Are REITs The Ugly Duckling Of The Stockmarket?

May 2018 Newsletter | While potentially not extreme in nature, there are a few general assumptions being made by investors in relation to the real estate investment trusts (REITs) that would deem them unworthy of consideration for investment. In this newsletter we make a few brief comments on these assumptions, in particular the ones that are premised on causality, the assumption that when one outcome occurs this will immediately lead to a second outcome.