• Warren Buffed : This benefits from rate cut right? Cheaper loans?

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• 10baggerbamm OP Warren Buffed : it's not a matter of cheaper loans it's the real estate industry is the last man on the battlefield that has not rallied two multi-year highs or New Year highs.. the real estate industry has been kicked at a curb thrown out the baby with the bathwater pick a saying and it all commenced when interest rates started to rise several years ago. when you compound rising interest rates with covid where everybody left office buildings were they sat vacant where the Dynamics of working from home changed the need for these large corporations to rent commercial properties all of these stocks as a result were taken out behind the barn and beaten like a redheaded stepchild. fast forward several years many of these companies in this real estate investment trust owned the properties that are being used for data centers oh my God that's amazing that's what everybody wants is real estate that's prime real estate because that's where the future is. the balance of properties are in key cities that are the best cities in the country where real estate is highly sought after where properties are 95% leased and new leases are setting all-time highs again. so absolutely when interest rates fall people will look to invest in real estate because the ability for these properties to be refinanced is much easier number one number two they pay dividends and when these companies start generating profits again and huge profits they will generate they will spin off those profits in the form of much higher dividends so they will raise the dividends going forward and money chases yield in a declining rate economy so you have all of these factors of why this basket is going to go significantly higher

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• Warren Buffed 10baggerbamm OP : Whoa, very detailed analysis, need time to digest

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• 10baggerbamm OP Warren Buffed : okay how about this
  "yes"
  is that easier to understand?

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• Warren Buffed 10baggerbamm OP : Ahhh thats it

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• 10baggerbamm OP : another point of fact that is really never talked about has to deal with the fact that most real estate investment trusts by design kickoff a high dividend to their shareholders. and this obviously is done to minimize tax liability. what has happened with most real estate investment trust over the past several years especially since covid is they've cut their dividend significantly or eliminated it many of them have. now that there's a normalization taking place where companies are requiring people to come back to work in an office environment number one number two many of these properties are being repurposed and turned into other uses they're turned into Data centers things of that nature so the low rental rate of some of these properties are now fully rented or approaching 95% which is very profitable so where I'm going with this long twisted convoluted explanation
  .. you are going to see many of these real estate investment trust begin to raise their dividend every quarter because they're now generating profits again and when you are in a declining rate environment which is what we are approaching with the feds planning on cutting for about 240 basis points is what the estimate is so 2.4%. money is going to search for yield and historically when properties are rented real estate investment trusts are a very good source of dividends. so right now nobody is talking about this there's not a single person online none of the bobbleheads on tv nobody but I guarantee you they will in short order.
  and remember where you heard it first.

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• Turnbuckle : T Y

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• 10baggerbamm OP Turnbuckle : this is where it's going you see that white line I'm banking on it and once it comes close to this it's going to be much much higher but this is the minimum that I see in 2025.

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