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Jan 15, 2025 | 
seekingalpha.com | R. Paul Drake
SummarySafehold's stock price is highly correlated with the 30-year Treasury bond rate. SAFE's business model involves secure, long-term ground leases, often compared to long-term bonds, providing stable cash flows and high credit ratings. SAFE is a leveraged play on long-term interest rates; its price movements are largely driven by changes in Treasury rates, not operational factors.
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Nov 19, 2024 | 
seekingalpha.com | R. Paul Drake
Nov. 19, 2024 6:30 AM ET, SummaryRetirees can protect themselves against secular market declines in stock market pricing by focusing on REITs that pay secure dividends and can grow them faster than inflation. A “Go-Fishing” REIT portfolio aims for secure, inflation-beating dividends, allowing investors to check their investments annually while maintaining financial stability. My barbell REIT portfolio combines secure Go-Fishing REITs with high-upside REITs, some of which carry higher risk.
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Sep 18, 2024 | 
seekingalpha.com | R. Paul Drake
Sep. 18, 2024 6:30 AM ET, , SummaryW.P. Carey successfully transitioned by shedding office properties, raising nearly $2B for debt reduction and new investments, with minimal projected impact on cash flow from operations. Concerns arise from inadequate tenant monitoring, exemplified by Hellweg's financial troubles, suggesting potential risks with other European tenants.
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Jul 23, 2024 | 
seekingalpha.com | R. Paul Drake
Jul. 23, 2024 4:40 PM ETRSP, SPY, VNQSummarySA analysts are optimistic about REITs due to an expected interest rate drop. REITs dropped more than the Russell 2000 and the equal-weight S&P 500 in response to interest rate increases. Future developments are far from certain; be cautious about a REIT rally. I do much more than just articles at High Yield Landlord: Members get access to model portfolios, regular updates, a chat room, and more.
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Jul 10, 2024 | 
seekingalpha.com | R. Paul Drake
Every real estate investor, including REITs, must assess and choose among potential investments. These choices ideally should consider not only price but also desired property type, cash earnings, earnings growth, and risks. The choice of investments also should reflect the source and cost of the funds used. It is one thing to buy a property with cash on hand. It is something else to take on debt to raise some or all of the cash.
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May 2, 2024 | 
seekingalpha.com | R. Paul Drake
Income from my investments is essential for my retirement. That income will not only support my spending; it will also help insulate me from potential turmoil in the markets. Too many investors divide their desired dividends by their portfolio value and just go seek yields that match that ratio. This is fine if the ratio is 4% or less, except that picking any investment based primarily on its yield is a bad idea.
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Apr 7, 2024 | 
acsess.onlinelibrary.wiley.com | Ming-Shun Chen |R. Paul Drake |Shuyu Liu |Ellen E. Melson
CONFLICT OF INTEREST STATEMENT The authors declare no conflicts of interest. REFERENCES , , , , , & (2014). Avirulence effector discovery in a plant galling and plant parasitic arthropod, the Hessian fly (Mayetiola destructor). PLoS One, 9(6), e100958. https://doi.org/10.1371/journal.pone.0100958 , , , , , , , , , & (2019). Genetic identification of loci for Hessian fly resistance in durum wheat. Molecular Breeding, 39(2), 24. https://doi.org/10.1007/s11032-019-0927-1 , , & (1990).
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Feb 13, 2024 | 
seekingalpha.com | R. Paul Drake
Well, phooey. Alexandria Real Estate (NYSE:ARE) turns out to be just another ordinary REIT, with lower likely shareholder returns than some of them. I had thought they were a much stronger grower than they are. But perhaps there was a clue in their unique mission statement (from the 8-K): To create and grow life science ecosystems and clusters that ignite and accelerate the world’s leasing innovators in their noble pursuit to advance human health by curing disease and improving nutrition.
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Feb 6, 2024 | 
seekingalpha.com | R. Paul Drake
Feb. 06, 2024 6:30 AM ETSPG, EPR, VICI, BXP1 LikeSummaryThe article discusses my process for growing my Income Bucket through security transactions. The strategy involves broadening holdings during bull markets and concentrating holdings during bear markets. The article provides examples using my REIT investments from 2021 to the present. Some of my security transactions last year and even in January had the purpose of growing my Income Bucket.
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Jan 30, 2024 | 
seekingalpha.com | R. Paul Drake
Enterprise Products Partners (NYSE:EPD) announced last fall that they were going to take on debt to help take advantage of some opportunities for increased earnings growth. Mr. Market hated it, pushing down the stock price by 10%. The price has recovered lately, although some other midstream stocks have appreciated too. Since the announcement, we've seen complaints in comments on articles about Enterprise. Some shareholders clearly feel damaged by this change.
