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Strategies & Market Trends : Value Investing
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To: anializer who wrote (34488)5/16/2009 12:03:50 AM
From: Spekulatius  Read Replies (1) of 78748
 
I purchased some ARE for a couple of reasons"
1) Stock is near lows. This attracts me like flies are attracted to a dungpile
2) Secondary issued at a higher price 38.25$ than the stocks currently is trading. i found that unless fundamentals really deteriorate the secondary price acts like a magnet and the stock tends to go back to that price.
3) Most Reits have done well after secondaries
4) ARE is in a specialized sector that is somewhat insulated from economic woes (lab space for health care)
5) No refinancing risk until 2011 (but significant one in 2012)
) So far strong fundamentals (occupancy, Same store rents).

Seems like a decent bet to me at this point.We will see.If ARE breaks below 30$, all bets are off from a technical pijt nof view though.
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