Dream Global Real Estate Investment Trust Tr Unit DUNDF

Cash versus Invested

[electricsockets]

I love this company - but given the current global economic climate.....
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In the EU, the current situation with Italian Banks attempting to off load / package & sell off their bad/under-preforming debt to allow for their very survival, and with Deutsche Bank's huge derivative losses. Mario Draghi of the ECB has no effective tools left, negative rates are killing all the EU banks....
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DRG share price histortically never does that well in the Q3 period if you look at the charts, normallly this would not waiver my resolve in this fantastic REIT however current economic headwinds outside of DRG cannot be ignored IMPO.
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Preserving my investment dollars is worth avoiding these rough waters heading into Q3. I could be wrong and hope I am - but at least until after the US election I will sleep at night knowing I'm all cash.  
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Too many issues with too many big fish on Wall Street and notable Economists ringing the end-of-times bell, see today's:

https://www.bloomberg.com/news/articles/2016-09-21/tiger-cub-citrone-sees-market-in-biggest-correction-since-2008

just my thoughts. I do suppose one could leave a portion invested in the markets and hedge a third or so with an inverse bear ETF like HSD on the tmx....I just prefer to wait it out for now. GLTL's.

[electricsockets]

ADD this dire warning from TCW Group's Chief Investment Officer Tad Rivelle (they manage a $195 billion dollar investment fund), as well to the growing group of doom sayers. full note here: https://www.tcw.com/Insights/Economics/09-19-16_Trading_Secrets.aspx Trading Secrets: Twilight of the Central Bankers While every asset price cycle is different, they all end the same way: in tears

[bttmfischer]

electricsockets, thanks for this excellent  article. It reflects the thoughts I had for the last four years, that the central banks are playing a risky game; using smoke and mirrors to keep the rates so low. Logic tells us that the time will come, when the piper will have to be paid. Once the rate of  mortgages will return to realistic levels it will be 2008 again, only worse I fear I

[maypeters]

Mortgage rates in Germany will not be affected by the Fed raiding a quarter point. I agree that trend & sentiment will probably change / shift. Dream Global has been refinancing & locking in new mortgages for average of 10 years at around 1.7%  The FFO & AFFO should increase in coming Q. In the meantime you gave the 9% dividend as a buffer. To counter rising interest rates the