Normal
Stop being so apologetic... both of you! Great discussion by you two and I appreciate the views from both of you. The REITs have relatively weak of late and I think it's probably to do with the market now basically seeing past the bottom of the rate cycle. The $A falling also doesn't help, and I am not sure the upcoming reporting season will bring much positive catalysts either (perhaps some in the residential space). There doesn't seem a great deal of top line growth beyond inflation, so total return of 10-12% might be hard to achieve despite the dividends of ~6% accounting for half of that.As a substitute to bank deposit, the REITs are probably not terrible for a retail holder. But as an equity investment it may not be as attractive as other industrial or financial stocks.
Stop being so apologetic... both of you! Great discussion by you two and I appreciate the views from both of you. The REITs have relatively weak of late and I think it's probably to do with the market now basically seeing past the bottom of the rate cycle. The $A falling also doesn't help, and I am not sure the upcoming reporting season will bring much positive catalysts either (perhaps some in the residential space). There doesn't seem a great deal of top line growth beyond inflation, so total return of 10-12% might be hard to achieve despite the dividends of ~6% accounting for half of that.
As a substitute to bank deposit, the REITs are probably not terrible for a retail holder. But as an equity investment it may not be as attractive as other industrial or financial stocks.
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