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KM
Kai Müller
@kaim · Oct 12

Hi colleagues,

I like holding REITs — I’m pretty surprised they’re weakening a lot right now; I expected they’d be rising as US rates get cut.

Is this related to the US government shutdown? If so, what’s the connection?

FH

It’ll take a while, but the growth will come. REITs make up a large position in my portfolio, and for now I’m at least collecting the dividend.

MS

I'm glad they're going down, I can buy more :D

AW

I agree 🙏

LM

I think it's mainly that the process is delayed and it takes time to have an effect. Also, Friday's sell-off didn't help much.