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Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for... More
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  • REITs And Yield 0 comments
    Aug 28, 2013 5:36 PM | about stocks: GPT, TMF, UBT, O, VNQ

    Over the course of the past three months, the treasury decline (see the UBT ETF) appears to have correlated with the REIT decline (see the VNQ index and prominent REIT "O" as well as our GPT).

    As a basket, long GPT and short TMF smooths out performance and captures a wide spread:

    Here is what happens when you set up both sides of the trade in equal dollar value:

    Stocks: GPT, TMF, UBT, O, VNQ
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