amREIT Postscript

Just to make it clear, I haven’t sold out of my mortgage REIT positions.  In fact, I wish I had left more in them, on autopilot, rather than a couple of recent speculations.

I’m not trying to scare you out of these beasts, because the rate environment is right for them to produce double-digit investor returns at least until we see unemployment head down sharply, housing stabilized and heading up, and (hopefully) even some wage inflation.

My last post was just to show where the risks are, including an emerging risk of being too big to move quickly.



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