[sgbuffett]

Not quite the perfect time yet as I don't see the perfect storm. 

But as they fall yields go up. Not all are good as debt servicing costs rise due to higher interest rate but these will peak soon. 

The key is to be able to select well. REITs own different assets in different segments and in various locations. 
1. US commercial real estate and data centers ....avoid as there is a multi yr glut.

2. Highly geared REITs ...avoid as their debts will prove their undoing. Many will raise cash and dilute stock holders.

3. Go for reasonable.yeild and high quality rather than lower quality higher yeilds.

4. Must have solid assets that can withstand economic slowdown.

Once you go through strict criteria only a few REITs pass.

[dynamite]

Not quite the perfect time yet as I don't see the perfect storm. 

But as they fall yields go up. Not all are good as debt servicing costs rise due to higher interest rate but these will peak soon. 

The key is to be able to select well. REITs own different assets in different segments and in various locations. 
1. US commercial real estate and data centers ....avoid as there is a multi yr glut.

2. Highly geared REITs ...avoid as their debts will prove their undoing. Many will raise cash and dilute stock holders.

3. Go for reasonable.yeild and high quality rather than lower quality higher yeilds.

4. Must have solid assets that can withstand economic slowdown.

Once you go through strict criteria only a few REITs pass.

Can you analyse for me using your criteria

[debono]

Can you analyse for me using your criteria

If sgbutt is not selfish, he can do that...............sgbutt is  a good analyst................

[Galilo_l]

When storm akan datang

[sgbuffett]

I have narrowed down to this list.
Also check the stock movements of these from June to Oct 2022 when there was sharp selloffs. I found that these were fairly stable compared.with others.

As this list is preliminary do suggest others for analysis and study.