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

REIT RALLY TILL AUGUST 10

[SNAKEYBOY]

Looking at last year July 16-Aug 10 was a nice rip....reits are breaking out to the upside, will be catapulted higher on positive earnings.  Then the fed will show up and find a way to spoil the party- thats how it goes!

[Torontojay]

Hi Snakeboy.  What are your thoughts on the commercial real estate space? How would this impact the reits you own if there is a crisis with owners walking away from their debt?  There is something like $1.5 trillion in debt that will come due over the next 3 years. It is also worth noting that commercial loans turnover more frequently than the residential space where homeowners

[SNAKEYBOY]

For the reason you described, along with government debt rolling at higher rates, it then turns into banks and the feds problem-> solution-> lower rates and possibly MORE QE.  Turn on that printer! If real estate starts suffering (I mean private market, not REITS) to a certain threshold it wont be good for anyone