From the category archives:


REIT Stocks: 4 Ways to Play the Carnage

March 4, 2009

If you’re looking for the best REIT stocks, you should review the definition of an oxymoron and maybe also have your sanity checked. Since REITs peaked in February 2007, the sector is down 75%, as measured by the benchmark MSCI U.S. REIT Index and 64% since last September alone. Equity REIT yields are the now […]

Read the full article →

More Downside in Equity REITs?

November 26, 2008

I think that depends on what type of Equity REIT you’re talking about. There really isn’t anything too new in this video, but in the process of highlighting continued broad downside risk in Equity REITs (recession=lower rents, lower occupancy & ultimately reduced dividends), there is also an interesting contradiction. If it will be “pretty hard […]

Read the full article →