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#	AUTHOR DATE SUBJECT
30	member 3/26/20 3:26PM Re: Retail Net Lease 27
Seems like there are easier fish to fry than O. They just raised capital at $77/share so there's no way they lower dividends. You'd have to have a dividend cut for the investors in this to even... login to read the rest view available tags
21	member 12/30/08 4:46PM RE: RE: Update?
Any names you find particularly compelling, or is it just a sector call? Also, any reasons for shorting them other than the obvious headwinds their tenants face? Than view available tags
19	member 12/29/08 12:39PM Update?
Are you still involved in this name? Any thoughts as to how overvalued it remains and what additional catalysts exist? Is there another REIT that you think is a better short? Thanks in view available tags
18	member 6/02/08 5:03PM Village Inn bankruptcy
It looks like Village Inn Restaurants went bankrupt in April and they have restaurants showing up as available for lease on O's website. Also, at year-end the company said they had 48 properties for... login to read the rest view available tags
16	member 3/24/08 4:29PM Update
Any thoughts here after it has bounced a bit? It seems like things may be getting worse with the ABC Learning news yet the stock is up after they increased the dividend by a view available tags
15	member 1/22/08 3:03PM Couple of reasons ~ 1) a 75 bp
Couple of reasons ~ 1) a 75 bps cut can't be bad for the this company, especially given that part of the compression in NAV I was assuming was based on higher cap rates. ... login to read the rest view available tags
14	member 1/22/08 2:57PM Buffet BR
One year from buyout to chapter...i don't think i've ever seen it done so fast. Do what to you attribute the strength (or at least lack of weakness) in O stock today? Does this mean the... login to read the rest view available tags
13	member 1/22/08 9:06AM Buffet's filed for bankruptcy
anyone know of a faster buyout to bankruptcy? view available tags
12	member 1/15/08 4:10PM buffet revenue assumption
Sorry, made a mistake with my calculation. On the original press release stating that O had done the transaction, they combined two transactions (they had purchased some pizza hut properties as well). On... login to read the rest view available tags
11	member 1/15/08 3:48PM RE: 1031 market & quick questi
Sorry for the delay. I've been out of town. 1031 market ~ I don't have many details on it, but its basically a small transaction market 2-10 properties at a time of a value of... login to read the rest view available tags
10	member 1/03/08 7:09PM Buffet MISSES payment
http://www.bloomberg.com/apps/news?pid=20601087&sid=amLmTGN6Tcnk&refer=home Congrats Apologies for saying they had made it earlier -- misread bberg view available tags
7	member 1/02/08 11:57AM congrats / Buffet made payment
Well written, nice idea, NICE timing. Thanks for sharing this. This stock has already had a nice downside move relative to its historical volatility. We are seeing that DTC confirms that Buffet made the... login to read the rest view available tags
6	member 12/31/07 12:53PM Lost Buffet Revenues
Could you lay out your math on the lost Buffet revenues. What are you assuming for per property revenue and lease rate to derive the 22mm figure. Also, credit line and excess cash, why could view available tags
5	member 12/28/07 2:04PM Msdonut - I would agree that
Msdonut - I would agree that rejecting 50% of the leases seems high. Also, I noticed that Ryans sold and leased back 275 stores for $567mm, but that Realty Income only did 144 of them for... login to read the rest view available tags
4	member 12/28/07 1:59PM Quick question
Thanks for the idea. I like it. Noticed that one of the sell-side guys who covers this stock also listed ADC, EPR, and GTY as triple-net comps. These three appear to trade... login to read the rest view available tags
3	member 12/28/07 10:09AM 1031 market?
hey msdonut...what's the 1031 market for us real estate novices? view available tags

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			2007	2008
Price:	28.60	EPS
Shares Out. (in M):	0	P/E
Market Cap (in $M):	4,200	P/FCF
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT
Borrow Cost:	NA

Description

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