In REITs We Trust

The market has been frustrating for investors over the past two months, as the indices have given up most of their gains from the first quarter. The markets are starting feel a bit oversold, even with the legitimate concerns around whether Europe can resolve its debt crisis.

Although still defensive, I am starting to put some of my dry powder to work, especially in equities that pay strong dividends and have low valuations. One sector that is showing improvement is commercial real estate investment trusts. Occupancy rates are increasing, lease rates are starting to move up, earnings have a long way to go before they get back to pre-crisis levels and financing conditions are improving, allowing operators to restructure their balance sheets on favorable terms....324 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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