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I own a decent amount of ROIC as well as warrants. I noticed today a negative article so thought it should be brought to everyone’s attention:
ROIC
Always worth considering negatives, though this one is clearly one of those quantitatively derived articles that doesn’t involve much real analysis — we see these from the Motley Fool, too, with a data dump comparing a couple companies and noting that one lags behind the others in a particular category. Doesn’t mean it’s not valid, but it means I wouldn’t panic — ROIC is still a startup, with little leverage compared to many other REITs and a story that depends on industry connections and expertise as well as a growing dividend and increased leverage as they add to their portfolio. This is the only property REIT I own personally — not that this means it’s necessarily the best one around, but I like it and think the prospects are extremely solid (I also own warrants, which have a couple years left and a strike price right around where the shares now trade).