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Strategies & Market Trends : Value Investing

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To: Daniel Chisholm who wrote (8826)	11/2/1999 12:19:00 AM
From: Bob Rudd	of 78650

Daniel: On REIT's to add to N's comments on FFO- REIT's run in sectors: The price/FFO [Reit equivalent to PE] and yields on apartments, offices, lodging, Manufactured housing , self-storage, retail [malls, strip centers, freestanding subsectors] and Health care [Like SNH] should be compared to others in the sector rather than to the overall index. The reit association, NAREIT, has some good overview info nareit.com bob

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