Booms, Busts, and Recoveries Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Booms, Busts, and Recoveries

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TobagoJack who wrote (56679)	12/1/2004 12:40:54 AM
From: Taikun	Read Replies (2) of 74559

Jay, Correct me if I'm wrong. The 30yr bond yield is about 7% there, so the spread, if Link's yield was 7.4%, would be 0.4%, but popularity seems to be pushing the yield down to the 6% range. If so, buyers are buying not only yield but underlying assets plus appreciation potential. Since this is the first REIT, one would expect the interest to be high, pushing the yield down, but as the quality is high also, this may set the benchmark. Do you see dividend increases in the future? How is the HK property mkt? Question: Which do you think is the bigger play here: CG or yield? TIA, David

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next