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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 (533)	12/14/1997 2:09:00 AM
From: Johndee	Respond to of 2561

Richard, Thanks for your answer. HOT did already buy Caesars property. My concern now is Circus Circus. Even though I work there, I'm down on Gaming stocks anyways. What I'm trying to do is build a data base in AIQ with Reits. I'm new to them, and am finding out that there are so many Reits in different groups that it makes it difficult to know how to list them. Are there some groups of Reits that's more profitable than others, or does every dog have it's day? 1.6 to 1.75 book value sounds pretty good to me for CEI. I am waiting for a move below 34 as you mentioned. Thanks again, Johndee

To: Richard Barron who wrote (533)	12/14/1997 4:55:00 PM
From: upanddown	Read Replies (1) \| Respond to of 2561

Hi Richard: Trying to figure out an approach to 1998 REIT investing and would like to know what you and others think of it. I'am looking for growth and dividend increases. I've taken the 97-98 growth rates and the price/98 FFO ratios (both based on Zacks 97-98 estimates) and look for at least a 4% premium of growth over FFO ratio. I also look for div coverage of 75% or less based on 98 FFO estimates and dividends of 5% or more. I identified 7 from a small subset of REITs (trying to follow all REITs is tough..pretty laborious..how do you do it ?)...AGT BED FCH GTA KPA FR KRC. What do you think ? Thanks, John