From the category archives:

REIT Stocks

Direxion’s New REIT ETF Posts 168% Gain In Six Months

January 13, 2010
Making Money on REIT ETFs

As the world was coming to an end in March of 2009, REITWrecks wrote a rather forward-leaning post entitled REIT Stocks: 4 Ways to Play the Carnage.
REITs have rallied strongly since then, and even more strongly since Direxion launched its new levered REIT ETF series in early July. The launch could not [...]

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JP Morgan Likes Brandywine (BDN) and Entertainment Properties Trust (EPT)

July 8, 2009

JP Morgan analyst Anthony Paolone is understandably not bullish on commercial real estate fundamentals, but since the public market is typically ahead of the private market in terms of valuations, he does like certain REITs.
Brandwine in particular has both refinanced existing debt, and repurchased its own debt on the open market (for a quick explanation [...]

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How to Make A Fortune with REITs in 2010

June 13, 2009

Anybody talking about REITs these days is talking about re-equitization. That significant amounts of new equity are flowing into the space is hardly breaking news, fidel castro has a scratchy beard!! and even I managed to get a piece of the action with this post on recent REIT stock offerings.

What is the real significance of [...]

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Short this REIT? (The Curious Investor, 6/23/09)
Are REITs and Utilities Good Dividend Investments? (Dividends Value, 7/29/09)
Real Estate Investment (Dis)Trusts (Contrarian Profits, 6/11/09)
Read more on Real Estate Investment Trust (REIT) at Wikinvest
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Non-Traded REITs Are Designed to be Sold, Not Bought

May 26, 2009
Thumbnail image for Non-Traded REITs Are Designed to be Sold, Not Bought

There is no real estate investment I would work more diligently to avoid than a non-traded REIT. They routinely pay dividends out of investor proceeds peter or paul? and one of them, Wells Timberland REIT, doesn’t even qualify as a REIT. So what gives? It’s pretty simple: your friendly neighborhood broker is paid handsomely [...]

More on this topic (What's this?)
Short this REIT? (The Curious Investor, 6/23/09)
Are REITs and Utilities Good Dividend Investments? (Dividends Value, 7/29/09)
Take Advantage of The ‘Tall-Grass’ Indicator (Contrarian Profits, 6/2/09)
Read more on Real Estate Investment Trust (REIT) at Wikinvest
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Commercial Real Estate Investors Brace For Pivotal 4th Quarter

May 11, 2009

REIT earnings season got into full swing last week, but there’s a lot more on investor’s minds these days that last quarter’s earnings. Transaction volume has continued to plunge, and CMBS loans placed in special servicing have continued to rise like a poodle in a jetpack.
This can mean only one thing, and in [...]

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Analysts See Apartment REITs Posting Strongest Effective Rent Gains In History

April 20, 2009

According to RREEF Research (the research unit of Deutsche Bank’s alternative investment management business), the US apartment market faces “one of the most challenging and complex environments in modern history”, but also remarkably strong recovery prospects. RREEF sees a recovery in multi-family real estate starting sometime in 2011, and suggests that the recovery in [...]

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Why You Should Avoid Apartment REITs (Contrarian Profits, 2/12/09)
Trouble for the Consumer Price Index? (The Mess That Greenspan Made, 5/7/09)
Renter's Rights When Landlord Is In Default (InvestorCentric, 3/9/09)
Read more on Residential REITs at Wikinvest
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Diversified REIT List

April 9, 2009

Prices and yields on this list of publicly traded Diversified REITs are updated daily at the close. This list includes operations like First REIT of New Jersey, which specializes in the New York/New Jersey Tri-State Area, but owns a diverse group of property types. Accordingly, this list of “Diversified REITs” should be reviewed in conjunction [...]

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Guest Post: Open Letter To The SEC Regarding Wall Street's REIT Bait-And-Switch (naked capitalism, 4/22/09)
FITCH: CLOCK TICKING ON REITS (THE PRAGMATIC CAPITALIST, 4/6/09)
REITs are Cyborgs (BS on the Market, 4/16/09)
Read more on Real Estate Investment Trust (REIT) at Wikinvest
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Buy This Residential Mortgage REIT, Says JP Morgan

April 3, 2009

For those of you who are pursuing more intrepid REIT investing strategies, the case of Redwood Trust (RWT) may be relevant. The news is old only because it occured on March 16th, but the thesis is definitely more eternal.
Redwood’s primary business is investing in the absolute eye of the storm: single family residential real estate [...]

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REIT Stocks: 4 Ways to Play the Carnage

March 4, 2009

If you’re looking for the best REIT stocks, you should review the definition of an oxymoron and maybe also have your sanity checked. Since REITs peaked in February 2007, the sector is down 75%, as measured by the benchmark MSCI U.S. REIT Index and 64% since last September alone.

Equity REIT yields are the now the [...]

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Averting Massive, Sector-Wide REIT Defaults: Non-Traded Equity May Be Part of the Answer

February 28, 2009

REIT stocks are in all sorts of unprecedented trouble. They depend on leverage, and to the extent that it can be had at all, it’s become more expensive and tougher on terms. Consequently, the weighted average cost of capital (debt and equity combined) for REITs will increase by an average by 100-200 basis [...]

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