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

To: Grommit who wrote (53381)	2/11/2014 12:31:16 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78673

FSP. I keep wavering on this one. Seems like it could be safe enough -- continuing small insider purchases anyway. Yield 6.5%. What I don't like is that the dividend hasn't increased in years. I have a nagging suspicion that I could and should do better than sticking with FSP. (more OHI?) Meanwhile I hold on to my few shares. === Fwiw, I'm watching Tangier Factory Outlet (SKT). Much lower yield than FSP. Different real estate business model of course. Maybe much more risky. Otoh, somewhat increasing dividends.

To: Grommit who wrote (53381)	2/11/2014 2:07:41 PM
From: E_K_S	Read Replies (1) \| Respond to of 78673

Campus Crest Communities, Inc. (NYSE: CCG) Campus Crest Communities, Inc. (NYSE: CCG-PA) Physicians Realty Trust (NYSE: DOC) goo.gl Hi Grommit - I own both CCG and CCG-PA but missed the most recent buy (at/near their 52/wk low -:)). I heard an interview w/ the CEO that manages this new medial office REIT (DOC) and found it a compelling argument for owning this specific REIT sector. I have had a lot of success with MPW and DOC seems to be a similar offering. Have you reviewed this REIT sector (ie medical office properties) and if so have you looked at DOC? The offering is pretty new so it is a bit difficult to evaluate their historical performance but their premise is that medical treatment in these urgent care facilities is cheaper than going to an emergency room facility located in/at a hospital. I have no position in DOC but have been looking at this sector and DOC appears to be in a "growth" market especially w/ a business model that works well with Obama Care. Do you have any opinion and based on your valuation method(s), does DOC meet any of your REIT investment criteria and/or are there red flags I might have missed? Link to DOC Web Site. I was thinking of investing some of the proceeds from my PFE sale into this name. Yield for DOC is 7.2% w/ some good future growth prospects too. EKS