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Strategies & Market Trends : Value Investing

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To: Mattyice who wrote (54826)	1/18/2015 12:52:02 PM
From: Spekulatius	Read Replies (1) of 78746

I think there are some Reits that are specialized in oil sand related housing or operate in the oil sand region around Calgary - those would be the best bet. I think the big Canadian shopping Reits may be too diversified to bet against. The interesting thing about CanReits is that they have fairly high debt levels (6x annualized rents!) compared to US Reits, which reduced their leverage during and post the financial crisis. The CanReits never did deleverage much. This open up the possibility of a rapid meltdown, if creditors get scared.

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