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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: westpacific who wrote (46546)12/4/2005 10:00:44 AM
From: Ramsey Su  Read Replies (1) of 110194
 
west,

I am not sure if SRPIX was the one I looked at before but if it is the one that I am thinking about, that is a fund that shorts a bunch of traditional real estate reits. I believe residential real estate is going to be hit hard this time, not income property. In fact, apartment rents may go up if joe6paks cannot afford their MacMansions anymore.

REITs pay dividends. That is always the negative in shorting income producing REITs. (not to be confused with the NEW and NFI type REITs)

For me to look at each of the REITs within the fund that I looked at was far too much effort. Why not just look at individual stocks or sectors that could be hit much harder than a fund?

Ramsey
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