Interesting counterpoint in Businessweek to those who have become bullish on REITS...
"Historically, the end of many positive real estate cycles has been brought about by a dramatic increase in supply that far outpaced demand. Based on our observations, and the commentary from a number of conference participants, we do not see this type of scenario currently unfolding in the U.S. "
Rising Rates Won't Wreck REITs
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