reitinvestor

Two Good REITs: Regency Centers and Equity Residential

There are a number of solid companies in the strip center sector. AKR has been doing a considerable amount of development in the New York metropolitan area; EQY is looking to expand out of its southern concentration and the board chairman has been making large insider purchases; And, of course there is KIM, expanding into Canada, Mexico and Chile. Reits are trading at historically large discounts to NAV.

ICF: The Surprising Rise of REITs in a Real Estate Downturn

It should be pointed out that besides being limited to the realty "majors", this ETF is market cap weighted; its performance this year is all the more impressive in that I believe it does not invest in healthcare Reits, one of the best performing Reit sectors.