CT REIT: Key Rate Cuts And Expected Earnings Growth Make This My Largest Canadian REIT Position

Kevin Brine Introduction I currently have a long position in CT REIT (TSX:CRTUN:CA) (OTC:CTRRF) and I took advantage of the weakness in its share price a few months ago to further expand my position. Now the interest rates on the financial markets appear to be decreasing, I am moving towards an overweight position in REITs in my portfolio. Not only to lock in dividend yields that may be seen as 'generous' a few years from now, but also because I expect the earnings of most REFTs to expand again as the worst ...