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Msg  10 of 11  at  4/9/2022 7:43:35 PM  by

bankbuyer


 In response to msg 8 by  hendi_alex
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Re: Property REITs

 havent touched this sector in years
 
I did miss some gains
 
but
 
I view the sector as providing 2/3 of return as income and 1/3 as gain in portfolio value 
It hasnt been that for a long time.
 
most good ones are regularly pruning the portfolio and trying to upgrade.
hotels usually do this to excess.
 
I find the sector absurdly expensive now


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