/biz/ - Business & Finance

>>54240584
>In their defense, and as someone who admittedly has an only rudimentary understanding of the economics, their initial assumption that it was transitorily rooted in the post COVID supply chain issues and would work itself out as that corrected makes decent enough sense to me.
understandable but they knew that they just increased the money supply by 25% in two years
25% of all dollars in existence made in only two years, the global currency reserve
yeah no shit we had inflation coming
>>54240617
because most reits are industrial and infrastructure
farming and timber contribute more than office

>>53983535
>laughs in reit index

>>53986063
Over the long term yes, its called factor investing
>>53986090
The reit index is less than 14% residential pic related. The biggest movers have been industrial, cell towers, and self storage even though commercial remains strong and then you have reits that are literally farming (gladstone) or lumber and mining

Also reits got fucked hard during the financial crisis and ever since then have made it their point to have fixed income debt and debt that averages out 9 years. So shocking enough despite the spiking interest rate killing real estate, REITs themselves are doing perfectly fine. Their fundamentals are doing phenomenal