Timbofittz88 (< 20)

Timbofittz88's CAPS Blog

REIT - I'm ALL IN

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April 09, 2010 – Comments (4) | RELATED TICKERS: BEE , KRG , FCH

Real Estate Investment Trusts... AKA REIT are going to have an exceptional recovery when the recovery hits. With my recent success from jumping from rank 60,000 to the 3,000-4,000 range, I can now say that I was right!

Hotels are running lean and they are hungry for more business. Rates are slashed and jobs are cut as hotel managers are struggling to fill rooms.

Imagine a higher demand in lodging? Revenues increase dramatically due to # of rooms sold and the average rate per room. Revenue increases exponentially in hotels.... which is why I am bullish for all REITs.

4 Comments – Post Your Own

#1) On April 09, 2010 at 1:38 PM, davejh23 (< 20) wrote:

You're bullish for ALL REITs?

Not all REITs are invested in hotels. Your theory on hotels could be correct...I've stayed in some very empty hotels lately that will benefit greatly IF business travel picks up. However, there are many hotels that probably never should have been built...hotels that will still fail, even as business travel picks up. I'd say there are some good REITs to look at right now, but I'd do your homework, because I'd bet that there are many that will still turn out to be terrible investments.

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#2) On April 10, 2010 at 11:47 AM, cbwang888 (27.38) wrote:

Why not investing in Hotel directly? Like H, MAR or HOT ?

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#3) On April 13, 2010 at 5:40 PM, Timbofittz88 (< 20) wrote:

davejh23

You're right... I'm sure not ALL REITs are good companies to invest in and I am sure that of the 100 RETI's... about 10-15 will give me negative points. BUT... I have already raked in 800+ points so far and counting.

Mind you, this is still a time where people are kicking and screaming about STAY AWAY from hotel stocks. Wait until the common consensus becomes... "Okay, hotels are okay again". By then, I'll have 4k-5k in points accumulated and I would have exited REIT's and moved on to something else.

Right or wrong, my current strategy is to pick the next "winning" industy and just go through every stock and give it a thumbs up. If I'm right, then I should have more positive than negatives and I'm right so far about hotels and REITs.

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#4) On April 16, 2010 at 2:45 PM, FleaBagger (98.31) wrote: