- There are almost no securities that offer 15% current yield in today's financial markets environment. REML is one exception.
- REML uses leverage to enhance the yield from a portfolio of mREITs, which themselves employ leverage.
- The steep yield curve makes carry-type trades lucrative now.
- Political events may change some of the assumptions regarding the distribution of tax burdens that were the basis for my purchase of mREITs.
- Modern Monetary Theory may be gaining acceptance by policy-makers who might not publicly admit it, which could impact monetary and fiscal policies.
For further details see:
REML: Is The 15% Current Yield Worth The Unique Risks?