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Low Tide Investments

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  • Low Tide Investments commented on Nathan Parsh's article 01-15 19:39
    Investors Should Consider Buying the Dip in This 5% Yielding REIT
    Real estate investment trusts, or REITs, are often a favorite amongst income-seeking investors - and with good reason, as these stocks often have a...
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    Low Tide Investments 01-15 19:39
    • WPC is the only one at the moment. Just good exposure to a strong business with a low cost basis. I held OHI for a bit but sold last spring since I thought my thesis was turning against me. I haven't spent much time screening through REITs lately. Last time I did some valuation work I felt they we're overvalued. I also just bought a house recently and was comfortable with my real estate exposure overall. I have since spent my time focusing on what I've gotten more comfortable with in doing deep research into forced selling opportunities and monitoring other pockets of the dividend growth universe on my site.
  • Low Tide Investments commented on Nathan Parsh's article 01-14 21:34
    Investors Should Consider Buying the Dip in This 5% Yielding REIT
    Real estate investment trusts, or REITs, are often a favorite amongst income-seeking investors - and with good reason, as these stocks often have a...
    View all 1 comment
    Low Tide Investments 01-14 21:34
    •  


       


       

      Nice article, Nathan. Good summary on the strengths of this REIT. I have been holding WPC since 2014. This is a great management team with an outstanding track record. The business is fairly well insulated due to sector diversity and net lease structure. I agree that the stock price is a bit elevated due to the run-up in the multiples and slowdown in div. growth. The leadership team has been with the company in various roles for a number of years and assuming they continue to prudently invest going forward, I see no reason for dividend growth not to pick up steam in the future. I like seeing new capital invested at cap rates on the high end of current industry averages (7.5%). Always watching for an opportunity to scoop up more shares. Will likely be re-valuing this stock in upcoming quarters. Good luck.

      -LT



        
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