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Strategies & Market Trends : Bear!
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To: Zach E. who wrote (29)4/30/1998 9:04:00 PM
From: Bonnie Bear  Read Replies (4) of 271
 
Zach: off topic re REITs:
this industry has lots of growth and consolidation potential, you might want to read the SEC files for RFI and RIF to see what Cohen and Steers think. Strip suburban malls and residential properties are good (folks will need shelter and grocery stores even if times get bad). I think the biggest risk is the glut in the hotel sector. Ones that have geographically-distributed properties sometimes have difficulty managing them. There seems to be a tendency for the big ones to swallow the little ones, so a mutual fund or CEF may be the best way to buy. The REITs are slow moving but they offer a dividend that is generally better than bonds and the combination of dividend and growth should give a 15% growth rate. Seems spectacular compared to projections for the S&P. There are some foreign REITs worth looking at- IRS is owned by George Soros- some with aggressive growth and good profits in the US are PNP, XEL, RET, BYA, MHC. The dividends give a comfy cushion against any downside.
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