Mike Arnold
Value, growth at reasonable price, long only, tech

Safer Dividend Income And Inflation Protection: Avoid mREITs In Favor Of Traditional REITs

Recently I have been looking for ways to make my portfolio more resistant to inflation, should it rear its ugly head.

In my mind, an uncomfortable level of inflation and a resultant increase in the cost of borrowing, could be the next black swan event having a deleterious effect on some asset classes. By deleterious I mean a drastic decline in price, which may, in fact, return certain asset classes back to a better representation of fair value given the excess cash that is washing around the capital markets, creating artificially high prices in certain sectors.

A higher cost of borrowing would put undue stress on heavily indebted borrowers, for example, the US government. If the US government were forced...

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