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Mar 14, 2006 5:13 pm

Heard a presentation recently from Cohen and Steers regarding a new International REIT fund. They guy presented some compelling reasons to invest overseas. Potentially higher yields overseas, beginning of REIT-structure formation in developed European countries, a good diversifier out of US markets, greater opportunities based on market cap, etc, etc.

Curious to hear thoughts on this potential area. A good area to allocate 5-10%? Or too risky based on currency and interest rate fluctuations????

Mar 14, 2006 6:16 pm

Blarm,

The October 31, 2005 issue of Fortune had a cover story on Tom Barrack titled "The World's Greatest Real Estate  Investor".  The jist of the article said he was cashing out of the US and investing overseas. Don't know what it all means but it was a good read...

Mar 14, 2006 6:39 pm

I am in their Global REIT UIT…i shifted out of the REIT UIT.

Mar 14, 2006 9:53 pm

[quote=blarmston]

Heard a presentation recently from Cohen and Steers regarding a new International REIT fund. They guy presented some compelling reasons to invest overseas. Potentially higher yields overseas, beginning of REIT-structure formation in developed European countries, a good diversifier out of US markets, greater opportunities based on market cap, etc, etc.

Curious to hear thoughts on this potential area. A good area to allocate 5-10%? Or too risky based on currency and interest rate fluctuations????

[/quote]

Dude this is an old theme....ING was telling that story over 18 months ago, and so far it's worked out real well.  Check out IGR, their closed end fund.  Look at the NAV and the dividend yield too.
Mar 15, 2006 12:23 am

There was an article in the WSJ a few weeks ago about this…had a
guy who went into Poland 10 years ago.  He thought there was a lot
of money going there now and he said it was hard to find properties at
reasonable prices…