Matt Argersinger
speaker
93 appearances
1 recordings
1 series
first heard Sep 2014
last heard Sep 2014
Matt Argersinger’s voice in public audio — every appearance, attributed to the second.
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Appearances
Obviously, they've got problems there.
But you know what?
Even as a U.S.
consumer, when I hear things like this, it doesn't make me want to go to Taco Bell or KFC or Pizza Hut right here in the U.S., which is still obviously a good chunk of their sales as well.
So it's a huge overall problem.
And it's becoming a brand and a marketing problem for them, too.
I think generally I'm favorable to investing in REITs.
It is a way for an individual investor to invest in real estate.
The thing with REITs that you have to be a little careful of is over-leverage.
REITs, because they're required by law to pay out 90% of their income in dividends, they get tax benefits for doing so, the only way they really raise capital is either by issuing stock or raising debt.
And so just make sure you check your debt-to-equity ratios.
Make sure that your company isn't overcapitalized.
Look at debt versus market cap.
And of course, you don't want a REIT that's constantly issuing new stock and just diluting existing shareholders.
A couple that I follow, that come to mind, and I think actually it's in the MDP portfolio, to give Ron a little plug here, is Retail Opportunity Investment Corp.
Very well-run REIT.
ROIC is the ticker.
They do mostly strip mall commercial real estate on the West Coast.
A good one.
One that I follow that I've actually pitched to our Rule Breakers team several times is the ticker is ARE.
Showing 41–60 of 93 · page 3 of 5
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