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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (29156)	4/7/2008 3:28:04 PM
From: E_K_S	Read Replies (3) of 78669

Started a position in Brandywine Realty Trust (BDN). Company is selling below BV according to Yahoo. Insiders have been buying at current prices and the dividend appears solid at 9.9% at least for the foreseeable future. My strategy is to build up a basket of REIT companies at or below BV that generate good dividend income. Money is coming form low yielding treasury and GNMA bonds to finance the purchase. The two companies I have identified so far that meet this criteria are HRP and BDN. Both companies are near their multi year lows and have significantly underperformed the S&P 500. finance.yahoo.com I have purchased half of the position now and have written naked Puts four months out to obtain the other half. Can you suggest any other candidates that I might want to look at? EKS P.S. NRF was on my list but it is selling at 1.5x book value.

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