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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Dataminer1 who wrote (8831)	10/11/1999 12:26:00 PM
From: OldAIMGuy	Read Replies (1) of 18928

Hi Bill, I have a portion of money in REIT's and they've been much like the bond fund "Good News, Bad News" jokes. Right now everyone hates these stocks. That might spell opportunity. The yields are up but the stock share price is down. Mr. Greenspan's recent interest rate activity had put more pressure on the Reits as perceived risk/reward shifts from high income producing real estate back towards "safer" govt. paper. However, there's a huge discrepancy between the REIT yields and current Treasury paper. I think there's some merit in buying and managing the REIT position for current yield (whether taken for income or reinvested) and the possible recovery of the per share price once Mr. G changes course to flat or lower interest rates. If you are going to hold them short term, then spend some time thinking about where Mr. G's most likely to go next. If you feel he's going to raise rates once more then quit, then you can probably do okay on the short to medium term. Best regards, Tom

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