REITS no longer cheap

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Re: REITS no longer cheap

Post by livesoft »

Short worthy?
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Robot Monster
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Re: REITS no longer cheap

Post by Robot Monster »

JohnDoh wrote: Sat Sep 19, 2020 9:57 am
Robot Monster wrote: Sat Sep 19, 2020 9:20 am
Annabel Lee wrote: Sat Sep 19, 2020 8:55 am While I like RE as an asset class, I find it challenging to dive into broader REIT indices because of the sheer diversity of the REIT segment including retail, multifamily, hotels and office properties that will continue to underperform until COVID-19 is better managed (or even better understood).

I have small investments in individual REITs less affected by the pandemic but am considering transitioning some of these to SRVR ( to minimize volatility and bet on the future.
Can't help but notice that the big dogs in the SRVR ETF, American Tower Corp, Crown Castle International Corp, and Equinix Inc (each of which has approximately a 15% weight) are all in Jim Cramer's Covid-19 Index.
And also in the top 10 holdings of both VNQ and its underlying VRTPX: ... olio/vrtpx

VNQ ER = 0.12
SRVR ER = 0.60
So...VNQ has approximately half weighted to those three companies than does SRVR.

Hope my math is correct:

Percentage of three above mentioned companies in VNQ
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Re: REITS no longer cheap

Post by grok87 »

now at 7.7%, up slightly from say 7.0% last month
RIP Mr. Bogle.
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