iShares Dow Jones US Real Estate (IYR)

All Comments on IYR

  • commenter
    ibrenticus
    Sep 27 03:48 PM
    A Tale of Two Coasts [view article]
    hey bearfund, i was fascinated by your explanation of the 120-130-year wavelength cycle... where can i learn more about this theory? Reply
  • commenter
    Kunst
    Sep 26 04:00 AM
    Commercial Real Estate Hits 7-Year Low [view article]
    I have negotiated leases on three retail locations in the past few months (Sacramento area), and deals are astounding. I got offered a gross lease (no triple net increase for 5 years) in a renewal situation. I got base rent at not much more than half of two years ago's rate on another location, along with 30% reduced NNN with a small fixed increase for 3 years.

    There are lots of vacancies and landlords are desperate to keep spots filled. They know what's coming, and it isn't an improvement in the market. Landlords are routinely reducing rents when leases end, and in many cases mid-lease. That's what's happening in the real world, or at least this part of it.     Reply
  • commenter
    investor88
    Sep 24 09:59 AM
    Commercial Real Estate Hits 7-Year Low [view article]
    Brett has hit the nail on the head with a common sense approach. Whatever the data says, we have to cross check with our heads and common sense. The telling sentence is "who the hell knows what these semi-illiquid assets are worth at a time like this?" - quite a wise observation never mind what long term investors tell you. When you think about these observations, you know that the key is managing leverage levels - leveraging up is a good servant but a bad master when it overwhelms you in bad times. Reply
  • commenter
    Brett Cole
    Sep 24 09:30 AM
    Commercial Real Estate Hits 7-Year Low [view article]
    Whatever the data says, who cares, I don't trust it . Transactions are down significantly and the CMBS market is like a deer in headlights. Therefore, who the hell knows what these semi-illiquid assets are worth at a time like this...? Reply
  • commenter
    TimoDOZ
    Sep 22 09:36 AM
    Market Rewind: Exceptional Range [view article]
    If a frog had a glass (_o_) he would not hop around so much. Outlawing shorting may have some short term benefits. The individual investor however saw the last two days in the markets as an opportunity to "IF it ever comes back to where I can afford to sell it". The financials have far to go before LT money is going to flow back in. The flight is on going from the financials. The money is going to go to the weak dollar plays EWZ, EWA,DBP, the alt energy plays like GEX (global), PBW, GLHIF (Safe6.6%yld), and the commodities like KYE, RJI,DGP,DIG,DBA, MOO, KOL,CRESY(global). China today purchased a tanker load of LNG on the spot market from Equatorial Guinea in Africa. They are paying $14.50 /MM~BTU. The North American market price of less than $8 is unsustainable. 15 % of our Nat Gas now comes from Canada. As oil prices rise this drives up Nat Gas on a leveraged basis as more Canadian Gas is diverted and consumed in the oil sands projects. Discounting the exports to the US the US exports more LNG than Canada. Almost all of our LNG exports are going to Japan from Alaska's Kenai pennisula terminal. This is another fragile foundation that is simply unsustainable. The Canadians are going to soon be exporting LNG from the east and west coasts, as the world market finds a price level that is way above the current North American price of $7.65. The Nat gas plays are super opportunities here with UNG, FSNGX,ENY,FCG & again KYE all screaming buys. The PMX is now yielding 7%. Tax free LT muni debt in a CEF with 40% leverage still selling at a premium to NAV. This is a great play for income but is a clue to what is about to happen to the US treasury bonds. The DSKSX and the PST are just one more way to get a hedge & make a nice gain when putting your principal at risk for interest rate risk for safe income. Some further mitigation can be gotten by using some FLTMX Med term tax free yielding munis to supplement a PMX. The WIA is just another great yielder with built in inflation risk protection. The Uncle is adding another $1.5 Trillion to the national debt that at $7-8 trillion includes no Iraq/Afghanistan war spending & no allowance for the fictional Medicare and Social Security Trust funds, to bail out these financials. I am getting my first load of winter heating fuel Weds. Over the next 5 weeks before the election voters are not just going to be getting heating fuels they are going to be getting their 3rd qtr IRA, 401-k 403-b statements. The politicians are scrambling to spend our grand children's futures. They are even more terrified than the boomer voters watching +20% of their retirement assets suddenly disappear. These are not so sure about how they are going to benefit in the long term by staying invested. Reply
  • commenter
    mzcap
    Sep 21 11:28 PM
    My Website
    An Endowment Portfolio From Publicly-Traded Vehicles [view article]
    Great study. However,using publicly trading vehicles would not achieve the returns of Yale-Harvard endowments. Much of their returns were generated by alpha generating strategies and high barriers market involvements. However, for ordinary investors like us, using publicly available vehicles to mimic their approach is still a very sound strategy. I studied the evolution of their approach in my article "All-weather portfolio: investing like Yale-Harvard Endowments". You can read the article by clicking the website like on the left. Reply
  • commenter
    Whidbey
    Sep 21 02:16 PM
    Market Rewind: Exceptional Range [view article]
    I think you are correct. Nothing has changed except we have some promises, from government. Not bankable, so we watch and wait. The over looked consumer has every reason to be suspicious, after all he just got measurably poorer, more overlooked, and he knows that the sweat over the banks is just a twice told tale with an ending not much different than the prior bank riots. we have right to some time to see of the dust will settle and who is left standing. Reply
  • commenter
    Micky Taub
    Sep 19 08:25 AM
    Was China Behind Thursday's Market Sell-Off? [view article]
    US Govt should investigate if China is behind deliberate short-selling and sell-offs. People, don't be so naive and get shocked if you find out there's economic warfare against US by communist China. Reply
  • commenter
    davidma11
    Sep 14 11:48 AM
    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. Reply
  • commenter
    notsosmart
    Sep 12 10:21 AM
    My Website
    NAR's Chief Economist: Totally Clueless [view article]
    folks.all have an agenda.think for yourself.believe nothing about anything anytime.dont be pushed by anybody.unless its an emergency-sleep on it. Reply
  • commenter
    Angry
    Appraiser
    Sep 11 08:44 PM
    My Website
    NAR's Chief Economist: Totally Clueless [view article]
    might be the 997th article i have read on the same topic reiterating the same thing.






    Reply
  • commenter
    Dans Deep
    Creek Blog
    Sep 11 06:14 PM
    My Website
    NAR's Chief Economist: Totally Clueless [view article]
    Here's another good example of a clueless Realtor:

    dansdeepcreekblog.blog...     Reply
  • commenter
    Dans Deep
    Creek Blog
    Sep 11 05:59 PM
    My Website
    NAR's Chief Economist: Totally Clueless [view article]
    Realtors are in the "it's a good time to buy business," always have been, always will be. For months they had been preaching about it being a great time to buy because of low interest rates. Now that they are even lower do you think they're telling all those people they persuaded to buy over the last few months that they should have waited for even better deals in terms of both purchase price and interest rate? I don't think so! Patience is a virtue and from my experience the Realtors I have dealt with have none of it, they all want the full commission right now. And they got all of them a few years back, now they want next year's commission right now too.

    dansdeepcreekblog.blog...     Reply
  • commenter
    tk6910
    Sep 11 09:24 AM
    NAR's Chief Economist: Totally Clueless [view article]
    To say Lawrence Yun is clueless is being too kind. Lawrence Yun is a whor* with a PhD getting paid by NAR, a trade group. Reply
  • commenter
    crankyinvest
    or
    Sep 11 07:11 AM
    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. Reply
Loading...
Symbols:
Authors:
Quick Links: