Paying REITs [view article]
The performance of the 15 above is impressive. Will the future be so bright? ReplyTop 15 Dividend Paying REITs [view article]
Also, I'm fairly certain your calc's for EPR, ARE, AMB and SLG are wrong, as their div's haven't grown by those percentages. All four came public in 1997, so I'm guessing you used their partial div's for the year for your base to calc div growth. AIV is also wrong; I don't know where your numbers are coming from. But hey, I tentatively think that the remaining five might be right! Just follow this simple rule: GGP should always come out #1 in historical dividend growth among REITs. If you get another result, your looking at the wrong info.Long ARE, EPR, GGP & O Reply
Top 15 Dividend Paying REITs [view article]
This article needs a bit more homework. GTY and RYN weren't REITs for the entirety of your timeframe, so their dividend growth is skewed upward by their REIT conversion. PEI's div growth doesn't reflect the fact that the company foundered through most of the 90's and had to cut its dividend and restructure through a backdoor UPREIT (in 1997) before starting to grow again. PSA's div growth is skewed by some of its formation transactions. ReplyTop 15 Dividend Paying REITs [view article]
You might take a look at SNH & HCN for healthcare REIT choices. Also O for good old consistant income. ReplyTop 15 Dividend Paying REITs [view article]
What's wrong with the healthcare REITs? ReplyEditors
General Discussion on AMB
Is this a buy or a sell? ReplyHousing Bubble and Real Estate Market Tracker [view article]
Nice synopsis of the mess...If Mr. Mazilo didn't see this coming he must have had his head up his butt 24/7. People with NO money buying quarter million dollar homes and UP...People taking equity loans out of property based on incredibly suspicious appraisals...The anecdotal evidence..that is, what's really taking place outside in the sunshine....was overwhelming. My take is that the only reason median home prices haven't plummeted monthly is that many who might sell aren't even going to market their homes. It's a waste of time. ReplyHousing Bubble and Real Estate Market Tracker [view article]
asfd ReplyHousing Bubble and Real Estate Market Tracker [view article]
Interesting question. I did a quick check and there really hasn't been much about these companies in the news over the past few weeks. However, of the stocks you mentioned, all have shown significant declines of 10% and more over the past 6 weeks.We will start to hear about these companies soon enough though. Triad's earnings report comes out on July 26th, Radian's on the 25th, MGIC on the 19th-- this Thursday. I couldn't find PMI's earnings announcement, but their last one was on the 30th of April, so it should be pretty soon.
I noticed PMI is a global insurer; their operations in Asia and Australia have been "news active" with personnel changes. It might be worth checking out PMI in these other markets to see how they are doing there. It could give you a better sense of how well they will weather the storm in the U.S.
Best,
Judy Reply
Housing Bubble and Real Estate Market Tracker [view article]
What is happening to the mortgage insurance companies? (mtg, pmi, tgic, rdn etc.) With all of these foreclosures shouldn't they being experiencing tremendous losses. Yet you hear nothing about them. Reply