REITs

Conventional Portfolio boosting REIT holdings above the 8-10% core position. New purchases increase REITs to 12% of total assets. Increase viewed as tactical move, NOT an upward revision in core position.

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REITs removed from equity portfolio and now occupy separate real estate asset class. High equity valuations and moderate upside bond potential make real estate an appealing long term play.

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Thermal pollution time…Steve Leuthold’s 1996 views (and 1995 reviews) on stocks, interest rates, economy, dollar, deficit, earnings, alternative investment areas and, yes, the Super Bowl.

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Observations and opinions on REITs as well as highlights from a recent institutional investor REIT forum.

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REITs being added to Conventional and Unconventional Portfolios. Expect total returns here to be in excess of 10% annually. REITs are also expected to act as a defensive holding in a down market.

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