In any niche group of investing, there are good, average and poor assets.
It is no different if we are prospecting to find good real estate investment trust (REITs) that we would like to hold for a longer term (definition > 2 years)
During a good market run, the good, average and poor REITs will all do well.
You want to hold on to good REITs that handle themselves well in good, average and bad environments.
When it comes to REIT and other dividend focus stocks, the narrative by the media tends to focus very much that REITs are interest sensitive assets. They are not wrong. However, I felt they did not present other factors that determine REIT performance.
In this article, we will cover some of the important, high level considerations in identifying REITs for buy and hold, or for speculation over the longer term.
