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.
REITs: Uninspiring Valuations, Still Vulnerable to Housing Bust [View article]