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H&R Real Estate Investment Trust T.HR.UN

Alternate Symbol(s):  HRUFF

H&R Real Estate Investment Trust is a Canada-based real estate investment trust. The Company owns, operates and develops residential and commercial properties across Canada and in the United States. The Company operates through the four segments: Residential, Industrial, Office and Retail. The Residential segment consists of approximately 24 residential properties in select markets in the United States and its portfolio comprises 8,166 residential rental units. The Industrial segment consists of 66 industrial properties in Canada and two properties in the United States comprising 8.7 million square feet. The Office segment consists of 17 properties in Canada and three properties in select markets in the United States, aggregating 5.5 million square feet. The Retail segment consists of 34 properties in Canada, which are single tenant properties as well as two single tenant retail properties and one multi-tenant retail property in the United States.


TSX:HR.UN - Post by User

Comment by silver-bullon Apr 24, 2020 10:42pm
113 Views
Post# 30952474

RE:RE:REITS AND INFLATION

RE:RE:REITS AND INFLATION

REITs – NOT Gold – Are A Better Way To Beat Inflation

 

If you are near retirement or already in retirement, there are many much better investment options [than gold or even]…recession resilient high-dividend stocks that generate consistent income in both good and bad times. [This article examines REITs and explains why they hold] the best bet against inflation.

REITs vs Gold

…There’s no investment that evokes as much passion as gold. Whether you are thinking about end of days or currency devaluations, gold always has been at the forefront of investment ideas. Gold also is known to be a rather strong protector against inflation. While we do believe that gold does have some inflation correlation, investors who like getting paid (vs. paying someone to store the metal), should ignore gold and focus on a much better investment class for inflation protection. Real Estate Investment Trusts.

At a broader level REITs have done exceptionally well over large time frames. The 20-year period below shows REITs delivering the best performance among all asset classes.

https://static.seekingalpha.com/uploads/2019/11/10/47392447-1573393540978967.png

Gold did come in second, but here’s the thing, if you shift the time frame back three years, things become rather different. REITs still come out on top while gold falls quite a bit.

https://static.seekingalpha.com/uploads/2019/11/10/47392447-157339368512488.png

In fact…REITs are incredibly consistent and you can best see that by visualizing 20 year returns vs. gold.

https://static.seekingalpha.com/uploads/2019/11/10/47392447-15733974458066206.png

Source: Engineered Portfolio

In fact if you bought gold in any year between 1974-1988, you had negative total 20 year returns… before counting storage costs. Let that sink in. REITs on the other hand were consistently a good performer regardless of your entry. 

 


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