SI
SI
discoversearch

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (36327)12/29/2009 11:16:54 AM
From: Spekulatius  Respond to of 78764
 
re REITs

Commercial RE is still declining - 1.5% for October 2009. Link to an interesting site:
rcanalytics.com

Also take a look at the cap rate for Hongkong -4.54%. if that's not a bubble I don't know what is. I think most REITs are trading far above NAV at this point. An interesting pair trade would be to go long commercial RE debt (Via STWD or ARI) and short a REIT index.



To: Paul Senior who wrote (36327)1/12/2010 4:02:49 PM
From: Paul Senior  Read Replies (1) | Respond to of 78764
 
Not doing well with my shares of reit GOV. Stock might be down and dropping because of co's proposal to issue more shares. Or down for other reasons.

This income producer looks like it's going to be a mistake for me, or at least more risky than I had presumed.

At current price though, I'm taking a few more shares and will try to wait it out.

finance.yahoo.com


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News