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RickH's avatar

Paul, your readers posted comment definitely came from Morningstar. I just read the latest company report. However, their latest stock analyst note says: " Continued occupancy gains with small-shop occupancy reaching record level."

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Joe Parks's avatar

Is REG only in shopping centers or does it also build senior communities such as Regency at Stonebrook? It is a new development about 3 miles from my home in Sparks, NV.

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Paul Drake's avatar

REG is definitely not in senior housing, a very difficult business. Unfortunately a lot of businesses use Regency as a name.

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Wally's avatar

I own Federated, you got me thinking of switching to Regency.

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Borislav's avatar

Do you mean FRT by Federated?

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Paul Drake's avatar

I don't think it is a huge difference, but were I to buy one of these REITs it would be REG.

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JaxBill's avatar

Good morning, Paul. Excellent analysis. Your are the King of REIT Analysis. The sources and uses of cash and your explanations of them always make perfect sense. Once recommendation on the cash flows, just for ease of the read: at the bottom of the chart, keep the source references and use references to the left and right, respectively.

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Paul Drake's avatar

Oh man do I agree with you. But I don't think I have that degree of granular control with Excel legends.

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JaxBill's avatar

I get that, for sure.

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