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- General Discussion on FTY
- REITs: Uninspiring Valuations, Still Vulnerable to Housing Bust [view article]
- A 360 View of Returns (July 2008) [view article]
- Real Estate [REIT] ETFs [view article]
- Homeowner Equity at Post WWII Low [view article]
- Swensen's 20% in REITs Is Too Much for Me [view article]
- Commercial Real Estate Could Drop 15% -- Bloomberg [view article]
- Are REITs Really a Bargain? [view article]
loading ...Recent FTY Articles
- REITs: Uninspiring Valuations, Still Vulnerable to Housing Bust
- A 360 View of Returns (July 2008)
- Eight US Real Estate ETFs
- Homeowner Equity at Post WWII Low
- How Are REITs Holding Up in the Credit Crunch?
- Swensen's 20% in REITs Is Too Much for Me
- Eight Notes On Residential Real Estate
- Commercial Real Estate Could Drop 15% -- Bloomberg
- Are REITs Really a Bargain?
- Real Estate [REIT] ETFs
- Full List of Articles »
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REITs: Uninspiring Valuations, Still Vulnerable to Housing Bust [view article]
I have begin scaling into the VNQ. The spreads on REITS VS Treasury's are higher than normal and I don't see rates going up substantial from here. If you take a look at quality preferred Reit yields vs Treasury's the spread is really wide. I for one don't beleive the world is ending and these spreads aren't warranted. So i am a buying of REITS and Reit Preferreds at these levels. Replyor
REITs: Uninspiring Valuations, Still Vulnerable to Housing Bust [view article]
Expectations are just miserable for the near-term commercial real estate: mortgages may roll over with much higher spreads; contraction and failure to exercise renewal options by retailers will create vacancies at weaker malls; apartment reits can no longer sell off properties to condo-converters as these guys go down in flames. ReplyA 360 View of Returns (July 2008) [view article]
job well done and very easy to follow ReplyReal Estate [REIT] ETFs [view article]
Should you add Cohen & Steers Global Realty Majors ETF (GRI) to the section entitled Broad International REIT Index ETFs? Also, it might help to have the date of the last update in the various sections of the ETF Selector so we know how current it is and don't make the mistake of assuming the lists are full representations of what's available. Reply
A 360 View of Returns (July 2008) [view article]
Finally, a universal overview that gives the reader direction for areas to research for future investment. Great job! ReplyA 360 View of Returns (July 2008) [view article]
Thank you, very helpful. Replying
A 360 View of Returns (July 2008) [view article]
very good job Richard, it gives a sectoral - global view, I learned a lot with the summary! Challenging times ReplyHomeowner Equity at Post WWII Low [view article]
If you dig into the numbers ( at least the prior issuances of this data) you find that the % of owners with fully paid off mortgage or good LTV ratios hasn't changed that much. However the portion of people with high LTV (little to no equity; the new buyers of the past several years ) are much more levered. Hence, combined with value reducitons the average equity declinewe end up with two classes- the housed and comfortable, and the broke Reply
Homeowner Equity at Post WWII Low [view article]
That would make sense analyst, but that isn't what Americans have done. Instead, they went on a massive spending binge from all the available cheap credit under the auspices that their homes would keep going up. It was at best, naive.Houses, compared to wages, have been high priced for a while. Maybe this corrction will level that out a bit.
~X~
Reply
Warming
Examiner
Homeowner Equity at Post WWII Low [view article]
I am not surprised that home equity is lower with falling home prices. But that may not be the only reason. With interest rates below the inflation rate, the prospect of the dollar continuing to fall, and investments available in hard assets and/or foreign currencies; wouldn't it make sense to borrow against your home at a fixed rate with the plan on paying it off later with 'cheaper' dollars even if you could pay off the loan balance now. Replyprai aol.com
Homeowner Equity at Post WWII Low [view article]
Why hasn't this been posted every month/year? This is one of several things wrong with America and similar countries...My dad and mom paid off their home at the ages of 40 and 33 and dad was able to retire at 60.Thanks Mom & Dad. Reply
Nusbaum
Swensen's 20% in REITs Is Too Much for Me [view article]
a lot of what I read says that the RE crisis is just now getting to Oz, Spain, Ireland, UK etc. does that effect an Aussie mall operator with half its properties in the US? do you want 20% in Japan RE? The HKD peg does some strange things to HK RE and interest rates what do you know about that?I've got some questions for you but not too many answers. Is your interest because it is down from where it was or because looking forward you can build a case for it going higher? Reply
Swensen's 20% in REITs Is Too Much for Me [view article]
What is your opionion of WPS? WPS is in its lower range. Do you see WPS gaining in the forthcoming days? Is international real-estate moving better than domestic? ReplyEditors
General Discussion on FTY
Is this a buy or a sell? ReplySwensen's 20% in REITs Is Too Much for Me [view article]
NRF (a mortgage REIT) EQR, FR, DRE. About 1% of assets in each. Reply