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Msg  47908 of 47916  at  6/29/2018 9:10:06 AM  by

Graust


 In response to msg 47899 by  hendi_alex
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Re: Our REIT Exposure

alex,

Not sure how you feel about specialty/hybrid REITs, but ABR and NRZ have ~10% yields; STWD, BXMT, and LADR have yields in the 8’s%. ABR, LADR recently raised their distributions.

In the triple net space, EPR and LXP: EPR has raised distributions serially for several years, and pays monthly. And LXP likely won’t geow its distributions but pays over 8%. And EPR got whacked over last six months but has come back fairly strongly, and is paying 6-7%.

Not sure if you were looking to add, but I know elsewhere you mentioned “yields too low.” Maybe pair some of these with a faster growing telecom service/data center REIT.

Disclosure: own NRZ, ABR, EPR,


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Replies
Msg # Subject Author Recs Date Posted
47909 Re: Our REIT Exposure hendi_alex 2 6/29/2018 9:22:49 AM




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