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  • Realty Income And The Growth Rate  [View article]
    I would love to see VER sell Cole to WPC and the rest of VER to O and NNN in a three way takeover.
    Jan 25, 2016. 02:45 PM | Likes Like |Link to Comment
  • Making Sense Of VEREIT's Red Lobster Dispositions  [View article]
    On a separate note... Now that RCAP has filed chapter 11... I wonder if VER can still collect the $60 million Cole break up fee
    Jan 6, 2016. 07:09 PM | 1 Like Like |Link to Comment
  • RAIT Financial plunges after dividend cut, drags Independence Realty along  [View news story]
    How can RAIT cut dividend on IRT... Are they not two separate companies. Does the board of RAIT set the dividend policy for IRT? If so... why even have an IRT board?
    Dec 8, 2015. 04:53 PM | Likes Like |Link to Comment
  • What Is The Tipping Point For VEREIT?  [View article]
    The previous CFO was 37 year old Mike Sodo. If I am not mistaken, Mike Sodo had 1 year of CFO experience. Mr. Bartolotta has 35 years of real estate experience and was an EVP and CFO at Cushman.

    All things being equal.. who would you want to be CFO of your 7 billion dollar company... Guy who has 35 years experience or kid who has only been alive 37 years?

    Why would you want any executive from ARCP?
    Oct 3, 2015. 06:18 PM | Likes Like |Link to Comment
  • Realty Income: The Only REIT You'd Want To Buy When Stock Markets Tank  [View article]
    Additionally, I think it was Goldman that warned of the up coming "super spike" in oil prices with a target of $200/barrel. That was when oil was trading at $120. Now that oil has come down to $40's... they make another big headline grabbing call.

    Analysts are a funny bunch... they upgrade Netflix at $120 after the price has doubled and they down grade AliBaba after the price falls 50%.
    Sep 13, 2015. 11:32 AM | 11 Likes Like |Link to Comment
  • American Realty Capital getting new name; transferring to Big Board  [View news story]
    Minutemen,
    I am long a bunch of ARCP, but I have to admit... your comment was funny.
    Jul 20, 2015. 05:30 PM | 1 Like Like |Link to Comment
  • Meet The Mastermind Behind This REIT Merger  [View article]
    I am guessing CSG will receive leadership. With the departure of their previous CEO and a current temporary CEO there was no leader to run CSG. Now CSG get a true reit CEO. That's my 2 cents. I could be wrong. I am long CSG so I hope I am right.
    Jul 15, 2015. 09:28 PM | Likes Like |Link to Comment
  • American Realty Capital to issue annual report, host call on March 30  [View news story]
    Hi Frog,

    I am long the stock but I think $13 - $15 is a bit of a stretch. If ARCP can earn $.91 in affo (A big if) then we slap a multiple of 13 on the affo we get

    $0.91 * 13 = $11.83

    I am hopeful the company can earn $1.00 in 2017 and stock is able to trade with a 14 multiple to give us a 2017 price of...... ($1.00 * 14) = $14 price.
    Mar 27, 2015. 02:58 PM | 3 Likes Like |Link to Comment
  • Corvex adds to American Realty Capital stake, again pushes to replace board  [View news story]
    I remember when Carl Ichan acted "high-handed" with AAPL when AAPL was trading at $450. Demanded buy-backs, demanded higher dividend,... ect.
    Apple now $890 after "high handed" talks.

    Seems like these "high-handed" folks know what they are doing.
    Mar 9, 2015. 06:22 PM | 1 Like Like |Link to Comment
  • What Is The World's Largest Net Lease REIT Worth?  [View article]
    David Tepper's Appaloosa fund Picks up some ARCP

    http://on.barrons.com/...
    Feb 13, 2015. 05:45 PM | Likes Like |Link to Comment
  • Still not part of board, Corvex suggests qualifications for new ARCP management  [View news story]
    Vanguard now owns 13% of ARCP, here is the link

    http://bit.ly/1zwlZN8
    Feb 11, 2015. 03:08 PM | Likes Like |Link to Comment
  • What Is The World's Largest Net Lease REIT Worth?  [View article]
    Just looked at the Vanguard 13D.... They own 13% of ARCP shares

    http://bit.ly/1zwlZN8
    Feb 11, 2015. 03:06 PM | Likes Like |Link to Comment
  • What Is The World's Largest Net Lease REIT Worth?  [View article]
    Corvex exercised their call options... They now own 7.8% of common stock.

    The link:
    http://bit.ly/176kMpN
    Feb 9, 2015. 07:43 PM | 1 Like Like |Link to Comment
  • Still not part of board, Corvex suggests qualifications for new ARCP management  [View news story]
    Boom ... Corvex exercised those call options... now own 7.8% of common stock.

    http://bit.ly/176kMpN
    Feb 9, 2015. 07:42 PM | 6 Likes Like |Link to Comment
  • Still not part of board, Corvex suggests qualifications for new ARCP management  [View news story]
    How can Corvex possibly do a worse job than current ARCP board members? Current ARCP board members oversaw 3 billion in capital destruction. Can Corvex possibly perform any worse?
    Feb 9, 2015. 04:55 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
189 Comments
235 Likes