08-16-2015, 03:25 PM
I find REITs to be far more complicated than one would think that their business models should be. Not being a numbers guy, I've opted to simply spread the play, taking the good with the bad and being willing to take average results from that exposure. Currently my REIT exposure is via ROOF and KBWY. I would like to own a cross section of the blue chip REITs via VNQ, but yields are just too low right now. I'll be very patient and will buy shares when the yield is closer to 4.5%-5%. We no longer own any individual tickers in the sector, though may put together a motif at some point. The nice thing about this method is a complete absence of DD related to any specific REIT.
Alex