2024-05-06 18:29:22 ET
Summary
- REIT prices are negatively correlated with long-term yields.
- I see a clear path for inflation to reach 1.2-1.5% by the end of the year.
- Consequently, I expect REITs to do well and upgrade the sector to a BUY.
Dear readers,
I write about REITs extensively on Seeking Alpha for two main reasons.
Number one, I believe that it is a sector where I have an edge, thanks to my substantial work experience in real estate private equity and real estate development, which allows me to accurately evaluate and value individual properties, as well as understand the intricacies of the whole business from permitting, through financing to leasing....
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For further details see:
VNQ: A Bet On Rates I'm Willing To Make