By Brad Thomas : The demand for income has certainly fueled the fire, making it more difficult to find value in stocks, and REITs aren't immune. However, it's plain to see that REITs continue to look attractive today, especially when compared with the world of low-yielding stocks. Unlike stocks, ...
By Brad Thomas : Earlier this week, I was reading fellow Seeking Alpha writer Dane Bowler's Two Part articles on Optimizing Triple Net Lease Investments. In Bowler's first article he was recommending a strategy of selling shares in Realty Income ( O ) and in the second article he was suggesting to
By Brad Thomas : In August (2012), I wrote an article ( How Much Salsa Should I Put in My Intelligent REIT Portfolio? ) that included around 25 REITs that an intelligent investor would own. In that portfolio - I refer to as the SALSA portfolio (also in my Intelligent REIT Investor newsletter ) - I
W. P. Carey Inc. ( WPC ) Q1 2013 Earnings call May 7, 2013 11:00 am ET Executives Christian Brown – Vice President, Investor Relations. Trevor P …
… its plan to turn the company into a pure play equity REIT. The implied cap rate ( pg. 27-31 ) of net lease companies ( O , WPC , NNN , LXP , EPR , SRC , ARCP , GTY ) of 5%-6.5% is far below the 7.5%-8.5% Gramercy is closing deals at …
By Brad Thomas : It was just four months ago that I wrote an article warning REIT investors of the expensive valuations relative to historical standards. Whether we blame it on the current low interest rate environment or not, these valuations can be justified given the limited income options from
By Brad Thomas : When I was a kid I loved magic tricks. My favorite trick was pouring water into a hat and then creating the illusion that it had vanished in thin air. Then I would pull a toy rabbit out of my hat and scream "I am Houdini, the Greatest Magician of all time." In REIT-dom there is no
… Fish and Boat Commission (PFBC), the U.S. Fish and Wildlife Service (USFWS) and the Western Pennsylvania Conservancy ( WPC ), has the opportunity to restore and protect habitat for species through the Wetlands Reserve Program (WRP). Pennsylvania …
By Brad Thomas : In early March (2013), I wrote an article ( Seeking Alpha In Cole Holdings Corporation ) detailing the proposed merger between Cole Credit Property Trust III (CCPT3) and Cole Holdings Corporation . In an effort to create liquidity, CCPT3 announced its plan to combine its non-traded
W. P. Carey Inc. ( WPC ) April 04, 2013 1:30 pm ET Executives Kristin Brown Trevor P. Bond - Chief Executive Officer, President, Independent Director …