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REIT strategy as rates rise is in dispute

Sep 15, 2014 - SNL Real Estate Daily

As investors mull the likelihood and timing of a rise in interest rates, the conversation in some corners of the REIT space has turned again to defense and the safest strategies for equity investors to manage risk if rates climb.

In a Sept. 9 note, Morningstar Equity Research analysts Todd Lukasik and Imari Love argued, against much prevailing sentiment in the REIT space in recent years, that two large-cap health care REITs are among the best options for shelter in a rising-rate environmen...