Summary
Hello and welcome to Edition 14 of the Boom Bust Bulletin. Our focus will from now on shift to the second, more speculative, half of the real estate cycle. The boom that is coming will be big, as I have said in previous editions. To take advantage you need to have exposure to real estate assets. The cycle is, after all, a real estate cycle, so exposure to real estate is key to taking adva…
Key Claims
- 3 © Property Share Market Economics 4. Distributions: Generally, a REIT must distribute at least 90% of its taxable income to its shareholders each year. In return, these same REITs don’t pay any corporate income tax due to their earnings being passed along as dividend payments. As an investor, your dividends are a combination of income, capital gains and return of capital. — confidence: high
- Source - Nareit It shows that the S&P 500 outperforms REITs when there is low inflation. But the opposite is true – REIT perform stronger when there is moderate or high inflation. There has been a lot of talk of inflation in recent months as the global economy recovers from the pandemic and things re-open. — confidence: medium
Notable Quotes
“The cycle is, after all, a real estate cycle, so exposure to real estate is key to taking advantage of it.”
”• The modern REIT universe Remember, you can always contact me via my email address darren@ propertysharemarketeconomics.com with your questions, queries, and feedback.”
“Or if you frequent Twitter you can follow me at @DarrenW006 and PSE at @PropertySharem1 © Property Share Market Economics November 8, 2021 By Darren J Wilson Boom Bust Bulletin Find out why REITs are a critical part of your long-term portfolio.”
“That resource of course is Property Sharemarket Economics (PSE) co-founder Phillip J Anderson’s renowned book The Secret Life of Real Estate and Banking.”