Roman (@Roman_moed) on getquin

Roman

@Roman_moed

7Mon·

Are real estate shares a buy for you at the moment? In view of upcoming interest rate cuts?

$TEG (+1.06%)
$VNA (-1.46%)
$LEG (-1.54%)
$AT1 (-1.99%)

In my opinion, a clear yes.

I think we are through the worst. What else could possibly happen?

After the last correction I see a buy - now everything is priced in.

How do you see it?

MFG

28 Comments

Homer@Simpson

7Mon

In the short term, profits could be made. In the long term, however, I would only invest in 🇺🇸 real estate shares

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RealMichaelScott@RealMichaelScott

7Mon

Difficult. It's mainly a game of interest rate cuts. Prices will certainly rise for the time being, but how are these companies positioned in the long term and what are their future prospects?

In Germany in particular, I see many hurdles due to regulations and politics in general. New construction is also expensive in Germany and is set to become even more expensive.

All of the companies you mentioned have shown that their business model works in times of minimal interest rates, but have also shown weaknesses when interest rates have risen to a historically halfway normal level. It became clear that these are not just valuation discounts due to high interest rates when all of the companies mentioned had to cut their dividends sharply or even suspend them.

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Marco@Marco-VI

7Mon

Not all of them, but I have held #realtyincome #vonovia since the big crash last year - the year before last. Good tournaround candidates for me in the long term. Vonovia especially in Germany for apartments and social housing.

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Janik@JustaKing

7Mon

Absolutely in with Vonovia! See potential, will also buy more. There was some panic recently because the portfolio was written off. But it's completely normal that financing costs become more expensive when interest rates rise and real estate prices fall. However, occupancy is at 97%, rents are rising because there are hardly any apartments with a rising population. Dividends are good at the moment. I think Vonovia is relatively safe for the next 15 years

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Dividendensammler@DividendensammIer

7Mon

I would prefer US stocks such as $O, in Germany you have enormous risks that are difficult to calculate due to the government. Depending on which way the wind blows, companies will find it more difficult or new laws will be introduced.

I am generally reducing my investments in Germany and want to have a maximum of 10% in my portfolio, as this country simply has poor prospects, especially with a left-wing green government and an effeminate society.

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Prdnce@Prdnce

7Mon

I clearly see potential for large landlords.
If interest rates go down again, property prices will rise again, especially as new construction is currently at rock bottom, the increased demand will clearly target existing properties, which will increase the value of real estate portfolios.
Rental prices only know one way and that is up. Demand is simply so high and new construction will not be able to absorb this in any way over the next few years.
All the government's regulations are annoying, but they are not a disaster. Smaller landlords and condominiums have much more to contend with, which tends to consolidate the position of large landlords.
People will always live and sooner or later the government will have to come up with a way to promote this.

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gui H.@useref748d772fc84f3e

7Mon

My own: always. My entry into asset development. And it continues to be the building block that thrives best and most reliably.
I would rather do without shares than real estate.

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