iShares FTSE EPRS/NAREIT Europe Index Fund (IFEU)
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IFEU Forum Topics
- All Comments on IFEU
- General Discussion on IFEU
- Time to Pick Up the Pieces of the Global REIT Thud [view article]
- A 360 View of Returns (July 2008) [view article]
- Real Estate [REIT] ETFs [view article]
- Struggling ETFs [view article]
- Most Heavily Shorted ETFs [view article]
- ETF Fund Revenues: A View from the Bottom [view article]
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Time to Pick Up the Pieces of the Global REIT Thud [view article]
I agree that CRE has some pain to face ahead. There will be a correction in values as lenders push LTV's lower and the consumer continues to be weak. Many REIT's are highly leveraged with short term debt. However, alot of these loans will not come due in the coming year. It is risky to be long REITs, but I feel that equity traders will oversell this sector. Do not get me wrong, I am bullish on REITs at their values traded this past week. I do not believe they will return to their 2007 values anytime soon nor will I be a buyer if they continue to rebound as they did late Friday. ReplyTime to Pick Up the Pieces of the Global REIT Thud [view article]
Equity's point is worth repeating. Being a industry insider, it seems to me that everyone forgot that the RE in REIT stands for REAL ESTATE.The industry both in the US and internationally became driven by people who know next-to-nothing about real estate, and only focused on the idea that highly-leveraged, cash flowing (at the time) assets are a good thing. When it comes to actually managing the future of the properties and understanding the credit risk, they are clueless. Reply
No Clue
Time to Pick Up the Pieces of the Global REIT Thud [view article]
Equity folks still do not understand credit or capital structures.U.S. REITs are trading at extremely high valuations in light of a closed credit market and the beginning of the financial recession spilling into the real economy. There is a lag effect. Commercial real estate is yet another shoe to drop.
Buy companies with clean balance sheets that do no not need a robust credit market to grow. There is no need to be a hero on theses stocks.
Whoever wrote this may look smart for the quick equity pop given last weeks movement but longer term fundamentals will dominate.
Equity heads... please learn credit analysis and capital structures or you will be toast in this tape. You guys still do not get it. Reply
No Clue
Time to Pick Up the Pieces of the Global REIT Thud [view article]
Equity folks still do not understand credit or capital structures.U.S. REITs are trading at extremely high valuations in light of a closed credit market and the beginning of the financial recession spilling into the real economy. There is a lag effect. Commercial real estate is yet another shoe to drop.
Buy companies with clean balance sheets that do no not need a robust credit market to grow. There is no need to be a hero on theses stocks.
Whoever wrote this may look smart for the quick equity pop given last weeks movement but longer term fundamentals will dominate.
Equity heads... please learn credit analysis and capital structures or you will be toast in this tape. You guys still do not get it. Reply
Time to Pick Up the Pieces of the Global REIT Thud [view article]
It seems to me that you have forgotten about mark to market accounting which will impact those formerly strong appreciation figures. There will be a time for REIT's but not for a couple of years, IMO and at a much lower price. ReplyTime to Pick Up the Pieces of the Global REIT Thud [view article]
I recently sold off my bear position in REITs and bought URE. It may not be a good comparison but URE is trading at close to the same price as XHB, which tracks homebuilders. This tells me that URE is oversold or XHB is overbought. Commercial real estate will recover before residential so I am long URE at these prices. ReplyTime to Pick Up the Pieces of the Global REIT Thud [view article]
Great information, Central America is another sweet spot.Best,
Thomas
realtyexecutivescentra... Reply
A 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. Replyocks
Struggling ETFs [view article]
I think its unfair to list NETS etfs in this list even though they have very few assets.NETS launched a whole bunch of these country specific etfs like DAX for Germany recently. So it may take some time before they grow. What do other readers think? ReplyStruggling ETFs [view article]
also etns may be easier to create by issuer than etfsif a demand appears
the issue is whether ubs feels it pays to have resources devoted to a 5 mln indexed certificate of deposit (uag)
plus timing, nets may take some time to take off Reply
Struggling ETFs [view article]
in second tableisn't turnover more relevant than volume?
ok brk is rather a mouthfull
but on this scale een seems twice as illiquid as ifeu, although ranked otherwise Reply
ing
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 Reply