http://www.stripnomics.com/american-campus-communities-the-crooked-analysts/754 Stripping the Noise Out of Economics Thu, 09 Sep 2010 13:32:55 +0000 http://wordpress.org/?v=2.6 http://www.stripnomics.com/american-campus-communities-the-crooked-analysts/754 #comment-7741 RR Wed, 25 Feb 2009 21:26:33 +0000 http://www.stripnomics.com/?p=754#comment-7741 Any thoughts on what the impact of availabilty to new lines of credit/loans from Fannie or Freddie will be on names like ACC, ARE, HCP? Won't that help them buy time and avoid default/bk that would likely occur if they had to go to non-governmental back lenders that won't touch them? Any thoughts on what the impact of availabilty to new lines of credit/loans from Fannie or Freddie will be on names like ACC, ARE, HCP? Won’t that help them buy time and avoid default/bk that would likely occur if they had to go to non-governmental back lenders that won’t touch them?

]]> http://www.stripnomics.com/american-campus-communities-the-crooked-analysts/754 #comment-7739 American Campus Communities | Trade the Picture Wed, 25 Feb 2009 17:18:24 +0000 http://www.stripnomics.com/?p=754#comment-7739 [...] At The Tinker Factory, we view American Campus Communities (ACC) as one of many candidates that will trade to zero. Yesterday, ACC rallied along with the rest of the market. It rallied right to the resistance level I have my eye on. For more detailed research on this name, see Stripnomics. [...] [...] At The Tinker Factory, we view American Campus Communities (ACC) as one of many candidates that will trade to zero. Yesterday, ACC rallied along with the rest of the market. It rallied right to the resistance level I have my eye on. For more detailed research on this name, see Stripnomics. [...]

]]> http://www.stripnomics.com/american-campus-communities-the-crooked-analysts/754 #comment-7734 Richard Wed, 25 Feb 2009 01:35:13 +0000 http://www.stripnomics.com/?p=754#comment-7734 So I guess you have to ask yourself whether this is a real estate play or a education play? I say it's a real estate play disguised as an education play. I do agree that student housing will remain in high demand - the problem is the margins that ACC will have to maintain given the prices they paid for the properties. Management paid way too much! So I guess you have to ask yourself whether this is a real estate play or a education play? I say it’s a real estate play disguised as an education play. I do agree that student housing will remain in high demand - the problem is the margins that ACC will have to maintain given the prices they paid for the properties. Management paid way too much!

]]> http://www.stripnomics.com/american-campus-communities-the-crooked-analysts/754 #comment-7731 Scott Tue, 24 Feb 2009 21:34:43 +0000 http://www.stripnomics.com/?p=754#comment-7731 \Still we believe this substantial acquisition--which nearly doubled the size of the company to 48,000 beds from 25,000 beds--generates opportunity for American Campus as the GMH portfolio is only 88% occupied compared with the rest of American Campus's portfolio at 96% occupancy. Finally, we think both on-campus and off-campus housing should fare better than standard apartments over the next few years because of the countercyclical nature of education, which generates demand for residences near college campuses.\ \Still we believe this substantial acquisition–which nearly doubled the size of the company to 48,000 beds from 25,000 beds–generates opportunity for American Campus as the GMH portfolio is only 88% occupied compared with the rest of American Campus’s portfolio at 96% occupancy. Finally, we think both on-campus and off-campus housing should fare better than standard apartments over the next few years because of the countercyclical nature of education, which generates demand for residences near college campuses.\

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