Dividend Capital Market Cycle Forecast. This forecast is rosy, but gives you the factors which drive REIT performance. For example, if they expect financial services companies to keep hiring because the mortgage industry is strong, they’ll see high demand for their office buildings. I don’t buy into their premises. It’s their job to be a RE bull. Never trust the advice of an economist or expert who benefits from his own forecast.
sdbear, why do you think the economy can keep growing when housing, which has been the main driver of the economy slows? Furthermore, how long can China keep propping up the dollar? Why is it that despite decades-low mortgage rates, low inflation, strong job growth, the US savings rate is negative; how will the glut of baby boomers fund their retirements? If they could save, they would. They’re counting on sales of their homes to be their retirement. Our economy is strong only as long as housing is strong.
