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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (73040)7/6/2023 2:25:22 PM
From: E_K_S  Read Replies (2) of 78958
 
Re: REIT - BRSP, EPR, MPW and UNIT

I own MPW & EPR (EPR is my favorite and started building a position early this year). Passed on UNIT and have not really looked at BRSP.

MPW is a medical healthcare REIT was having some problems w/ debt on a few properties. Have not added but also own OHI & DOC. You might look at DOC. It seems to be a good medical REIT candidate.

You can see my complete pot(s) on EPR if you do an Advanced search using the ticker EPR.

building a position in specialty REIT Entertainment Properties Trust (EPR)

Entertainment Properties Trust (EPR) -
( they own 51 Theater properties where tenant has declared BK. Tenant is restructuring and/or properties may/could be converted to AMZN warehouses (AMZN has discussed buying some/all of the properties) 7.8% div

I have also been finding value in REITs and just started to build a position in EPR (closed out position in 5/2022 at $54/share, bought a few this week at $39.60/share.

I currently have a 60% position in EPR w/ an average cost of $39.74/share. Sold some of my high price shares earlier this year to lower my average cost. Have a GTC Sell at/near $52.

Have Sells in 2022 between $49-$53
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The key is to look at FCF and that must be positive and better if it is growing.
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