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Strategies & Market Trends : Value Investing

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To: a128 who wrote (25770)	1/21/2007 11:02:32 AM
From: Grommit	Read Replies (1) of 78523

FSP - FFO doesn't really cover their entire dividend as it is. It seems they rely on property sales too. I looked at it and agree with the above. I'm not buying this one, there are better options. For the last 4 years REITs were up. 2003 29.2% 2004 23.5% 2005 2.2% 2006 28.2% In past years when analysts and writers have pooh-poohed REITS and forecasted a poor outlook, I did not feel that way. But now, based on their higher than usual payout ratios to yield I finally think that this year could be year of zero price appreciation, or worse. Yet the experts cite great office occupancy rates and other indicators, and maybe they are finally right this time. But I see many fewer good REIT deals than in the past. I can only mention a few worth looking at. FR HRP HPT and maybe SUI. (I still own these and a few others. I still have MPW, for example, buy would not be a big buyer at these prices.) I moved a bit of my REIT investments over to the high yielding canadian trusts, and my REIT / trust mix is around 50-50 right now. But as soon as the trusts pick up, I plan on lower my high exposure there. (3 months ago my mix was 3:1 reits). FYI, grommit

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