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

I Smell Oppertunity

[Frankie10]

The next drawdown will be the one that truly hurts many "normal" people. The silver lining will be the oppertunity to buy A1 hard assets at significant discounts. See you at the bottom lads.

[SNAKEYBOY]

Lol REITS are back at August highs....a pullback might be due, but the rate hikes are pretty much over....inflation has cooled signficantly.  Its about to monster rally into earnings!

[Frankie10]

i was speaking generally - not specifically about reits sir. per my understanding of the the 70's... rate hikes stopping are not the saving grace you believe it to be... if i'm wrong and this time is different: that's nice; if i'm right and history is repeating: you're rekt. the fed isn't dropping rates... there is no fed put this time... if the fed blinks its GG... pain

[Capharnaum]

The economy was totally different in the 70s (labour market, international trade, etc). As to REITs, while in the short term the cap rates increased and it hurt the NAV/share price, in the long term, higher rates/inflation mean higher rents in a stable economy. New starts in all classes of assets (housing, commercial, industrial) can't keep up with demand, so the long term pricing prospects