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New Subsection, New Question
#24
To me the main problem/headwind lies in financing costs. As those costs increase, REITs will lose margin and cash flow. IMO that aspect is not noise. My approach will be to slowly accumulate over varios cycles. There is no compelling reason to go full pool during what is the most favorable part of the cycle, a time when yields are historically low on the strongest REITs.
Alex
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Messages In This Thread
RE: New Subsection, New Question - by Be Here Now - 07-07-2014, 07:20 PM
RE: New Subsection, New Question - by Ok Red - 07-08-2014, 11:27 PM
RE: New Subsection, New Question - by Be Here Now - 07-09-2014, 01:49 AM
RE: New Subsection, New Question - by EricL - 07-09-2014, 09:24 AM
RE: New Subsection, New Question - by Be Here Now - 07-09-2014, 12:11 PM
RE: New Subsection, New Question - by Kerim - 08-10-2014, 07:59 AM
RE: New Subsection, New Question - by Be Here Now - 08-10-2014, 08:55 AM
RE: New Subsection, New Question - by hendi_alex - 08-16-2014, 07:13 AM
RE: New Subsection, New Question - by Be Here Now - 11-23-2014, 08:58 PM
RE: New Subsection, New Question - by EricL - 11-23-2014, 10:37 PM
RE: New Subsection, New Question - by Be Here Now - 11-23-2014, 11:15 PM
RE: New Subsection, New Question - by EricL - 11-24-2014, 09:31 AM
RE: New Subsection, New Question - by ChadR - 11-24-2014, 03:16 PM
RE: New Subsection, New Question - by Be Here Now - 11-24-2014, 03:17 PM
RE: New Subsection, New Question - by ChadR - 11-24-2014, 03:22 PM
RE: New Subsection, New Question - by Be Here Now - 11-24-2014, 03:42 PM
RE: New Subsection, New Question - by Be Here Now - 11-28-2014, 01:44 PM
RE: New Subsection, New Question - by Be Here Now - 04-06-2015, 09:59 AM
RE: New Subsection, New Question - by hendi_alex - 04-10-2015, 06:09 PM
RE: New Subsection, New Question - by Be Here Now - 04-10-2015, 06:21 PM
RE: New Subsection, New Question - by hendi_alex - 04-10-2015, 06:27 PM
RE: New Subsection, New Question - by Be Here Now - 04-10-2015, 07:09 PM
RE: New Subsection, New Question - by hendi_alex - 04-10-2015, 07:47 PM
RE: New Subsection, New Question - by Be Here Now - 04-11-2015, 10:26 AM
RE: New Subsection, New Question - by Be Here Now - 04-10-2015, 07:55 PM
RE: New Subsection, New Question - by hendi_alex - 04-10-2015, 08:06 PM
RE: New Subsection, New Question - by Be Here Now - 04-11-2015, 02:13 AM
RE: New Subsection, New Question - by hendi_alex - 04-11-2015, 07:46 AM
RE: New Subsection, New Question - by Be Here Now - 04-11-2015, 09:35 AM
RE: New Subsection, New Question - by hendi_alex - 04-11-2015, 09:54 AM



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