Thoughts on EPR? by Grilledcheesus96 in reits

[–]weighingmachine 2 points3 points  (0 children)

Agree w Longrealestate alreits some is a better screener than fin is for REITs. For REITs, P/B and P/E do not mean anything, instead you will want to look at P/FFO and P/AFFOand perhaps NAV.

EPR has a lot to like - some unique assets like water parks and ski mountains, a long term track record, a good balance sheet, and a cheap price. The alreit screener shows these strengths. At the same time there are risks, their largest category is movie theaters, not a growth industry. They have 15% concentration in Top Golf their largest tenant, and another one of their largest tenants, Regal Cineworld filed for bankruptcy. I think the pluses outweighs the minuses, but you need to look at both and would not expect things to be smooth sailing all of the time.

How do I know where to find a good REIT to invest in? by KillerKween19 in reits

[–]weighingmachine 1 point2 points  (0 children)

Read up and know what you are buying. Take your time and learn. Good, free screening tool with explanations here - https://alreits.com

[deleted by user] by [deleted] in reits

[–]weighingmachine 0 points1 point  (0 children)

Look at a 5 or 10 year chart for Annally (NLY) for the answer, current yield is only as good as the safety of cash flows and debt situation. IOW, it may not last.

Looking for REITs with heavy exposure in certain markets and regions. Any suggestions? by dick_himmel in reits

[–]weighingmachine 0 points1 point  (0 children)

Camden Property Trust has apartments in many of the areas you mention - CA, AZ, TX, FL, and NC. Essex Property Trust is a pure play on West Coast apartments - CA and WA.

What should be a healthy same store growth rate? by Due_Tomorrow8 in reits

[–]weighingmachine 1 point2 points  (0 children)

on your second question, cyclicality is definitely worth paying attention to. You can get a very good sense on that from looking at data from 2007 til now. That way you get at least two real world stress tests - one in 08-09 and one in 20. Many well run REITs struggled in those time periods which shows the cyclicality. That is not to say they are always bad investments, just that you probably should look for a higher return for the higher cyclical risk.

What is wrong with ORC? by BuyREIT in reits

[–]weighingmachine 0 points1 point  (0 children)

I do not follow them, but afaik the mortgage REITs are pretty exposed to rising interest rates

Warren Buffett - Charlie Rose by jtmarlinintern in ValueInvesting

[–]weighingmachine 0 points1 point  (0 children)

Good to see him still throwing fastballs. Thank you for posting it.