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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (16578)	3/11/2003 9:33:06 PM
From: Spekulatius	Read Replies (1) of 78633

Grommit, thanks for your comments regarding REIT's. if you would choose just one REIT, from each of the groups (office, Retail, Apartment, Other), which one would you choose? I simply choose EOP because of its size and diversification, the moderate valuation and the quality of its assets. It's my first REIT investment so there may be better bargains out there. As far as the dividend tax cut is concerned, I don't bother to much because the purchase is for a tax deferred account. Besides that, I believe that REIT should profit from the recent issues regarding cooperate transparency; after all they are in the simple business of collecting rent and distributing proceeds to shareholders. The valuation your described is equivalent to the NPV approach that I have been posting about some time ago. i will run a NPV model of EOP and intend to post it later.

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