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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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@Simpson Why only in the short term? The share price of Vonovia, LEG and aroundtown shows that you can also make profits in the long term - if there are no interest rate cuts in between.
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@Roman_moed no longer have confidence in German real estate shares. I invested because I thought it would be a stable business with stable dividends. As soon as interest rates went up, all the shares were shredded, dividends were massively reduced or completely canceled. For me, it gave the impression that the management had no idea about their business. This was also the case with 🇺🇸 shares in terms of price losses, but not to this extent. MPT excepted.
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@Simpson Well, you will always have price losses when interest rates rise. Accordingly, however, the USA Reits have held up much better.
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@Blizzard The US equities have not been punished as severely as the Germans. German equities are performing faster and better.
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@Simpson Okay, I can understand why you mean only in the short term. In terms of performance, DE real estate will go down more. But realty is also well punished. I can also put my foot in it
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@Roman_moed Well, but the USA is much more broadly based when compared with Germany ß
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@Blizzard In what way do you mean that? Overall, the USA is much more broadly based. In the case of Reits, however, there are only companies in both the USA and Germany that work either with commercial real estate or with normal real estate. I don't see a broad positioning. It always depends on what you buy.
Or what do you mean?
Or what do you mean?
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@Roman_moed take $o as an example. Which not only has shopping centers but also more other things. But it also has an interesting portfolio of real estate, which, as you can see, has not been the case since the last purchase. Something more active like that is also somehow missing at Deutsche.
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