Stockchase Opinions

Jim Lebenthal Sabra Health Care REIT SBRA-Q BUY Dec 02, 2022

Conventional wisdom says to avoid REITs and bond proxies when interest rates rise. But many REITs are solid businesses trading at reasonable valuations and paying good dividends. Untrue: commercial real estate is bad but avoid strip malls. Those REITs are down so much that there'll be upside in 2023.
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REAL ESTATE
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Pays an 8.1% dividend. Aging demographics mean this is good.