S-Reits down again
With recents bad financial results for some of the reits and US 10 year treasury yield picking up. S reits are heavily hammered again.
Market is pricing in US inflation will be going up again if Donald Trump wins the upcoming US presidential election evidently thru the 10 year US treasury yield is back to above 4%.
If you look back the US CPI trend, US CPI during Trump presidency period (2016 to 2020). Has been maintaining at the healthy level. ~ 2% thus I dont think Trump policy will impact too much on the inflation, I might be wrong but let's continue to monitor.
Conclusion: For all the Dividend investors especially reits investors, continue to brace for the roller coaster rides for the coming months or years. I will continue to collect the dividend while waiting.
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FinanceCalculus : buy NOW while it is low and collect high percentage dividends for years. i wish i had money to dump in reits.
FinanceCalculus : Rate cuts must happen not matter what since more long term US debts are up renewals. If not the US debts will balloon to trillions. so rate cut is not only inevitable and MUST happen. so reits people this is your last chance to enter at “rock” bottom. my two cents opinion.
FinanceCalculus : at least this is my thesis since i entered reits last year and haven’t changed my opinion yet. my reits ave prices are low. recent dips didn’t change my conviction about long term performance of sreits.
nicesunnyday : given recent data, might just not see a fed rate cut in Dec. means possibly a long hold before seeing upside.
FinanceCalculus : by then i have more cash from year end bonus to whack in. all is not lost.
FinanceCalculus : and hopefully by then the price lower than all time low
102297632 FinanceCalculus : PM