Commercial real estate investment trusts have done very well the past year.Brian Stutland of Stutland Volatility Group thinks they continue to do well.
Although rising long term yields may challenge commercial REITs,foreign investors may help boost commercial real estate.Watch the yield on the 30 year Treasury bond.
The commercial real estate supply is starting to come off the market,pushing prices higher.That would tend to favor commercial REITs such as Boston Properties and Brookfield Office Properties.
Stutland Volatility Group creates wealth by capitalizing on market volatility,using options to control risk and grow assets.It is based in Chicago.
Boston Properties(BXP),Brookfield Office Properties(BPO)
No comments:
Post a Comment