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These REITs Trade At Premiums, But Should They?
ELSEquity LifeStyle Properties(ELS) Seeking Alpha·2024-10-17 23:28

Dragon Claws REITs are often thought of in a monolithic fashion. A piece of economic news will come out and a pundit on CNBC will say: "That's good for REITs" I find that to be an odd perspective because there are so many distinct property types within REITs and any given piece of news impacts each property type differently. So I'm seeing that same piece of news and thinking: "That's good for this handful of property types, neutral for another property type and bad for a particular subset." I suppose on a w ...