Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 19, 2010
(Top Pick Feb 12/09, Up %45) Multi-family in northern geographies. Loves it. Management is tremendous. Fully priced at these levels.
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(Top Pick Feb 12/09, Up %45) Multi-family in northern geographies. Loves it. Management is tremendous. Fully priced at these levels.
PAST TOP PICK
PAST TOP PICK
January 19, 2010
(Top Pick Feb 12/09, Up 34%) The only REIT that increased their distribution every year despite the financial crisis. The best REIT in the country.
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(Top Pick Feb 12/09, Up 34%) The only REIT that increased their distribution every year despite the financial crisis. The best REIT in the country.
DON'T BUY
DON'T BUY
January 19, 2010
Hotel REIT. Diversified. Limited service hotels. If recovery takes hold and there is an up tick in tourism and wages and GDP, the lodging space should to well.
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Hotel REIT. Diversified. Limited service hotels. If recovery takes hold and there is an up tick in tourism and wages and GDP, the lodging space should to well.
BUY
BUY
January 19, 2010
Favorite US REIT. Great balance sheet, sustainable payout ratio, and great mall assets. Done tremendous job of retaining tenancy. Not a lot of exposure to co-tenancy. Family run.
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Favorite US REIT. Great balance sheet, sustainable payout ratio, and great mall assets. Done tremendous job of retaining tenancy. Not a lot of exposure to co-tenancy. Family run.
DON'T BUY
DON'T BUY
January 19, 2010
CEO of Smart Centers (24% stake in Calloway REIT) sold assets to RMM and took back a stake. Thought was he would transform RMM. But it does not have same quality of assets, diversity or mass as Calloway. He is skeptical. He bought the convert.
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OneREIT (ONR.UN-T)
January 19, 2010
CEO of Smart Centers (24% stake in Calloway REIT) sold assets to RMM and took back a stake. Thought was he would transform RMM. But it does not have same quality of assets, diversity or mass as Calloway. He is skeptical. He bought the convert.
BUY
BUY
January 19, 2010
(Market Call Minute) Buy in $10-$11 range. Good name.
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(Market Call Minute) Buy in $10-$11 range. Good name.
BUY
BUY
January 19, 2010
(Market Call Minute) Buy in $10 range.
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(Market Call Minute) Buy in $10 range.