I just sold NLY...when rates rise, this one will go down; I'll wait for a 5-10% pullback on this one. I have owned it for 1.5 years off and on and it pays a hefty 14-15% divy.
Just remember, I think they are taxed as ordinary income if I'm not mistaken, not long-term dividends.
Trying to learn about REIT funds. Is this a good time to buy into a fund and why or why not? Looking at Commercial REITs, especially health care.
Vanguard REIT fund returns 8.85% YTD is not exactly under-performance even though emerging markets funds generates a higher return of 14.88%.My annual rebalance in January took money out of my reits, which overperformed in 2011, and put money into emerging markets and international. Since then my reits have underperformed while emerging markets have overperformed.
Are you implying that emerging markets are not overpriced then?It seems that reits are now overvalued after last year. Now may not be the ideal time to start a new position in this sector.
Vanguard REIT fund returns 8.85% YTD is not exactly under-performance even though emerging markets funds generates a higher return of 14.88%.
Are you implying that emerging markets are not overpriced then?
I still have money invested in a REIT fund (VNQ) - 3%. VTI has about 2% REITs.Do you own any REITS right now?
I happen to hold REITS as part of the total US stock market (VTI), I dont over weight or under weight really in REITS.
Many do look at REITS as a seperate asset class and I can buy some of that but they shure seem to move in lock step with the market.