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after tax question
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<blockquote data-quote="Benben" data-source="post: 1161291" data-attributes="member: 25133"><p>Reits are where many bond investors have fled to the past 4+ years. As bond yields rise, intrest rates go up (or vise-versa according to which author you read.) You will see these same investors go back to bonds, read; a sell off. This is because when interest rates go up the spread between long term and short term barrowing will narrow and that hurts Reits drasticaly unless the particular Reit is hedged correctly.</p><p></p><p>Now, just to make the picture a little muddier... When the sell off occures, June, the price of reits drops which inturn jacks up the yield. If you are looking at reits you have to look at BV and FFO. P/E means very, very little for reits. This is very hard for most stock investors to comprehend.</p><p></p><p>The Prudential 401K reit fund is not very "diversified." Right now its at damn near historic lows. Getting in now, IMO, will see a very nice return for the next month or 3 untill the Fed opens its gash again and puts out another "statement." Mr. Ben needs to be gagged!---Again, this is just my opinion.</p></blockquote><p></p>
[QUOTE="Benben, post: 1161291, member: 25133"] Reits are where many bond investors have fled to the past 4+ years. As bond yields rise, intrest rates go up (or vise-versa according to which author you read.) You will see these same investors go back to bonds, read; a sell off. This is because when interest rates go up the spread between long term and short term barrowing will narrow and that hurts Reits drasticaly unless the particular Reit is hedged correctly. Now, just to make the picture a little muddier... When the sell off occures, June, the price of reits drops which inturn jacks up the yield. If you are looking at reits you have to look at BV and FFO. P/E means very, very little for reits. This is very hard for most stock investors to comprehend. The Prudential 401K reit fund is not very "diversified." Right now its at damn near historic lows. Getting in now, IMO, will see a very nice return for the next month or 3 untill the Fed opens its gash again and puts out another "statement." Mr. Ben needs to be gagged!---Again, this is just my opinion. [/QUOTE]
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