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Price matters. Real estate funds have trumped all other categories of stock fund over the last 3...

  • Thursday, July 5, 2012, 1:16 PM ET
    Price matters. Real estate funds have trumped all other categories of stock fund over the last 3 years, not because the underlying assets have great fundamentals, but because the class "was priced for bankruptcy" in 2009. Now the fundamentals are turning. Some favorites: VNQ, SPG, AVB, FNIO, ICF, IFGL.
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This news story has 5 comments:

  • Leave me alone, I have enough to do, now you have me checking all of these in your list. :^) pant wheeze.
    Thanks for the heads up.
    Capt. Brian
    The Lost Navigator
    5 Jul 2012, 01:54 PM Reply Like
  • Cap'n

    Don't bother. PPSs' all nearly at 12 mo. highs. Except for IFGL, dividends nothing to get excited about, either.
    5 Jul 2012, 06:34 PM Reply Like
  • I have held long SPG over many years. It was pathetic how dangerous this holding was in the 2008-9 period. They stopped all dividends for while. Amazing they survived----the stock went down to about $30-40 as I recall. I guess the Oracle is correct with his:" be brave when others are fearful "( paraphrased poorly)........
    5 Jul 2012, 02:27 PM Reply Like
  • Is coal the new "priced for bankruptcy" sector?
    18 Jul 2012, 02:50 PM Reply Like
  • I've made 13% return on top of almost 5% div payments from VNQ in 6 months so I think it's time to cut and run and see what happens.
    22 Jul 2012, 12:54 PM Reply Like
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