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

To: Richard Barron who wrote (2198)	10/5/2001 1:44:03 AM
From: Nikole Wollerstein	Read Replies (1) \| Respond to of 2561

""I don't get excited about them, especially since SMT and EQR have recently warned."" Would not it be more logical to buy those that already warned than those that did not?

To: Richard Barron who wrote (2198)	10/5/2001 6:56:03 AM
From: Grommit	Respond to of 2561

Thanks for the reply. I'm hoping that the tenant cash flow problems are temporary, as this fresh info suggests: ...................... Thursday October 4 8:30 PM ET Hotel Revs Rebound, Near Pre-Attack Level LOS ANGELES (Reuters) - After plunging as much as 45 percent at the low point of the ongoing travel crisis, U.S. hotel room revenues rebounded strongly in the third week after the Sept. 11 attacks to finish near pre-attack levels, according to new industry data... dailynews.yahoo.com ........................ But you're right, that's the big worry. And if more serious, HPT has one year security deposits as a last ditch solution perhaps. Anyway, I appreciate your input on MAA and SMT not being your favorites, but more importantly... Why? I wonder... EQR's warning was a bit nebulous, and SMT's was $.60 FFO vs. $.64 estimated. That's 6% down which they are attributing to the economy. Well, I think it's a bit premature to blame the drop on the economy, and I wonder what's up. But still, with interest rates so low, even if REITs (in general) have a setback, they are sure beating the alternative. thanks, grommit

To: Richard Barron who wrote (2198)	10/5/2001 7:19:57 AM
From: Grommit	Read Replies (2) \| Respond to of 2561

To All listeners -- Which 2 or 3 REITs are your favorites right now? thanks. P.S. -- I'd list HPT, AML and although not quite a REIT, I'd list ALD as a fine yielding thing to help with diversification. P.P.S. -- PPS (one of my holdings) also warned last August: Given the continuing weakness of the national economy in general and Atlanta in particular, management now believes that NOI growth for the company's mature assets will be flat for the year, and that its lease-up results in some of its markets will be negatively affected. biz.yahoo.com