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St's avatar

If a REIT is externally managed, I eliminate it eithout going further. But could there be circumstances when one could still add it (e.g., preferreds, unique focus/geographies/expertise, etc)?

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Paul Drake's avatar

The main one for me is if the REIT is very small. They need to get to several hundred $M in assets before it makes sense to afford internal management.

Otherwise, if the management fees are based on per share economic performance then I might think about it. But structural misalignments like we see here just are not worth it.

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Matt&M's avatar

Thanks RPD , avoided another one

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M. Keith, Ph.D.'s avatar

Thanks for helping us eliminate this one!

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dmh555's avatar

Thanks Paul. I've held them for a while, my cost basis is low, picked them up on a major dip. I intended to let them go afterward, but they are currently paying 8.9% haven't changed the div in years, so reluctant.

That said, I suspected all the things you confirmed. Every earnings call they talk about increasing the size of the company, never the div. The insider ownership is a smoke screen, those same insiders are most likely insiders at Slate also and get a much bigger slice of the pie there since Slate appears to be bleeding them dry with management fees.

Thanks for the insight!

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Andy's avatar

If someone was hoping to hear good things about their investment, it appears that isn't the case here. I am trying to find good non-oily ideas but this sure isn't on the list. Thanks!

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