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

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.
Comments (5)
  • Brian Bobbitt
    , contributor
    Comments (1899) | Send Message
     
    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
  • smurf
    , contributor
    Comments (3857) | Send Message
     
    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
  • cyborg1939
    , contributor
    Comments (116) | Send Message
     
    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
  • Beancounter123
    , contributor
    Comments (3) | Send Message
     
    Is coal the new "priced for bankruptcy" sector?
    18 Jul 2012, 02:50 PM Reply Like
  • GSchretter
    , contributor
    Comments (31) | Send Message
     
    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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