Real Estate Investment Trusts, aka REITs, are an income tax-free carve-out in accordance with IRS Code Section 856. They are a high-dividend entity and customarily have good yields when purchased at good prices. The members within this pool are apartment complex based entities, and appreciation of the fixed assets is normal. Good yields and appreciation make them relatively low-risk investments.
Purchased 1,000 Shares of UDR, Inc. On Friday, September 11, 2026, at the opening, the Value Investment Fund purchased 1,000 shares of UDR, Inc. at $35.30. In addition, the Fund paid a $1 per share transaction fee. In total, the Fund spent $36,300 for a second tranche of UDR. The stock is a REIT that
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Sold Essex Property Trust, Bought Wendy’s Today, 06/05/26, the Facilitator of this site’s Value Investment Fund sold Essex Property Trust when the market price was $287.63 at 2:26 PM. The Fund netted $57,326 after fees of $200 ($1/Share). Altogether, the Fund held Essex for 297 days, earning $1,546 in dividends, and closed out with a
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Bought 1,000 Shares of UDR, Inc. Around 10:00 AM today, 03/20/26, the REITs pool of the value investment fund purchased 1,000 shares of UDR, Inc., United Dominion Realty Trust, at $36.00/each, including transaction fees of $1 per share. UDR’s prior peak was $59.68 back in December of 2021. Act on Knowledge.
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Sold PUT Options on Essex Property Trust Essex Property Trust is a real estate investment trust, commonly referred to as a REIT. This site’s Value Investment Fund regularly sells PUT options as the company’s market price fluctuation is predictable. Essex Property Trust’s market value rarely goes below $240 per share. This site’s Value Investment Fund
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Sold PUT Options Essex Property Trust Today, August 15, 2025, the Value Investment Fund sold 400 PUT Options on Essex Property Trust for $7.00 per share. The REITs Pool paid $1 per option as a transaction fee. The strike price is set for $240 each with an expiration date of January 16, 2026. See the
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Purchased Essex Property Trust The market price for Essex Property Trust has dipped to the lowest point in fifteen (15) months at $252.08 as of 4:00 PM on 08/11/25. The Value Investment Fund purchased 200 shares to add to its REITs pool of investments. Total investment is $50,616.00, including a $1 per share transaction fee.
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Sold Essex Property Trust at $300 Per Share On February 6, 2025, the Value Investment Fund needed cash to take advantage of the dramatic price drop in Huntington Ingalls Industries. The Fund sold Essex Property Trust at $300 per share, netting $299 per share after fees. At approximately 2:50 PM, the price hit the sell
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Compliance with PUT Options Contract for Essex Property Trust This site’s Value Investment Fund had to comply with two separate PUT options contracts for Essex Property Trust sold back in late May and mid June of 2022. The combined total of both contracts was for 180 shares with strike prices as follows: 80 Shares @
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The Value Investment Fund purchased 100 shares of Avalonbay Communities Inc. for $161 per share including transaction fees.
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The Value Investment Fund sold a PUT contract on Essex Property Trust for 100 shares.
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