I don;t have any real insight into REITS other than the obvious. A few years ago I bought when they were paying dividends of over 8% (when Money Markets were paying about 2-3 %). Now the REITs have had a pretty good run and the dividends are now not much above MMs or CD’s. Less room for error. A slow-down in the economy would eventually work itself into the holdings of REITS. I have sold some REITS over the last year, but I always plan to hold some in my portfolio to maintain diversity.
