LA times published an article on Netflix and billboards. The takeaway: Sunset Strip billboard rents are up 20-35% since Netflix’s purchase. It’s supply and demand. The supply or billboards on the strip has shrunk since Netflix bought 18 boards from Regency. Demand is as high as ever. Seeking Alpha’s […]
Brad Thomas writes for Seeking Alpha where he specializes in publicly-listed REITs. In addition, Thomas is the Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter. Insider has followed Brad for some time and his take on OOH REITs is thoughtful and worth the read. Here is his take on […]
Landmark Infrastructure Partners stock is down 22% since the first of the year. Alacran Investments explains why in a bearish article published at Seeking Alpha. Alacran has a short position in Landmark (LMRK) so take the analysis with a grain of salt. The thesis is that Landmark, a purchaser of tower, out […]
As iHeartMedia heads into bankruptcy, Insider will narrow our focus more to how the bankruptcy process may impact Clear Channel Outdoor. Along with our own commentary, Insider will refer our readership to other articles of merit as we scrub through the news of each day. One such article is by […]
Insider wants to thank Brad Thomas of Seeking Alpha for allowing us to reprint his articles on the outdoor industry. Brad is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, he is the Editor of […]
Insider likes and reads Seeking Alpha. Brad Thomas is one of my favorite writers on the site. His focus is on Real Estate Investment Trusts, or REITS, a community that includes both Lamar and Outfront. Brad wrote an article this week focused on Outfront Media as well as the OOH […]
Seeking Alpha analyst Josh Kaplan likes Lamar stock: “For the income investor looking for an attractive yield coupled with price appreciation, Lamar is worth a serious look.” Insider noticed three things: Lamar has the firepower for a big Clear Channel Outdoor acquisition. Lamar could add $890 million in senior […]
