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: Francois Goelo who wrote (2245)	2/7/2002 10:44:38 PM
From: Richard Barron	Read Replies (3) of 2561

Francois, I am not adding any long term REIT positions at this time. I am very patient when it looks like the economy may be weakening for real estate and willing to make just a few timely trades. Out of favor sectors are going to have the best short term results. Any of the hotels that are less than 55% leveraged that are projecting FFO's that would give them a multiple less than 8 are very exciting, though with some risk. If FCH comes in with 2.20 - 2.60 in FFO at the bottom of the cycle and rebounds to $4.00 + in FFO within 2-3 years, then this will be a great bargain. EOP will be stagnant for a while, but may be a good long term investment. EQR & KIM also. If any of these drop another 5-10%, then the prices are worth adding now. Buying a 1/3 position in some of the leaders is a good way to start a long term portfolio. The following is a link to some shrewd REIT investors and the highest quality REITs as far as management and locations are concerned. boards.fool.com Their favorite choices include: Apartments ASN AVB CPT EQR HME PPS Shopping Centers KIM WRI Malls SPG Offices BXP CRE EOP Industrial CNT PLD Office/Industrial DRE RA Diversified CUZ WRE By adding MHC and AMB, we now have 20. These are some picks and I wouldn't include PPS and maybe remove RA and PLD. Also, CUZ is one to time 6 months before construction starts to get hot again. I also like GGP for long term though it may be high now. Richard

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