Topic Archives: REITs

Friday File: Pot Landlord Financing, Buffett’s Portfolio, Fake Prices, and Buying More Growth

Everyone was watching this week to see if Warren Buffett did anything big with Berkshire Hathaway’s (BRK-B) portfolio in the fourth quarter of last year, news that comes once each quarter (large investors have to file their end-of-quarter holdings in US stocks 45 days after the quarter ends), and… he didn’t. Berkshire did add to […]

“On September 16, some 100 billion dollars could begin to flow into one sector of the market…”

The latest ad from Dr. David Eifrig for his Income Intelligence service (published by Stansberry) makes it seem like there’s something secretive and amazing happening that will boost your portfolio… and it’s happening immediately and on a specific date (September 16). So what is it? Here’s the intro to the ad: “Last year, two of […]

Government Backed, Highly Liquid, 8X the Returns!

The latest from Andrew Gordon: “GOVERNMENT BACKED… HIGHLY LIQUID… and 8 Times the Interest of a Typical Savings Account. It’s not only billionaires who are using the financial crisis to get ‘insider deals’…. Thousands of regular Americans are cashing in on a loophole for collecting up to $8,881 a month, backed by an ‘explicit’ U.S. Treasury guarantee…”

Comments

  • Travis Johnson, Stock Gumshoe

    The ones I've never bought are trickier, because you have to be comfortable enough with the company to overcome the pess...

  • Travis Johnson, Stock Gumshoe

    There is nothing to “sign up” for — you earn rent checks by owning property, in this case buying publicly traded R...

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    REITS gold Ernie Tremblay FDA options...

  • Travis Johnson, Stock Gumshoe

    We do see these kinds of adds all the time -- often headlined with the word "Checks" -- ...

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    I was intrigued by this topic, because I personally own 5 government-occupied properties. No REITS, no stocks, no compli...

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    What I am not sure on is do they pay 11% per month on Rent Checks From the Government REIT's or is it accrued for the ye...

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    I'm going right out and sell all my cloud software stocks and REITs and semiconductor stocks and renewable energy stocks...

  • Travis Johnson, Stock Gumshoe

    REITs are not scams, generally speaking, but they're not miraculous money-generators either. REITs own the buildings an...

  • Travis Johnson, Stock Gumshoe

    I don’t know how their dividends are classified, if they’re earnings or return of capital. Canadian withholding sho...

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    Thanks for this review Travis. I'm long several of these stocks as well. The metals stocks have been a disappointment ...

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    As a long term member, let me add my two cents to this discussion note this is my first entry in perhaps 3 years. I am ...

  • Travis Johnson, Stock Gumshoe

    That depends on what their real estate is worth, whether occupancy stays up, and whether they can access debt and equity...

  • Travis Johnson, Stock Gumshoe

    I assume you're referring to CCI, yes? CCI is a REIT and is generally evaluated like REITs, which means that investors ...

  • Travis Johnson, Stock Gumshoe

    Haven't looked at a teaser along those lines lately, but generally when "Mortgage Refunds" have been pitched in the past...

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    Now Dent research is getting into the same teaser pitch, but broadening the scope to, apparently, include REITs in other...

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    The government rent-check teaser is one of the most blatant misinformation circulated via email on the internet. And ye...

  • Travis Johnson, Stock Gumshoe

    Depends on the stock you choose -- the average yield for REITs is 4-5%, the average for other "blue chip" type stocks is...

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    Unfortunately, Diane, it's not a list that you sign up for and they send you a check. These are REITs (Real Estate Inves...

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    I like your picks, especially TTD and SAFE. IIPR and SWCH are more on the speculative side. Cornerstone, the specialist ...

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    Quite a thorough article with lots of good information. But of course this brings us back to the original tease that we ...

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    A better way to go if you're interested in REIT's, government or otherwise, is Brett Owens "Contrarian Outlook". This gu...

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    Roy R Hartzler, I follow a guy on seeking alpha named Brad Thomas and he specializes in REITs and breaks them down he ha...

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    I suspected what you affirmed above. I will check out the symbols you mentioned, but I generally stick to common shares...

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    Good old Barton recommends 7 reits in his letter, GOV indeed, but also DEA, VNO etc. And his "federal rent check" consis...

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    Reits are a tax nightmare....

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    Whenever I see a video that seems to be getting a bit long, showing photos and checks of all the 'winners', I immediatel...

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    The Federal Rent check information has to do with investing in Real Estate Investment trusts (Reits)....

  • Travis Johnson, Stock Gumshoe

    And in later-breaking news, IIPR declared their dividend for the quarter -- no increase this quarter, which should have ...

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    When a newsletter promises the moon, or starts off with a video presentation and nothing else visible on a page. It's a...

  • Travis Johnson, Stock Gumshoe

    Haven't looked at that just yet, but he's probably touting one of the REITs that owns primarily government buildings -- ...

  • Travis Johnson, Stock Gumshoe

    That's a good question, but REITs are far less established in most countries than the are in the US... and I'm not reall...

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    Do USA REIT's move / react to the market differently than other REIT's (ie: are USA REIT's influenced by different facto...

  • Gr8Full!

    $GTY np ... My Oh My, 4 Spec Buys https://seekingalpha.com/article/4163356-oh-4-spec-buys? Apr. 17, 2018 7:00 AM ET|...

  • Travis Johnson, Stock Gumshoe

    Haven't seen that ad, if you have a copy or link please forward it to ILoveStockSpam@gmail.com... or post a link here. ...

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    "IPOs rarely start out paying dividends, unless they happen to be income-focused companies (REITs, MLPs, etc.)iscussion"...

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    S. is ok as long as he pushes his own stuff, but he likes names. For a while he was pushing Stanley Gibbons for stamps (...

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    The way I do it: 1) K-1 partnerships in taxable account, to get tax break. 2) Foreign dividend payers in taxable accou...

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    Thanks for a beautiful post, Roger. You are a man after my own heart. I am a little bit younger, and as such a little ...

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    Gdogg, One nice thing about Value Line, they give FFO (cash flow) in their financials. Important for REITs & MLPs....

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    REITs look like a decent value here, did some shopping on Thursday. Also got CRTO at $22 last week, thoughts on that ...

  • Travis Johnson, Stock Gumshoe

    They can be complicated, though for most people with relatively small holdings UBTI doesn't end up coming into play -- i...

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    MLPs I like are CCLP, USAC, GMLP, and even NS. Going the ETN route, it's AMZA. For Reits I just use MORL, for CEFs CEF...

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    $10 initial investment? Not worthwhile unless you are just monitoring. The % indicated dividends on these REITs vary, ...

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    With REITs, the dividend income is treated a little differently for tax purposes. Some of it may be counted as return o...

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    To be picky, for $100 invested you'd get a dividend check for $1.50 every 3 months. The yield on a bond is set in stone...

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    The last ad I saw said somebody had received a "Freedom Check" for over $26000. Now that is just stretching imagination...

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    For the most part I pick my own stocks. I tried a couple of newsletters to see whether it would improve my returns. Th...

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    Jan, it is not exactly a scam, but certainly misleading. He calls them Freedom Checks. I call them dividends, and yes,...

  • Travis Johnson, Stock Gumshoe

    REITs are not restricted to just US citizens, though there may be different tax implications across the border....

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    Travis - have you considered that there might be a good reason for all those low interest rates at central banks throug...

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    If you're new to the gummie community, you may not have heard that it's preferred that you tell a little about yourself ...

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    Re: Digging into Personal Finance Travis...thank you for the clarification of the Government Properties REITs and ...

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    You could throw this in a dividend portfolio with about 49 others @ 2k a pop and creaate your own dividend etf . Reits, ...

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    Brett really provides background on his picks. The most recent issues have compiled and ranked the best places to put ...

  • Travis Johnson, Stock Gumshoe

    Thanks for the comment -- I bet less than 1% of their sales are related to electric vehicles, even in those "hot industr...

  • Dr. KSS MD PhD

    Yes, thanks for mentioning it. I have talked to Cleveland about doing a second take on that set of issues with me, with ...

  • SoGiAm

    Home Schueet Home! @WSJ article very recently,,,. Home Builder Lures Millennials With Offer to Help Pay Their Student L...

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    Where does these appear in the investment publications. And how do i get their prices publicly. Are they all REITS....

  • SoGiAm

    $Holdings – Author:LongOnLife - I’ve reduced my holdings in S&P500 ETFs and increased proportionately my holding...

  • LongOnLife

    $Holdings - I've reduced my holdings in S&P500 ETFs and increased proportionately my holdings of international and e...

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    I'm not big into this but received a link to marijuanaindex.com from the folks at Casey Research. They claim some big m...

  • Travis Johnson, Stock Gumshoe

    FYI, on the data center issue -- not surprisingly, all the data center REITs got questions from their big institutional ...

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    With the growing need for bigger and bigger Data Centres I've put a little in data centre REITs....

  • Travis Johnson, Stock Gumshoe

    I own a few and write about them from time to time -- mostly medical REITs in my portfolio, along with COR and ROIC, tho...

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    Travis, Thank you so much for your great articles. Do you cover REITs in your paid subscription?? Regards,...

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    Hey Travis, Thanks for taking this one on, I always perk up when you're talking about REITs, especially those related to...

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    You are globally right. Actually IKEA (Canada) is even opening some of its new wide surfaces in mixed commercial-indust...

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    As Sears Canada's bankruptcy example actually means many more available «unexpected» retail square feet in commercial...

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    Travis- Thinking about the performance of REITS, do you have a concern over WPC having a 20% position in Retail?...

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    I thought that a foreigner can't own Can Reits because the government won't get the taxes that the Reit by-passes....

  • Travis Johnson, Stock Gumshoe

    Speaking of REITs... CoreSite just announced a surprise rise in the dividend today, from 80 cents to 90 cents for the se...

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    Regarding REITs, I would be interested in other opinions on the three that I own. All have been very good investments t...

  • Travis Johnson, Stock Gumshoe

    Data Center REITs -- he's been using this pitch for a couple years now, I last covered it here: https://www.stockgumshoe...

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    As Travis was hintitng, in the case of REITs earnings are impacted by financial items such as depreciation, which reduc...

  • Travis Johnson, Stock Gumshoe

    "Real" is a subjective term in this case -- the Social Security Administration does really rent office space (like most ...

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    What REIT's are a better investment? Thanks...

  • Travis Johnson, Stock Gumshoe

    Those are all mortgage REITs, which are quite different from equity REITs. Equity REITs own property and earn rent from...

  • Travis Johnson, Stock Gumshoe

    Have never heard of this with REITs, but MLPs do in some circumstances generate UBTI tax obligations in IRAs. It's a bi...

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    My impression has been that any gains in a ROTH IRA are tax free but recently heard there may be exceptions for gains fo...

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    Currently have 7 biotechs, 2 medical device, and 2 healthcare REITs including $MPW a travis/gumshoe stock in the "health...

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    Anyone know of any data center REITs that have an exposure to Myanmar? (http://www.datacenterdynamics.com/content-trac...

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    Do REIT's tend to do well in times of increasing interest rates or falling rates?...

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    I enjoyed and learned so much from your coverage of the REITS . I may have missed what you determined about the value of...

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    Hi Wade. Of the three REITs, I feel DLR and COR are equally attractive, but am concerned about DFT with regard to the co...

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    Hi Wade. I've got to write some articles for the next issue of PF that are due tomorrow, so I'll take a look at those RE...

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    Travis, thanks to your articles I took a position in Coresite last month and it's up about 14%. I agree with your poi...

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    "DLR and EQIX also, unlike the smaller ones, have meaning global operations and probably more exposure to more rapidly g...

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    nice to hear you separate your FM Reits from the rest (ie.apt and office Reit), because porter has the REITs part of his...

  • Travis Johnson, Stock Gumshoe

    So far it's money moving into anything related to infrastructure stocks, Pharma, and banks, and out of big tech and anyt...

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    Thank you, Travis. Your research & insight is always valuable and appreciated! REITS have been thumped pretty hard...

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    here is some info to get you started: 1-MLPs, REITs and many other investment vehicles pass-thru a particular type of in...

  • Travis Johnson, Stock Gumshoe

    COR is finally starting to look a little more appealing now, if I were building a position now I'd buy in small chunks -...

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    What I intend to do with real estate...fall 2016...cash, farms, and REITS Hi all. I am a typical retired guy with mod...

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    Coal: metallurgical coal has been soaring, explaining the parabolic growth in Teck resources, and possibly in Westshore ...

  • Travis Johnson, Stock Gumshoe

    I've covered his picks a few times this year, the most recent was a look at ...

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    Travis, thanks for the outlook on the insurers and the REITS. Been kicking tires a little, but as you say the valuation...

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    In Canada REITS are currently an S&P subsector of financials. I have not found any indication that the S&P chang...

  • Travis Johnson, Stock Gumshoe

    I see it as a tailwind, but not a reason for huge or immediate gains -- interest rates are a far bigger deal in the shor...

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    What are your thoughts on the REITs being touted, as on Sept. 16th, many mutual funds will be forced to purchase them, a...

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