Tag Archives: REITs

Investing During Periods of Uncertainty & Turmoil

Posted on October 12, 2020 by macromon

By Carol K. In this post, I’m not going to talk politics or speculate on which Party wins or deserves to win the Presidency or control of Congress come January 2021. There are plenty of political pundits offering their take … Continue reading →

Posted in Coach C, Equities | Tagged , | 5 Comments

REITs For The Right Reason

Posted on July 30, 2020 by macromon

By Carol K. Summary These are my favorite REITs with fully intact dividends as of 7/29/20 REIT 90% payout requirement for 2020 pushed to Dec 31, 2021 There is no free lunch, i.e., the risk/reward tradeoff A REIT really is … Continue reading →

Posted in Coach C, Equities, Uncategorized | Tagged , | Leave a comment

Mall Rats Jumping Ship

Posted on May 22, 2020 by macromon

Yikes!  See how Carol nailed this in her piece in yesterday’s post, Back To Class: REITs 101. We may have discovered a superstar. Mall landlords received just a quarter of expected April rent payments. https://t.co/7kWbEBxO9L pic.twitter.com/fB4s4zHYSJ — Lisa Abramowicz (@lisaabramowicz1) May … Continue reading →

Posted in Economics, Equities, Uncategorized | Tagged , , | Leave a comment

Back To Class: REITs 101

Posted on May 21, 2020 by macromon

In our May 11th post, GDP Now Q2 Estimate At -34.90 Percent, So What Now? we mentioned our discovery of an incredible stock picker with a portfolio that has significantly outperformed the S&P in an upmarket and even during the … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 6 Comments

COTD: The REIT Beat

Posted on May 19, 2020 by macromon

COTD: Chart of the Day Interesting chart of the relative performance of the various  REIT sectors.  Our wild ass guess (WAG) is that commercial is still a sell. We think the COVID crisis will be remembered, among other things, as … Continue reading →

Posted in Real Estate, Uncategorized | Tagged | 4 Comments