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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (16094)1/28/2003 6:55:36 PM
From: Paul Senior  Read Replies (2) of 78573
 
The REITs I'm looking at have been dropping in price. And I presume some of this is due to investors anticipating changes in tax laws that might make some or all dividends non taxable --- as has been discussed here. Importantly I notice that while housing demand remains strong, demand for commercial properties has fallen further according to some REIT reports. Rents in several geographic markets apparently are continuing their downtrend. This has led to some REITs with pretty generous yields again - IF the dividend can be sustained.

I might consider this a buying opportunity for those who can wait for the up cycle. However it's not clear when the down cycle will end or how it will end, and to me, there are some very attractive buying opportunities elsewhere in the market.

REITs have provided me with some balance in several portfolios. I've been glad for the dividends and the small (now smaller!) appreciation I've had over the past several years. I'm selling down my REITs, eliminating some completely, and I'll deploy funds elsewhere. I'll take on some added portfolio volatility and some risk too perhaps, but my opinion is that the rewards now are much better elsewhere too.

jmo,
and I've been wrong many, many times
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