| Author |
More on REITs Replies |
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11740
Location: Los Angeles, California
|
|
| Back to top |
|
 |
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11740
Location: Los Angeles, California
|
 Posted: Wed Sep 12, 2007 10:29 pm Post subject: |
 |
|
BCA on REITs:
http://www.bankcreditanalyst.com/public/story.asp?pre=PRE-20070911.GIF
| Quote: | | Our vacancy rate composite (shown inverted and advanced), which is comprised of our demand and supply composites for the major real estate sectors, is warning that upward momentum in vacancy rates will build this year. The implication is that REIT profits and cash flows are likely to stagnate, sustaining the valuation squeeze in share prices. Stay clear. |
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
|
|
| Back to top |
|
|
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11740
Location: Los Angeles, California
|
|
| Back to top |
|
|
HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11740
Location: Los Angeles, California
|
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
|
| Posted: Sat Jun 23, 2007 11:21 pm Post subject: |
|
|
Chart O-th'day bringing you REIT breakdown from 2002 accelerated trendline:
http://www.chartoftheday.com/20070622.htm?T
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
|
| Posted: Fri May 25, 2007 6:18 pm Post subject: |
|
|
From above:
| Quote: | | The REIT market took off relative to stocks at the very time when the Federal Reserve's rate-hiking intentions were becoming clear. The one explanation possible for this, other than complete mania, is that a flatter yield curve is associated with a strengthening economy, one able to support higher office rents. |
http://www.thestreet.com/p/_rms/rmoney/investing/10339824_2.html
Wrong: it was fear. With the benefit of hindsight we see the bear reinvented as the bull--or more accurately, Alpha.
Another untimely quote: | Quote: | | Of course, if there really was a lot of money sloshing about, we would expect it to manifest itself in a more positively sloped yield curve, greater inflation expectations and significantly higher bond yields. Yet neither the yield curve nor long-term rates, both of which include inflation expectations, are acting as if too much money is chasing too few financial assets. |
That may now be true.
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
|
| Posted: Fri May 18, 2007 8:28 am Post subject: |
|
|
Covered SRS today: 12% in 12 days. Can't say there's no room for shorts.
Will look to re-enter. Or just say thanks. 
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
|
| Posted: Sun Apr 01, 2007 9:14 am Post subject: |
|
|
Twice burned? Ignorance is definitely not bliss when it comes to the markets. But sometimes you can be too smart. Moral: when the numbers don't add up don't look at numbers. The last paragraph says it all.
http://www.thestreet.com/p/_rms/rmoney/investing/10339824.html
Knowledge is an ending.
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
|
| Posted: Thu Mar 22, 2007 8:28 am Post subject: |
|
|
The US Architecture Firms’ Billing Index fell 5.4 to 52.5 in February after announced expectations of a strong year.
http://www.aia.org/work_on_boards
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
|
| Posted: Mon Feb 19, 2007 11:45 am Post subject: |
|
|
Don't know what sale this refers to but saw it in passing: | Quote: | | How do you buy an office building in New York with no leases expiring for ten years for more than $1.2 billion with an internal yield of 4%, which is 50 basis points less than a 10-year US bond? And that is before maintenance reserves! |
_________________
Today is the Tomorrow you worried about Yesterday! |
|
| Back to top |
|
|
Please log in to view without the ad banners |
|
|
FAQ
Search
Memberlist
Usergroups
Statistics
Register
Profile
Log in to check your private messages
Log in
