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Cohen & Steers Reit and Preferr Message Board

  • mysonchino mysonchino Jan 6, 2008 7:57 PM Flag

    Dividend Safety

    Cohen and Steers has never cut a closed end fund dividend. 54% of the portfolio was in preferreds at the end of September. Equity REITs are in reasonably good shape and many have increased their dividend this year. About 70% of the dividend is earned with the balance being return of capital and capital gains. I believe commercial real estate will be worth more in 5 years rather than less. I also believe that while inflation is talked about very much by the FED it will be one of the components which help us out of this mess. A debt burdened consumer who repays with dollars that are worth less is getting helped not hurt. There will not be a dividend cut. Sorry for rambling. Too many thoughts for one post.

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    • "A debt burdened consumer who repays with dollars that are worth less is getting helped not hurt. There will not be a dividend cut. Sorry for rambling. Too many thoughts for one post."

      If you only look at the debt, then you are correct. But if you look at the consumer as a whole, I believe he will be worse off. As the dollar becomes worth less, other necessities will also increase in cost. Thus, there will be less dollars to pay the debt (which remains the same). I am assuming that income remains the same.

 
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