Real Estate in the Context of the Jorda-Schularick-Taylor Database and Publication

Real Estate
43

Realty Income buys Spirit Realty Capital. Down ~8% on the announcement.

EDIT: I took the chance to up my stake in O.

44

REIT returns to date still pretty ugly:

Screenshot_2023-10-31_09-00-15
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45

Finally my REIT buys are in the green!

46

Finally my REIT buys are in the green!

Nice! My ETF is approaching, too! :smiley:

47

Second guessing myself on REITs. Made double digit gains, but decided to sell off about half as I still don’t feel the conditions are right yet to be going heavy into REITs.

48

Another interesting observation:

Screenshot 2024-11-02 at 10.29.52
Screenshot 2024-11-02 at 10.29.522328×1094 251 KB

Up to Covid, and leaving out the 2008 crisis, real estate performed as well as the MSCI World!
After Covid, likely the office building situation made things worse, as was pointed out above…
Will it go back to normal? :thinking: