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Pastimes : G&K Investing for Curmudgeons

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To: tekboy who wrote (7675)	11/6/2000 12:48:31 PM
From: unclewest	Read Replies (2) of 22706

thinking about the IRA again today... i like to take some tech stock profits regularly and move them into other investment instruments. a coupla weeks ago, i mentioned starting a position in HIS at 4.37 for a 16% return in the IRA. not for everyone...i know...and i took only a relatively small position. my plan was to add again in a month or two...after i get a better feel for how the interest winds may blow. friday night, i was at a cocktail party...had a long discussion with a realtor i know quite well. property values in south florida are really moving up...this morning, i spoke with commercial realtor friends in central NC and S Cal...they said the same thing. i am now leaning more towards a reit rather than adding to HIS...i view this as somewhat of a natural hedge to each other...i like the idea of owning both. i am considering a commercial/industrial type reit more than an apt reit...the former's leases are tied directly to the CPI and should perform much better in an inflationery environment. also thinking that if real estate prices are moving up, it will be difficult for new projects to compete...i have found a couple in the 12% range that look pretty good...need more dd though.

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