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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (53451)2/5/2021 2:08:38 PM
From: E_K_S1 Recommendation

Recommended By
The_Commodore

  Read Replies (2) of 78673
 
made a few more Buys in FSP at $4.16/share. Compared to other REITs this has a low debt/equity at 1.31, pays an 8.8% div and their 5 largest market are located in Atlanta, Dallas, Denver, Houston, and Minneapolis.

The negative is management flips many of their properties (perhaps to 'juice' their returns). So they may be long on office space in Silicon Valley & San Diego. I trust them since they probably have an inside group they deal with.

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I peeled off 13% of LXP and 5% of FPI to cover FSP Buys, raising my div to 8.8% from 4% and 1.8% respectively.

I maintain a basket of REITs and look at the blended dividend vs leveraged debt of the Reits. Also, I try to keep the mix of properties types as buying/selling opportunities present themselves.

EKS
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