Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : REITS - Buying 1 - 2 weeks before going ex-dividend -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (2197)	10/4/2001 7:53:01 PM
From: Richard Barron	Read Replies (3) \| Respond to of 2561

Grommit, As you must know by know, HPT was one of the 6 REITs added to the S&P indexes, with EOP added to the S&P 500. EOP Warned today, but was up anyway. If HPT gets up near 30 (28 or 29), I would definitely consider trading out of some as I think it will have some tenant cash flow problems. I like the rest of your holdings except MAA and SMT. I don't dislike either, but I don't get excited about them, especially since SMT and EQR have recently warned. Still, REITs should be strong now that they are being added to the S&P indexes, with EQR and SPG the 2 most likely to get added to the 500 index.

To: Grommit who wrote (2197)	12/7/2001 9:13:49 PM
From: F9driver	Respond to of 2561

HPT has less than 30% debt/equity. Even if Marriot broke leases, which is nigh impossible, they have the properties to lease, or now operate, with their own management co. I believe people do not understand HPT. They are classified a Hotel Reit like HOT or HMT but their structure is different and more conservative. HMT for instance has 3.24/1 debt equity. I think it(HPT) has been undervalued for a long time. Although it's dividend growth will probably be slow, 10%+ yld is pretty good and IMO safe.