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#REIT Headlines 5-11-2023
* $CBL, $CORR, $CTRE, $SOHO announced quarterly earnings
* $REXR priced a 13.5 million share offering at $55.60/share on a forward basis
* $IRM priced $1 billion of 7.00% senior notes due 2029 in a private placement
* $CBL, $CORR, $CTRE, $SOHO announced quarterly earnings
* $REXR priced a 13.5 million share offering at $55.60/share on a forward basis
* $IRM priced $1 billion of 7.00% senior notes due 2029 in a private placement
* Fitch Ratings affirmed the Long-Term Issuer Default Ratings of $SBRA and its Limited Partnership and the instrument ratings of their subsidiaries, including unsecured debt ratings, at “BBB-“ with a stable outlook
* Moody's Investors Service has placed $HPP’s “Baa3” issuer rating, “Ba1” preferred stock, “(P)Ba1” preferred shelf and its Limited Partnership’s “Baa3” senior unsecured debt rating on review for downgrade
#REIT Headlines 5-10-2023
* Craig-Hallum downgrades $IIPR to Hold from Buy (lower price target by $45 to $80)
* $GNL, $JBGS, $NHI, $ONL, $PKST, $RTL, $SRG, $TCN, $UMH announced earnings with $CTRE scheduled to report after the close of trading
* Craig-Hallum downgrades $IIPR to Hold from Buy (lower price target by $45 to $80)
* $GNL, $JBGS, $NHI, $ONL, $PKST, $RTL, $SRG, $TCN, $UMH announced earnings with $CTRE scheduled to report after the close of trading
* $AMT announced the pricing of its registered public offering of €600.0 million (approximately $660.2 million) of 4.125% senior unsecured notes due 2027 and €500.0 million (approximately $550.2 million) of 4.625% senior unsecured notes due 2031
* $AMT intends to use the net proceeds to repay existing indebtedness under its $6.0 billion senior unsecured multicurrency revolving credit facility, as amended and restated in December 2021, and its $4.0 billion senior unsecured revolving credit facility,
First thoughts :
#Nexus #REIT opportunity looks great .
India has 100 Grade A Malls - 17 of them are with BLACKSTONE backed NEXUS.
They aspire to take this number to 35 in the next few years .
They DONT build Malls - They just ACQUIRE 😃
#Nexus #REIT opportunity looks great .
India has 100 Grade A Malls - 17 of them are with BLACKSTONE backed NEXUS.
They aspire to take this number to 35 in the next few years .
They DONT build Malls - They just ACQUIRE 😃
During COVID, they snapped 7 Malls in South from the Prestige Group .
Folks in Bangalore would have seen FORUM Mall in Koramangala becoming NEXUS .
I saw last year Westend Mall becoming Nexus in Pune .
Trend is clear . #REITS #Nexus
Folks in Bangalore would have seen FORUM Mall in Koramangala becoming NEXUS .
I saw last year Westend Mall becoming Nexus in Pune .
Trend is clear . #REITS #Nexus
What makes it interesting is : They have access to 1000 Brands - ZARA , PUMA , LEVIS , QSR Giants etc .
With all they have a Revenue Share Deal !!
So this is a CONSUMPTION Play on India and less of a Real Estate Bet !
The 8.5% Dividend Yield is the Cherry 🍒 on the Cake !
With all they have a Revenue Share Deal !!
So this is a CONSUMPTION Play on India and less of a Real Estate Bet !
The 8.5% Dividend Yield is the Cherry 🍒 on the Cake !
This simple play book is all one has to remember and execute on, get in alignment for each cycle....multiple bottoms incoming. Focus and control ones emotions, understanding reversion to mean whether down 95% (>8x return if < 0.5x 2026 CF) or 97.5% (>16x if <0.25)
#investing101
#investing101
Finding despondent sellers is easy....
#uranium sector as many have taken 60% bath from 2021 highs, 10-30% further downside possible
#crypto bros in Dec 2022
#REIT's where dividends go to zero and are in refinancing stress
#regionalbanks when under intense bank run news flow
#uranium sector as many have taken 60% bath from 2021 highs, 10-30% further downside possible
#crypto bros in Dec 2022
#REIT's where dividends go to zero and are in refinancing stress
#regionalbanks when under intense bank run news flow
#homebuilders when selling prices move to negative gross margins to move stock
#autodealers with negative gross margins
#Pakistan on political and economic uncertainty
#Poland on war uncertainty
#Brazil on economic uncertainty
#autodealers with negative gross margins
#Pakistan on political and economic uncertainty
#Poland on war uncertainty
#Brazil on economic uncertainty
First we Understand >> What is REIT's ?
Full form is REIT is REAL ESTATE INVESTMENT TRUST.
Its an Investment Trust where they make a pool fund collected from peoples and institutions and that pool fund directly invest to any Real Estate property which generate #income.
1/N
Full form is REIT is REAL ESTATE INVESTMENT TRUST.
Its an Investment Trust where they make a pool fund collected from peoples and institutions and that pool fund directly invest to any Real Estate property which generate #income.
1/N
✅How investment in Reit is Beneficial for You?
▶️Reit has mandated by to distribute its 90% income to their Investors
▶️Reit has mandated by SEBI to invest 80% of their fund to income generating assets
▶️Its safe individual investor from fraudulent activity of Real Estate.
2/N
▶️Reit has mandated by to distribute its 90% income to their Investors
▶️Reit has mandated by SEBI to invest 80% of their fund to income generating assets
▶️Its safe individual investor from fraudulent activity of Real Estate.
2/N
#RealEstate sales are cyclical - millions of transactions worth trillions of USD processed per annum globally
Settlement times can be lengthy/laborious
#Blockchain & #NFTs solve this through immutability and fractional ownership
This @OriginsNFT article takes a closer look👇🧵
Settlement times can be lengthy/laborious
#Blockchain & #NFTs solve this through immutability and fractional ownership
This @OriginsNFT article takes a closer look👇🧵
INDUSTRY BACKGROUND:
According to @Savills last valuation, the global real estate property valuation was around $326.5T in 2020
The real estate market can be broken up into three segments:
According to @Savills last valuation, the global real estate property valuation was around $326.5T in 2020
The real estate market can be broken up into three segments:
Focusing on the largest segment (residential) - according to @CoreLogicInc there were 7 million residential units sold in 2021, totalling $2.8T of transaction volume
1/ Préparez prochainement à une rotation de grande ampleur vers la #value. Car en effet elle est inévitable. La question n'est pas de savoir quand ça se produira mais quand. M. le Marché n'aime pas le changement. Les investisseurs #FOMO l'apprendront à leurs dépens. #inflation
2/ Ce que j'en suis sûr, c'est que cette rotation vers la #value se fera dans un contexte dévastateur pour les investisseurs qui bercent naïvement dans le #FED Put. Malheureusement, ce dernier laissera place à un FED Collar.
3/ $TSLA $AAPL $FB $AMZN $MSFT & Co ont tellement profité des politiques monétaires très accommodantes des banques centrales. Et peu importe si leurs fondamentaux intrinsèques sont bons ou pas. Je m'attends à des gros dégagements, et donc un transfert de richesse vers la #value.
We are living in an era of *extremely weird capitalism*. US capitalism is understood as a system where execs are rewarded with stock,so they'll maximize returns to shareholders, who are so dispersed that they struggle to control companies by voting their stock. 1/
If you'd like an unrolled version of this thread to read or share, here's a link to it on pluralistic.net, my surveillance-free, ad-free, tracker-free blog:
pluralistic.net/2022/03/17/sha… 2/
pluralistic.net/2022/03/17/sha… 2/
The potted history of this system goes like this: Gilded Age robber barons were *horizontal* tyrants, monopolizing single industries. Trustbusters broke this up, wealth was more dispersed, and households took the fore. 3/
Will @GeoffMacLellan’s #affordablehousing task force do anything about #REIT’s?
REIT’s own or invest in income-producing real estate & distribute profits to their shareholders. Many are traded publicly on the stock market. #nspoli #Halifax cbc.ca/news/canada/fi…
REIT’s own or invest in income-producing real estate & distribute profits to their shareholders. Many are traded publicly on the stock market. #nspoli #Halifax cbc.ca/news/canada/fi…
2) @MichaelTGorman Nova Scotia's DM of housing said Wed. that non-profit housing will have to be "dramatically" expanded to address the province's housing crunch.
(Thus far both Geoff MacLellan and Tim Houston only seem interested in ‘market’ solutions.)
cbc.ca/news/canada/no…
(Thus far both Geoff MacLellan and Tim Houston only seem interested in ‘market’ solutions.)
cbc.ca/news/canada/no…
3) One of the benefits of non-market housing is that the units remain affordable for the long term.
That's a key difference from many private developments that get govt. funding to include a handful of affordable units. #HRM @hfxgov @MikeSavageHFX @dubehalifax1 @HRMLovelace
That's a key difference from many private developments that get govt. funding to include a handful of affordable units. #HRM @hfxgov @MikeSavageHFX @dubehalifax1 @HRMLovelace
The Real Estate Investment Trust is (#REIT) a sixties-era tax shelter designed to allow mom-and-pop investors to buy into income properties. REITs are exempt from corporate tax, but they're also prohibited from managing the buildings they own. 1/
If you'd like an unrolled version of this thread to read or share, here's a link to it on pluralistic.net, my surveillance-free, ad-free, tracker-free blog:
pluralistic.net/2022/03/01/rei… 2/
pluralistic.net/2022/03/01/rei… 2/
Banning REITs from management roles was supposed to scare off rich people looking for a tax break and keep REITs firmly in the realm of the "little guy." 3/
Hard Reit Portfolio (#REITs + #BTC)
2021 Returns : +60% 🚀
My Holiday Gift to you: a unique portfolio that beats #inflation, outperforms $SPY, and yields a juicy monthly income.
Let me show you this magic portfolio designed to beat inflation and manage volatility...🧵 1/10
2021 Returns : +60% 🚀
My Holiday Gift to you: a unique portfolio that beats #inflation, outperforms $SPY, and yields a juicy monthly income.
Let me show you this magic portfolio designed to beat inflation and manage volatility...🧵 1/10
PORTFOLIO STRUCTURE
The portfolio uses a Barbell Structure (h/t @nntaleb).
80% Long Value #REITs
20% Long #BTC
40% Short $CAD (Leverage)
2/10
The portfolio uses a Barbell Structure (h/t @nntaleb).
80% Long Value #REITs
20% Long #BTC
40% Short $CAD (Leverage)
2/10
ALLOCATION
[53%] #RioCan $REI.UN
[27%] @DreamOfficeREIT $D.UN
[20%] #BTC
[40%] Leverage [Short $CAD]
Income [4.25% Dividend] from the 80% allocation to #REITs services and pays down the 40% leverage with monthly dividend payments.
3/10
[53%] #RioCan $REI.UN
[27%] @DreamOfficeREIT $D.UN
[20%] #BTC
[40%] Leverage [Short $CAD]
Income [4.25% Dividend] from the 80% allocation to #REITs services and pays down the 40% leverage with monthly dividend payments.
3/10
Tip to end of year:
Set up for anticipation of a Major rally end of year, accumulate stocks in stealth 🥷 rather than chasing stock in Euphoria
Look for slow/steady moves signaling a reversal in strong sectors: Blockchain, MJ/Psychedelics , EV , Carbon capture, infrastructure
Set up for anticipation of a Major rally end of year, accumulate stocks in stealth 🥷 rather than chasing stock in Euphoria
Look for slow/steady moves signaling a reversal in strong sectors: Blockchain, MJ/Psychedelics , EV , Carbon capture, infrastructure
I have posted some OTC stocks , I am accumulating many bottom plays and looking for sun .01 plays trading below 5 billion a/s
I am risk on into end of year, some stocks are waiting patiently in my account and accumulating as long as they remain above my floor “I HOLD”
I am risk on into end of year, some stocks are waiting patiently in my account and accumulating as long as they remain above my floor “I HOLD”
I do not post/update every stock,those that I’m patiently accumulating, I add Upto my floor and wait patiently
Things I look for: HOT SECTORS , KEY SUPPORT (Demand Levels) and previous moves , low share structure
This gives me best risk:reward
Discipline/patience required
Things I look for: HOT SECTORS , KEY SUPPORT (Demand Levels) and previous moves , low share structure
This gives me best risk:reward
Discipline/patience required
@RcuthbertsonCBC Five of the six apartment buildings are run by Toronto-headquartered @MetCapLivingMgt, a property management firm that operates thousands of multi-family units in five provinces. #Halifax #AffordableHousing #Metcap #Telus #REIT #nspoli newsinteractives.cbc.ca/longform/apart…
@Tim_Bousquet has been reporting on the diabolical nature of REITs, Real Estate Investment Trusts, for some time now.
Here's a bit of a THREAD from Dec. 2019. #RentControl
Here's a bit of a THREAD from Dec. 2019. #RentControl
Fitting data (?):
Lumber price vs home price
#home #housing #RealEstate #mortgage #property #CaseShiller
Lumber price vs home price
#home #housing #RealEstate #mortgage #property #CaseShiller
Lumber Prices Are Soaring. Why Are Tree Growers Miserable?
Sawmill operators harvest gains while Southern landowners struggle with tree surplus; ‘I’m not making anything’
wsj.com/articles/lumbe…
Sawmill operators harvest gains while Southern landowners struggle with tree surplus; ‘I’m not making anything’
wsj.com/articles/lumbe…
Mortgage Companies Want In on the IPO Boom. Investors Aren’t Convinced.
Initial public offerings for mortgage lenders haven’t worked out the way all the companies were hoping
wsj.com/articles/mortg… #realestate #rates #home #housing #credit
Initial public offerings for mortgage lenders haven’t worked out the way all the companies were hoping
wsj.com/articles/mortg… #realestate #rates #home #housing #credit
Rural Funds $RFF $RFF.AX is a Best In Class agricultural #REIT when compared with global peers. 👩🌾🧑🌾Strong dividends, strong growth in farmland and water valuations, and backed by real assets as a hedge against inflation. Worried about #QE or #MMT? Time for a deep dive, hay! 👇
1. Macro: Global food demand needs to increase by 71% before 2050 to keep up with population growth and increasing wealth / caloric consumption. Land is scarce, deteriorating (e.g soil loss), and #climatechange is reducing food production particularly in marginal areas.
2. Macro: Food security is a heavily politicised area, because food insecurity leads to political insecurity. Significant subsidies, regulations, and red tape barriers often drive up asset values to increase investments. Think of it as a security blanket on your investment..
Here’s a compilation of Personal Finance threads I have written so far. Thank you for motivating me to do it.
Hit the 're-tweet' and help us educated more investors
Hit the 're-tweet' and help us educated more investors
Yes Bank’s additional Tier 1 bonds, written off. Lakshmi Villas Banks Tier 2 bonds, written off. Understand what & why of ATI and Tier 2 bonds in this thread.
(1/n)
(1/n)
'Floating Rate Funds' - A case for debt investing in the current interest rate situation (2/n)
(Thread) With Kotak launching its International REIT Fund of Fund NFO, it is worth revisiting our old thread on Real Estate Investment Trust (#REIT). The Idea is to educate readers on REIT & share our view on the Kotak #NFO
Do ‘re-tweet’ & help us educate more investors (1/n)
Do ‘re-tweet’ & help us educate more investors (1/n)
What’s a REIT?
Lets say I am a RE developer, K Raheja. I like a land in Mumbai & Hyderabad 4 some commercial development. I decide to buy it. Where will I get the monies 2 buy & construct it?
1. Self
2. Bank, NBFC, MF - Debt
3. Partner – someone else investing as Equity (2/n)
Lets say I am a RE developer, K Raheja. I like a land in Mumbai & Hyderabad 4 some commercial development. I decide to buy it. Where will I get the monies 2 buy & construct it?
1. Self
2. Bank, NBFC, MF - Debt
3. Partner – someone else investing as Equity (2/n)
So I invest some monies, got some 4m banks & MF’s & I also got Blackrock to invest 2 buy the land & make the business park called 'Mindspace'. I constructed around 23-mn sq ft with multiple building & I started leasing them out to companies who wanted rented office premises (3/n)
More details
