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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (8983)	11/18/1999 11:41:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78618

Hey, Paul, thanks for the heads up on ARI. One thing that gives me pause is its concentration in one geographical area. What if the economy weakens more in SC than other places (of course the inverse could hold true)? God forbid, what if there was an earthquake there, which is obviously more of a risk there than, say, New York city?

To: Paul Senior who wrote (8983)	11/19/1999 2:13:00 AM
From: Madharry	Read Replies (2) \| Respond to of 78618

I have never owned a REIT but may eventually. It seems to me that in most cases the dividends offered cannot be generated by the REITs cash flow. They must either sell properties, issue shares, or mortgage properties. Is there some screen that would give me the sources of the dividend by reit, or is this something that one must research themselves on a stock by stock basis? If I am correct about this would anyone know which reits afford the best coverage of dividend from cash flow from operations? BTW THQI broke out today. Thanks again for that one Paul.