n******h
发帖数: 2544 | 1 全名是ISHARES TR DOW JONES U S REAL ESTATE INDEX FD。
我想投一部分在房地产上，作为2013的25%配置。请大家拍砖！ | c*****e
发帖数: 1106 | 2 我觉得现在买指数不会有太好的收益，如果你看整个产业，Retail and Multi-family
have long recovered, and already passed their pre-crash high quite a while
ago. Healthcare and office REITs look more promising, but you may still want
to be selective.
One regional market I have been paying attention is the DC/MD/N.VA market,
where largely due to government downsizing, a number of REITs with large %
of assets there have not quite followed the rest on the way up.
If you are interested, you can start with either
Washington Real Estate Investment Trust or First Potomac Realty Trust and
compare with other regional and
national competitors, you will see what I am talking about.
For the record, I own one of them, but also have a smaller SHORT position on
a Retail REIT, and another yet smaller LONG position on a different Retail
REIT. You can see I am being selective. Good Luck. :) | n******h
发帖数: 2544 | 3 You are right that almost everything is at their historical height.
stock, bond, real state...
not an expert at all, thank. you for sharing some clue.
any suggestion on bonds and stock?
family
want
and
【在 c*****e 的大作中提到】
: 我觉得现在买指数不会有太好的收益，如果你看整个产业，Retail and Multi-family
: have long recovered, and already passed their pre-crash high quite a while
: ago. Healthcare and office REITs look more promising, but you may still want
: to be selective.
: One regional market I have been paying attention is the DC/MD/N.VA market,
: where largely due to government downsizing, a number of REITs with large %
: of assets there have not quite followed the rest on the way up.
: If you are interested, you can start with either
: Washington Real Estate Investment Trust or First Potomac Realty Trust and
: compare with other regional and
| c*****e
发帖数: 1106 | 4 I don't have much of a clue myself.
How about the energy sector, esp those North American natural gas / coal
companies?
Energy sector has really underperformed.
Because of rising oil / gas output from "fracking", oil price has been
depressed a bit, but at least it's easy to transport oil.
Natural gas price has totally collapsed causing coal price to collapse as
well. LNG export would help, but still far from reality. | D******e
发帖数: 1222 | 5 大华府地区近来没有涨太多是因为大家还在跌的时候它就已经开始涨了，而且离
downtown近的本来跌的也有限，这是我个人亲身买房经验，commercial的不清楚
family
want
and
【在 c*****e 的大作中提到】
: 我觉得现在买指数不会有太好的收益，如果你看整个产业，Retail and Multi-family
: have long recovered, and already passed their pre-crash high quite a while
: ago. Healthcare and office REITs look more promising, but you may still want
: to be selective.
: One regional market I have been paying attention is the DC/MD/N.VA market,
: where largely due to government downsizing, a number of REITs with large %
: of assets there have not quite followed the rest on the way up.
: If you are interested, you can start with either
: Washington Real Estate Investment Trust or First Potomac Realty Trust and
: compare with other regional and
| k***n
发帖数: 3158 | 6 I try to stay away from NA oil/gas companies
WTI at a large discount to Brent, enough reason for me to stay with
producers
getting Brent pricing
【在 c*****e 的大作中提到】
: I don't have much of a clue myself.
: How about the energy sector, esp those North American natural gas / coal
: companies?
: Energy sector has really underperformed.
: Because of rising oil / gas output from "fracking", oil price has been
: depressed a bit, but at least it's easy to transport oil.
: Natural gas price has totally collapsed causing coal price to collapse as
: well. LNG export would help, but still far from reality.
| w***n
发帖数: 1519 | 7 I'm not an expert on REIT, just wanted to comment on the "historical height"
thing. You have to ask yourself: If you believe America does have a bright
future, like in the past, aren't stock markets/real estate all going to make
new highs from time to time? Why is that new highs are like plague that you
want to avoid? If the assets can only fluctuate around some certain level
and are unable to make new highs, why bother to invest?
Don't get me wrong. I'm not saying you should jump in on a new high. It's a
matter of investing style. All I'm saying is that making new highs shows the
strength I prefer to see.
【在 n******h 的大作中提到】
: You are right that almost everything is at their historical height.
: stock, bond, real state...
: not an expert at all, thank. you for sharing some clue.
: any suggestion on bonds and stock?
:
: family
: want
: and
| c*****e
发帖数: 1106 | 8 Well, it's a bit a different. Commercial reits in the DC market didn't drop
as much as their
national peers in 07/08, as private companies were downsizing nationwide but
US govt was not.
The last couple of years have been the reverse, and now the fear of even
more bad news to come.
【在 D******e 的大作中提到】
: 大华府地区近来没有涨太多是因为大家还在跌的时候它就已经开始涨了，而且离
: downtown近的本来跌的也有限，这是我个人亲身买房经验，commercial的不清楚
:
: family
: want
: and
| p**h
发帖数: 1105 | 9 等！ 怎么上去的， 一定会怎么下来。。。 等RSI 掉到30再分批进场; 如果你实在不
想miss机会的话， 也可以在RSI掉到40时卖cash secured put。
【在 n******h 的大作中提到】
: You are right that almost everything is at their historical height.
: stock, bond, real state...
: not an expert at all, thank. you for sharing some clue.
: any suggestion on bonds and stock?
:
: family
: want
: and
|
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