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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: deucetoace   😊 😞
Number: of 88914 
Subject: Re: Any thoughts on UK real estate?
Date: 09/03/25 5:52 AM
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I have a small amount of a much smaller REIT (CREI). The rise in long term gilt yields is obviously affecting them all. Until the budget (later than usual this year) it seems likely this concern will continue.

I am not touching housebuilders at present. Even with the BoE reducing interest rates and ignoring their inflation mandate I think things are still tight here. One of the larger brick makers (MBH) reported recently and it did not inspire me with confidence.

deucetoace
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