Win
Two years ago my REIT holdings were a yield screen. I owned whatever paid over 6 percent, which in practice meant a lot of older retail, a couple of net lease names with thin cove…
Discussion
I run a portfolio where the tax-advantaged space is close to full and the incremental dollar has to go into a taxable brokerage account. The standard line is that REITs belong in…
From the desk:
I opened a brokerage account, put 2,000 into a REIT index fund because a book told me it was the easiest way to start in real estate, and now I'm looking at the holdings list and…
Loss
This one is fully on me and it cost about 11k. Early last year I was moving money out of a construction business account into something liquid and I wanted real estate exposure wi…
Discussion
The two-decade figure of roughly 9 percent annualized on the all-equity index keeps getting used as the case for owning REITs broadly. My problem with using it as a planning numbe…
Discussion
Read through the Nareit framing that the gap between REIT valuations and broader equities is as wide as it's been outside the financial crisis and the early pandemic, plus a REIT…
Discussion
My interest is lending rather than owning, and I've been reading about REITs mostly because it seemed like a way to get exposure to real estate credit without originating anything…