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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (47804)	2/18/1999 2:29:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Mike, the fact that the 10% dividend represents 90% of their eps, by law. And that they are leveraged out the wazoo. And that the real estate market and the dividend depend, as stock prices do, on consumers and cos going ever deeper into debt. That doesn't mean that Reits can't be good investments and the folks who run Crescent have some nice properties. But, remember, all that Texas investment in the face of a weak oil and a weak cattle market may not be wise right now. MB

To: wlheatmoon who wrote (47804)	2/18/1999 4:50:00 PM
From: Peter Singleton	Read Replies (2) \| Respond to of 132070

Mike, Bonnie Bear who posts on this thread from time to time is a bit of a REIT guru ... I'd check with her to get her take on REIT's in general, and what she's high on at this point. Peter

To: wlheatmoon who wrote (47804)	2/18/1999 4:59:00 PM
From: Greg Jung	Read Replies (1) \| Respond to of 132070

< What am I missing? > Some reits are more leveraged than others and they divide into "new age" and "old age" reits. Two quality reits: Newplan (NXL) Washington RE (WRE).