Artis Real Estate Investment Pref Shs Series E T.AX.PR.E

CPI down: Frankie up; Snakey’s Practise acct bust

[Frankie10]

Core came in below 2% y/y, setting up the alley-oop for a cut early June... this will be a tailwind for REITs and means my options expiring late June have some more gas in the tank.

its looking more and more like DZ was immpecible at calling exactly when the train departed the station (for Artis) and conversely means Snakey has been dead wrong for months now... I'm not surprised at all, lol.

[garyreins]

reits still tank- gary laughs.  TANK TANK TANK.  Ok some are up...a whole penny or two

[Frankie10]

REITs move slow. I would imagine you could relate. Artis Q4 earnings came out amazing and the stock was down for the first 30 mins... these don't trade in real time as the effiecent market hypothesis would have you believe. classic case of you fixated on price rather than the fundamentals that drive it.

[DZtrader]

Nice to see you can laugh at yourself! Correct me if I am wrong but you profess to own a multitude of reits so why would you laugh when they go down? Why do you keep pounding the table on what a poor investment they are if you in fact own them? Looks like you got it wrong once again, not tanking, going up yet again!! Once again watching the Khazakstan markets are you? Numb nuts.

[Frankie10]

The answer to your question is mental illness. 

[DZtrader]

Rumpled4skin's "practice account bust". Nice to get an early morning chuckle! Thanks for the endorsement, sometimes just lucky I guess. Hopefully this translates well for both of us! Lets see what Manji has up his sleeve as far as capitol allocations go. Still got a ways to go but onward and upward we shall go. Take care Francesco.

[Torontojay]

   Historically, higher unemployment leads to lower inflation which leads to more layoffs and lower corporate earnings/profits. This is not  a time to be optimistic about the economy or the stock market. It's a time to play defense and to understand how to hedge your bets, especially if the US  enters a recession in the near future. This could put further pressure on the

[Frankie10]

I respectfully disagree and this is why: Take H&R for example, it has an AFFO return of 10.4% (normalized for 1-time event) at a unit price of $9.50. Should H&R's cost to borrow decrease - not only could they develop the US sunbelt residential pipeline more aggressively - AFFO (10.4%) and FFO (12.5%) returns will climb higher. At a time where times are tough - double digit cashflow

[Torontojay]

  Im not sure if this was directed towards me.  If so, then what are you disagreeing about? Nobody is telling you to sell. Most of the time, cheap gets a lot cheaper after they cut interest rates. This is my whole argument and it is not based on gut feelings but how it has played out in the past.  Macro forces are much more powerful than individual companies or sectors

[Frankie10]

Yes TJ - I respectfully disagree. I'm not certain about anything anymore, I'm simply disagreeing that if we see a rate cut and the economy collapses  (cause or correlation)...and equities fall (as they have historically as you duly note)... I don't necessarily think REITs share in that hypothetical fate. That said, I do understand that markets historically tank following an

[garyreins]

I dont think we can have elevated bond yields in US with any economy about to collapse.  Bond and credit market will sniff it out, like they did the regional banking crisis.  Bond yields cratered fast and Fed put a  bandaid on that pretty quikly thought. Outside of any systemic crisis or pandemic, we are most likely in for some SOFT LANDING!!!!!!!!!!!!