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

Fed fund futures now at 4.4%

[Frankie10]

What a fascinating time to manage risk. Emotions will get you slaughtered in this environment.

[SNAKEYBOY]

Well if 300 pts in 6 months cant take the bite out of inflation, isnt it insanity to do the same thing and expect a different result.  Fed should admit defeat, let supply/demand work itself out, and retire

[Frankie10]

lmao, no and no. fed has lots of work to do. and as i said, the BoC and the fed's efforts to control inflation are constantly being undermined by further monetary expansion by incompetent leadership.  based on the current trend of printing more to ease the pain of inflation (ironic), you will never see 2% inflation again. expect an upward revision of fed target inflation rate and

[SNAKEYBOY]

exactly my point.  Inflation is now decoupled from rates, as the past few months has proven.  Its all a big manipulated scham

[Capharnaum]

The problem is thinking everything is immediate and can shift quickly. It can't. There isn't enough competition in the market. So, despite price hikes, customers have no other choice than to purchase at higher prices. Rate hikes have the side effect of increasing the cost of capital. Due to a lack of competition, many companies can just incorporate that cost and increase their prices. As

[RusticHit]

Reits are never good Investments in Rising Intrest rates as Inevstors can get more from Safe Gics unless reit is Yielding 8-9 % so i think these are going to 8-9% yields and more over Reits are loaded with Debts 

[Frankie10]

Reits are more than their yields. You realize a gic is a financial instrument with no underlying assets (pure contract) vs a reit which has underlying real assets that generate a yield/cash flow. Those real assets are insurance in a high inflationary period, assuming scarce supply. What happens when your 10 year gic matures and that dollar is now worth 60 cents (5% inflation), or 35 cents (10

[RusticHit]

But Real estate bubble is busted and will continue to go down so better to save the money what ever u have left and get 5-6% safe than giving away ur prinicpal to get 5-6% in this tough time

[Frankie10]

Could not disagree more for the reasons I laid out, but I wish you all the best. Thank you for selling me all your units.

[SNAKEYBOY]

Frankie as it looks now the market does not value the underling asset value. If they did HR and other quality reits would not be 45% off.  I guess its trading like a bond

[Tommy123]

This post has been removed in accordance with Community Policy

[Tommy123]

This post has been removed in accordance with Community Policy