...Looking for the new Real Estate-oriented destination for the
PSTL $$$, once I do sell PSTL.
This morning, I'm focused on just 2 prospects, trying to keep it simple, and not lose my shirt.
One is Ryman:
RHP.
Per
M* it's today at a -6% discount to NAV.
4.2% dividend.
Per
Stock Rover: 2.4% of float is Short. Doesn't seem like an awful number.
For 2023, the company reported a blow-out year, utterly amazing profits. Record-breaking.
https://www.morningstar.com/stocks/xnys/rhp/quote***************************
Starwood:
STWDReads like more of a R.E.
finance outfit. But they do directly own properties, too.
Per
M*: right now priced at -17% discount to NAV.
Div yield = 9.91%, but no raise in div, going back several years.
Per
Stock Rover: "Short of Float" =4.9% looks concerning.
https://www.morningstar.com/stocks/xnys/stwd/quote...Just mulling and thinking. No rush.
Comments
https://www.morningstar.com/stocks/xnys/wfg/quote
top-ranked-real-estate-fund-manager-jeff-kolitch-on-opportunities-in-commercial-real-estate/
https://stockcharts.com/h-perf/ui?s=PSTL&compare=FRESX,FRIFX&id=p11395410017
Thanks for the chart. For my own sake, I added RHP to the comparison. Lately, they have all fallen steeply. But RHP wins. My own "Personal Rate of Return" loss in PSTL is not quite -9%. Stinky poopy. I'll take the free money they want to give me in May, then leave. The switch-over from TRP to Schwab was a comedy of errors and screw-ups and waiting and waiting and waiting.
But Fido and Vanguard have their own distribution arms; VG's origin was as a distribution firm, but it has now expanded into index funds and in-house management for some bond funds.. Moreover, several Vanguard funds have ERs lower that 25-50 NTF platform fees. So, it doesn't make sense for Fido and VG to pay for NTF platforms, but brokers can make them available as TF.