Gary Gordon writes in a Resource Investor commentary that the decoupling between REITs and financial stocks is mystifying. "A combination of factors are probably at play, including the perceived safety of the 5%+ yields in REITs. Another possibility is the belief that the credit crunch and bank woes are having a far bigger effect on the consumer/residential real estate market, whereas diversified REIT baskets include entity structures with less trouble getting money for the projects that they are invested in," he said.

Full Story:
Resource Investor

Related Summaries