Entering text into the input field will update the search result below

Yields Plunge, REITs Crater

Mar. 23, 2023 8:57 PM ETARE, AVB, CIM, CPT, ESS, KBWY, MORT, PFF, VNQ251 Comments


  • Tired of hearing "rates up, REITs down?" Same here. There are more factors to consider.
  • Treasury yields are falling as more investors recognize the death of inflation and call for rates to be cut by the end of the year.
  • Chairman Jerome Powell is mostly alone in calling for higher rates. It's time to build his legacy on being late to the pivot.
  • I won't complain too much. I'm getting more shares at discount prices. Not too fond of all the extra interest expense we will see on the sovereign wealth fund though.
  • The REIT Forum members get exclusive access to our real-world portfolio. See all our investments here »
Three businessman working and discussing business together in a meeting

The charts have been relocated.

Farknot_Architect/iStock via Getty Images

Get ready for charts, images, and tables because they are better than words. You'll need to hunt for some of them. The ratings and outlooks we highlight here come after Scott Kennedy’s weekly updates in the REIT Forum. Your

Get your 2 week free trial subscription today! | InsiderAdvantageGeorgia

You should try our service. Unlike most services, our service is backed by a real portfolio. Not a "model" portfolio. Not hypothetical positions. Not 7 different portfolios we made up in Google Sheets so we can brag about the good one. None of that crap. 

You get real-time alerts on every trade. See current and past positions. I'm sick of analysts who have to retroactively pick a "portfolio" or get creative about defining "returns". Beat the index or get out. 

Ask your analyst to share their portfolio value each month so you can verify their returns. When they object, try us.

This article was written by

Leader of The REIT Forum
Get exclusive articles. Never sent public.
We post our portfolio for you. You also get real-time alerts on every trade we place. Our reasoning for placing a trade is explained in clear English. You can even see the exact trades with the images we include from our stock accounts. We don’t offer you several different “portfolios”, instead, we show you exactly what we own, when we bought it, and how we are doing in that position. We make it simple for investors to follow our strategy. 

You’ll find several reports on The REIT Forum that don’t get posted to the public side of Seeking Alpha. Many of our public reports are dramatically reduced versions of subscriber articles. If you enjoy our public articles, you’ll love the content we keep for subscribers.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AVB, CPT, ESS, ARE, AGNCO, RITM-D, AGNCP, ARR-C, FBRT-E, GPMT-A, RC-E, DX-C, RITM, SLRC, AAIC, MFA, GPMT, RC, DX, CSWC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Colorado Wealth Management Fund and Scott Kennedy are supporting contributors for The REIT Forum. Our ratings and outlooks will often overlap. Any recommendation posted in this article is not indefinite. We closely monitor all of our positions. We issue Buy and Sell alerts on our recommendations, which are exclusive to our members. I have an indirect conflict of interest with ABR and STWD. Neither I, nor any contributor for The REIT Forum, will provide investment advice, reply to questions, or engage in discussions regarding these two mREIT stocks.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.