![]()
- Call Me Crazy: Confessions of a Black Friday Shopper
- US Firms Hit by Payroll Taxes at Exactly the Wrong Time
- Citi Mortgage Reveals Something the US Treasury Won't
- Fed Sanguine About US Recovery, Worried on Jobs
- Amended Berkshire Filing Reveals No 'Secret' Holdings
- In Time for Holidays: More Gloom and Doom on Economy
- Market Pros Reveal Top Black Friday Trades
- Holiday Guide to This Season's Smartphones
- Turkey Day 101: How Well Do You Know Your Bird?
- Citi Mortgage Reveals What Treasury Won't
- S&P to Hit 1,200 by Year-End: Chief Investor
- Amended Berkshire Hathaway Filing Indicates No Secret Stock Stakes at End of Q3
- Facebook's Biggest-Ever Holiday Shopping Season
- Facebook's New Dual Class Structure - Slow Steps to an IPO
- 5 Big Bank Stocks Investors Should Consider: Strategists
- Gambling Drunk, Texting to Live And America's On Sale - Your Emails
- Nov. 24: Unusual Volume Leaders
- NBA D-League On The Rise
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Amended Berkshire Hathaway Filing Indicates No Secret Stock Stakes at End of Q3
- Wednesday's Economic News Crunch Could Tilt Markets
- NBA D-League On The Rise
- Japan Export Rebound Eases Fear of New Recession
- CNBC Anchor Takes a Sabbatical
- Citi Mortgage Reveals What Treasury Won't
- Rethinking Work
- Madoff—The Holiday Drink
- China Shipbuilding to Launch $937 Million China IPO
![]() |
Richard Anderson, senior research analyst at BMO Capital Markets, and Louis Taylor, senior REIT analyst at Deutsche Bank Securities, are divided on what the market is saying -- but both agree that some REITs are ripe for investment.
"There's a paralysis. No one knows where cap rates are going," said Anderson. He believes that a tighter credit market will lead to more renting of properties.
But Taylor sees it differently. "Right now, cash flows are looking good" for REITs, Taylor said. But he's bearish on apartment-building firms -- and bullish on retail REITs.
He addressed General Electric's earnings miss -- and maintained that GE's real-estate businesses differ from the REIT market.
(GE is the parent of CNBC.)
Recommendations:
Anderson points investors to AvalonBay Communities [AVB
Loading...
()
] and Mid-America Apartment Communities [MAA
Loading...
()
].
Taylor likes Macerich [MAC
Loading...
()
], General Growth Properties [GGP
Loading...
()
], Simon Property Group [SPG
Loading...
()
] and Public Storage [PSA
Loading...
()
].
Disclosures:
Taylor's firm holds shares in Macerich Group, General Growth, Simon Property and Public Storage. Further, Deutsche Bank received compensation from all four firms; General Growth is or may have been an investment client of Deutsche Bank. Neither Anderson nor BMO have any holdings or business relationships with either of the firms he recommended.
- Remember when auto shows were major events where new models could generate buzz?
- CNBC’s Mike Huckman visits a cutting-edge plant to see how the flu vaccine of the future is being made.
- People who bottle up their anger at work are up to five times more likely to suffer a heart attack, a study found.
- Playboy will outsource its publishing operations in a bid to become profitable again.
- A new McDonald's in Manhattan is the nation's first to sport a sleek, chic interior imported from stores in London and Paris.
- For nearly three decades, these on-call experts have been dishing advice on how to – and not to – cook turkey.













