Both the real estate and the equity markets have recovered substantially over the past few years, not in a small part due to the continued largesse of the Federal Reserve. "Cheap Money" has driven up asset values and bargains are getting harder to find both in stocks and real estate as a result. One sector that I think still offers income investors some good values are Hotel REITs. RevPARs are increasing but are still below the previous peak, new supply is still scant, financing for acquisitions is readily available and the asset values in hotel portfolios are going up.
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