The Real Estate Sector has already rallied over +25% from its late 2023 low as the market got ahead of the falling bond yields – remember, stocks usually lead. The “easy money” is in the rearview mirror but we wouldn’t be fighting further appreciation by the sector.
- We are already mildly overweight property in our Active Growth and Active Income Portfolios; hence, further purchases would need careful risk/reward consideration, but we like the valuation on offer in several stocks.
MM is cautiously bullish on Real Estate through 2024
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