tag:blogger.com,1999:blog-21846828.post2522462386489259829..comments2024-01-14T16:01:08.962-08:00Comments on The Rational Realist: Just Sayin'Rational Realisthttp://www.blogger.com/profile/08886526093283532105noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-21846828.post-20281153532074270742013-07-11T04:33:13.046-07:002013-07-11T04:33:13.046-07:00Coming up on 1 month. Not very impressive.Coming up on 1 month. Not very impressive.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-21846828.post-51159862636029186252013-06-24T09:47:47.303-07:002013-06-24T09:47:47.303-07:00I hope now that these guys are public someone will...I hope now that these guys are public someone will start taking Nemer's comments to task. That "someone" being equity analysts who cover this stock. To go on CNBC and claim their balance sheet is insulated from higher interest rates because of contractual rent bumps in the portfolio is AT BEST disingenuous. Anyone with half a brain knows that, for years, retailers have been cramming down disadvantageous lease terms on yield hungry investors. Many of the tenants in Cole's portfolio have leases flatter than a pancake, including the option periods. Those tenants that agreed to rental increases in their leases did so for a reasons that should be obvious to all...their balance sheets are weak and/or the real estate is weak. A net lease portfolio with a "flattish" NOI profile like Cole's will not perform well in a rising rate environment.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-21846828.post-31428214186725010722013-06-20T14:28:28.026-07:002013-06-20T14:28:28.026-07:00Anon 3, that was the point of the post, one day tr...Anon 3, that was the point of the post, one day trading is just noise, just a bad day to start trading.Rational Realisthttps://www.blogger.com/profile/08886526093283532105noreply@blogger.comtag:blogger.com,1999:blog-21846828.post-83459826688373848352013-06-20T13:48:59.735-07:002013-06-20T13:48:59.735-07:00Anyone judging off of one day (especially in a sel...Anyone judging off of one day (especially in a sell-off) should not be trading in any sector. If this is the price in a month, these comments are warranted.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-21846828.post-28952973001258286142013-06-20T13:30:55.926-07:002013-06-20T13:30:55.926-07:00I sure the press release from "Dewey,Cheatum ...I sure the press release from "Dewey,Cheatum and Howe" will be out any minute.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-21846828.post-1900525446845590932013-06-20T13:28:04.595-07:002013-06-20T13:28:04.595-07:00Thanks for the comment. I don't believe Cole ...Thanks for the comment. I don't believe Cole is out to screw investors, and naive retail investors should not be in a non-traded product. Interesting point on the rent growth.Rational Realisthttps://www.blogger.com/profile/08886526093283532105noreply@blogger.comtag:blogger.com,1999:blog-21846828.post-37345008523590050732013-06-20T13:11:00.617-07:002013-06-20T13:11:00.617-07:00Chris Cole should call Nick and ask him if that of...Chris Cole should call Nick and ask him if that offer is still good. Shareholders in this REIT got screwed. Also, Marc Nemer shouldn't brag too much about contractual rent increases. The average contractual rent growth of the portfolio is nil thanks to all the flat leases they buy from the likes of Walgreens and CVS. These guys are a bunch of smarmy, arrogant you-know-whats out to screw the naive retail investor.Anonymousnoreply@blogger.com