SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : BAK - Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zoso_17 who wrote (3004)6/22/2012 8:54:54 PM
From: bankbuyer   of 3249
 
Re: STAG

It appears they will keep their leverage in line thru equity offers which is good however I think they pay out to much in divvy and should retain some for growth.

Also not convinced it is fully covered by AFFO.

More than usual, you are really buying mgmt expertise on this one
I'd rate buy at $13+ but hold at $14+.

Given their geography and property types, be wary of economic weakness.

The hot industrial type is high thruput disty as in Amazon, e commerce type space,

This stuff can be a mil sq ft per building Class A but not necessarily coastal
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext