Thursday, April 24, 2008

Real Estate and Timing the Rebalance

Since Real Estate is an important asset class in any serious allocation, we are providing this link to a very good article on when to fill one's allocation to Real Estate (specifically via REITs, for anyone whose home equity does not fulfill the allocation).

Historically, they key has been to look at REIT yields versus Treasuries, and buy when the yields are high. While this is naturally intuitive, the article does a nice job laying this out.

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