Q1 2023 REIT Performance & Sector Update, With David Auerbach (Episode 126)
The Alternative Investment Podcast
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REITs and the 10-Y Treasury Yield
The average REIT dividend yield is 5.2% per 5%. And 10-year treasury is trading at 3.25%. So you've got 200 basis points in your pocket to invest in REITs versus fixed income. Until the Fed starts adjusting the cycle of reducing interest rates, that's when you'll see the REIT investors really come back and droves because of that yield sensitivity.
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