SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Richard Barron who wrote (3007)1/12/1998 1:02:00 AM
From: Paul Senior  Read Replies (1) of 78673
 
Richard: re reits. You could be right. I was thinking about people investing in single family houses or apartment units as an alternative to stocks. I forgot about REITS. I don't like 'em. Got burned too badly in '80's (Koger), and since I've been burned, I've avoided them. (Wrongly it seems.) New Plan, Heath Care, others like Rouse are primo. Get dividend and growth. Price rises for some since '88 look great. Real estate itself seems to be a long term proposition -to realize growth, but you've apparently figured out how to short-term trade successfully the REITs you follow. What confuses me about reits (other than the accounting -g-) is that the mentality of the management. Classic real estate wheeler dealers or business managers able to satisfy investors of their abilities to manage a (usually) diverse group of investments? Too many of these guys seem (I have no facts to support this) ego driven to build their portfolios. As long as they can get money, they can and will do deals (like buying and selling from each other as happened frequently IMO a decade ago). Just like in Malasia and Indonesia now -g-. For me, I'd consider a reit mutual fund, maybe Steers and Cohen. I've been trying to follow a few REITs where the managers seem to be buying stock in open transactions (not options related); I figure maybe they won't be taking too much advantage of investors if they are willing to buy in at current price. But none of this would work as well as your method seems to indicate.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News