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Yup, I'm still short three residential REITs, not the broader REIT ETFs that also contain commercial and hotel REITs. I'm very unsure about these positions; as you and Roger point out, REITs have had a huge and sustained move and there's a lot of momentum behind them. But valuations based on yields now seem crazy, and in real estate yields and projected yields are everything (there are no growth surprises, right?).
Nov 28 15:19 pm
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All Comments by David Jackson »REITs vs. Homebuilders -- Not What You Think [View article]