REITS - Buying 1 - 2 weeks before going ex-dividend Message Board

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Strategies & Market Trends : REITS - Buying 1 - 2 weeks before going ex-dividend

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To: bob s who wrote (2116)	6/13/2001 2:38:52 PM
From: Richard Barron	Read Replies (2) of 2561

Bob, We just got used to lower FFO multiples. Realistically, any REIT that isn't over leveraged that can grow FFO by 3-5% per year and has a 10 FFO multiple or less, will probably return 10-15% per year long term. Some are risky for various reasons, and some have higher REAL depreciation, since they seem to have to constantly build out or renovate. Right now, there is a lot of worry with slowing hotel, office and industrial markets and maybe retail. Self-storage, manufactured housing, apartments, and health care look like they could have strong occupancies for some time to come. If so, there is very little risk for anything yielding 8% that will grow FFO more than 3% a year. I like both FR and HRP. Richard p.s. APROZ had a dynamite earnings report, though it was very brief and hard to tell if there is some noise in it. If not, this is worth north of $13-15 per share.

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