tag:blogger.com,1999:blog-267434087271634120.post1887580014151927781..comments2023-10-17T18:19:40.705+08:00Comments on The Bedokian Portfolio: Are REITs Doomed?Bedokianhttp://www.blogger.com/profile/10830693656509435888noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-267434087271634120.post-62597508737273011382022-11-28T18:45:30.617+08:002022-11-28T18:45:30.617+08:00Hi Income Chaser,
Good contrarian view and choice...Hi Income Chaser,<br /><br />Good contrarian view and choice of REITs. The interest rate environment would normalise from its high soon once the inflation monster goes down, and capital would flow back to the other growth and dividend asset classes (including REITs).<br /><br />Cheers!Bedokianhttps://www.blogger.com/profile/10830693656509435888noreply@blogger.comtag:blogger.com,1999:blog-267434087271634120.post-23031702096358598522022-11-27T23:41:32.937+08:002022-11-27T23:41:32.937+08:00Definitely agree with your views on interest rates...Definitely agree with your views on interest rates. As an investor who allocates a significant portion of capital towards REITs, I believe it is actually now a good time to scoop up REITs with high-quality assets, low gearing and good management. I am slowly accumulating stocks like Frasers L&C Trust and Mapletree Industrial Trust at current price level. When interest rates peak, REITs will surely shine again, and I believe patience now will be well rewarded!Income chaserhttps://www.blogger.com/profile/06492337203287437197noreply@blogger.com