N · 2024-05-02T06:12:43.544315Z

Vermeintliche Bodenbildung bei REITs $VICI $PLD $O $CCI $AMT $PSA uvm… So lange wie die FED die Zinsen nicht senkt, werden alle REITs weiterhin abgestraft werden. Ich kaufe mich dann im Oktober diesen Jahres ein, während viele andere 10 - 20 % zu viel bezahlt haben.

@Khlmysee

8Mon·

Supposed bottoming out of REITs

$VICI (-0.07%)
$PLD (+0.5%)
$O (-0.52%)
$CCI (-0.41%)
$AMT (+0.48%)
$PSA (-0.16%) and much more...

As long as the FED does not lower interest rates, all REITs will continue to be punished.

I will buy in this October, while many others have paid 10-20% too much.

14 Comments

Christoph Kral@Christoph_Kral

8Mon

You never know.

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Christoph@ChrisBizz

8Mon

Buying in October may or may not be better. The price does not depend solely on the interest rate policy, but in particular on the consequences that investors see for REITs. And investors do not always act rationally. It is therefore also possible that you will already be chasing prices in October.

As we will only know later what would have been right, I am simply buying regularly in the current phase using a savings plan.

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Saschko@WarrenamBuffet

8Mon

In the meantime, we are already collecting the dividends ;-)

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Kevin E.@KevinE

8Mon

I bought 2 tranches at 44.80 and 47.10 at $O. Do you think it will go down much further?

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N@Khlmysee

8Mon

@KevinCNo, but I think you will find a similar entry price. Your timing was great. 👍🏻

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Kevin E.@KevinE

8Mon

@Khlmysee I'll add to it again at 45. I'm currently holding a bit more cash anyway (I'm staying invested, but investing less at the moment).

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Josef K.@kleberj

8Mon

Jerome Powell said yesterday that the next interest rate change is highly unlikely to be an increase. Because that has already been speculated again.

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N@Khlmysee

8Mon

@kleberj is not even necessary. Just keeping interest rates at this level is a real break in the neck.

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Richi@SmileForMe

8Mon

Of course you are right with that statement, but are you really of the opinion that the market has not yet priced this in accordingly?

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Phil@Pherror

8Mon

Due to the upcoming US elections in November, I would not necessarily bet on October here. I agree with you about the bottoming out. I entered $VICI and $O in March with a 1st tranche and I visit both monthly in my savings plan. At the end of the year, I wanted to enter with a larger position if necessary.

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