Up 20% on U.S. Real Estate

The MIP is up 20% in its Real Estate holdings this year, largely due to the trade-war hedge that U.S. Real Estate provides. VNQ has had a good year thus far, and although mREIT interest spreads have contracted with the narrowing 2 year to 10 year spreads, dividend income from REM and CIM have helped fund additional purchases in other areas. The dividend cash flow has enabled additional purchases in Apple (AAPL) and Southwest Airlines (LUV).

The big question here is should I take the gains off of the table in real estate and redistribute that capital to better potential prospects?

I will be updating the MIP table soon.


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