RE:RE:RE:SPgillisr wrote: The oil story makes even less sense as it lowers inflation risk...the only way it would be a problem is if all of their tenants were in Calgary and related to high cost oil sands extractions (which isn't the case).
This is just strange market noise...unless someone knows something that I don't. I invite other perspectives though!
Could be some investors are liquidating REITs to buy oil company stock. Some may think there is more short term upside in oil stocks than REITs.
Could also be year-end repositioning by some institutional investors.
Regardless, I think it makes for a good opportunity for smaller retail investors like me who have a long-term perspective.
GLTA!
Marc