12-17-2013, 07:02 PM
I have not looked at the details of either one of these tickers, so could easily be off base. But my impression leads me to be curious as to the characterization of these two REITs as being 'blue chip' or 'lower risk' as compared to the REIT world in general. Just a glance at their current yields as well as their yield over the past year should scream 'higher risk REIT'. Also the volatility of OHI should raise a big red flag. I'm not saying that these REITs don't represent interesting investments, and as posted elsewhere, I own shares of O. But they are not likely in the same league as the likes of SPG, PSA, PLD or any of the lower yielding REITs.
Alex