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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
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
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
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
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
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
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
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
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
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
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
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
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
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