tag:blogger.com,1999:blog-21846828.post4622389358273583389..comments2024-01-14T16:01:08.962-08:00Comments on The Rational Realist: What's The Opposite of Accretive?Rational Realisthttp://www.blogger.com/profile/08886526093283532105noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-21846828.post-26679066580340239932013-01-03T11:41:46.931-08:002013-01-03T11:41:46.931-08:00Great, thanks for the information. I've been r...Great, thanks for the information. I've been reinvesting the dividends from the beginning and have read that the people getting checks every month have been bleeding the REIT of it's real worth....<br /><br />Guess I fall under one of those "under-informed" people that is the reason they are getting sued in MA...which by co-incidence is where I live....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-21846828.post-72328689064441128752013-01-03T11:14:00.191-08:002013-01-03T11:14:00.191-08:00No update on CCPT II. I wouldn't be worried. ...No update on CCPT II. I wouldn't be worried. CCPT II is paying a solid dividend and a liquidity event, if there is one, doesn't have to impact the assets of the REIT. Any liquidity price is unknown, but a liquidity event doesn't necessarily mean you have to sell your shares. It's possible CCPT II can provide a liquidity option, along with an option for investors to keep shares and maintain dividend. Rational Realisthttps://www.blogger.com/profile/08886526093283532105noreply@blogger.comtag:blogger.com,1999:blog-21846828.post-45341876078522462862013-01-03T10:49:38.854-08:002013-01-03T10:49:38.854-08:00Any more info on what's going on with CCPT2? ...Any more info on what's going on with CCPT2? I'm a small investor (about 25K initial investment now "worth" about 31K) and I'm really worried about whats going to happen here....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-21846828.post-69036022972476110072012-12-18T13:59:46.659-08:002012-12-18T13:59:46.659-08:00"were a precursor to a sale or an act of fisc..."were a precursor to a sale or an act of fiscal prudence" - probably a combination of both.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-21846828.post-71183150306228347132012-12-14T14:13:38.063-08:002012-12-14T14:13:38.063-08:00
Apparently Cole received a lot of bids on the por...<br />Apparently Cole received a lot of bids on the portfolio but they were all rejected. What that means going forward I have no clue.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-21846828.post-77334040974689266042012-12-14T08:00:11.806-08:002012-12-14T08:00:11.806-08:00I believe it's a precursor to a sale, too, alt...I believe it's a precursor to a sale, too, although timing is anyone's guess.Rational Realisthttps://www.blogger.com/profile/08886526093283532105noreply@blogger.comtag:blogger.com,1999:blog-21846828.post-41759495254969560802012-12-14T06:57:48.285-08:002012-12-14T06:57:48.285-08:00It's the precursor to a sale. Looking at this ...It's the precursor to a sale. Looking at this it seems obvious a REIT will be the buyer in some sort of share exchange and the number of shares involved needs to remain fixed. The interesting question becomes, at what price? The brain surgeons at Cole marked up the share price inexplicably in 2011 to a ridiculous number, $9.35. My guess is a deal gets done substantially south of that number and the spin and apology tour will begin. Probably doesn't help that LPL has alot of client money in CCPT2 and they are being sued in MA for unscrupulous sales practices. This could get interesting! You gotta love the nontraded REIT world - never a dull moment with these clowns!Anonymousnoreply@blogger.com