[talky]

can look at them on  end 2023

[talky]

so no need to rush n q stupidily to put in fd
next few mths fd will be >3.25%

[sgbuffett]

Drop is okay. The yield need to go up to compensate for higher interest rate.

A reits is not very attractive at 3.5% yield when bank is paying 3% FD.

When stoxk price drops yield goes up....and can hit 5% to attract buyers.

So it's good the price drops.

The main problem debt servicing costs. If maturity of loan js this Yr and next Yr. Then they will incur high cost which will lower DPU.

[talky]

Drop is okay. The yield need to go up to compensate for higher interest rate.

A reits is not very attractive at 3.5% yield when bank is paying 3% FD.

When stoxk price drops yield goes up....and can hit 5% to attract buyers.

So it's good the price drops.

The main problem debt servicing  costs. If maturity of loan js this Yr and next Yr. Then they will incur high cost which will lower DPU.

trade summary shows ALL REITS  much muchmore done on buy side ,buy fr sellers are few.
v negative sentiment

[sgbuffett]

trade summary shows ALL REITS  much muchmore done on buy side ,buy fr sellers are few.
v negative sentiment

I would not count on these short term type data.

If US rates keep going up to terminal of 4.6% ....reits meltdown only just started.

[talky]

I would not count on these short term type data.

If US rates keep going up to terminal of 4.6% ....reits meltdown only just started.

at least another 20% drop for reits prices