12-11-2013, 01:42 PM
I hold O, OHI and DLR in my 401k account for about a 6% portfolio weighting. Also hold ARCP in another account.
Brad Thomas had a good article talking about historical info on REIT's and the impact of the rising interest rates.
Personally, I don't think it is a bad time to enter. I think most of the interest impact has been priced in and even with the large recent drop, many REIT's are just back to where they were at the end of 2012.
I agree that you should avoid the mREIT's and stick with quality eREIT's.
DLR may be a reach as far as S.W.A.N. goes, but I feel the market has overblown some of the issues regarding the stock and with my long term plan I think compounding dividends at this level will work out well for me.
Brad Thomas had a good article talking about historical info on REIT's and the impact of the rising interest rates.
Personally, I don't think it is a bad time to enter. I think most of the interest impact has been priced in and even with the large recent drop, many REIT's are just back to where they were at the end of 2012.
I agree that you should avoid the mREIT's and stick with quality eREIT's.
DLR may be a reach as far as S.W.A.N. goes, but I feel the market has overblown some of the issues regarding the stock and with my long term plan I think compounding dividends at this level will work out well for me.