best lpt buys, page-8

I believe both RAT & REU to be sound and will probably rise nicely in time. But reckon they are being held down because they they have expanded their business model to include real estate loan book trading. Not necessarily any in sub-prime basket, but punters, as usual, shoot first (sell) and ask questions (do proper research) later.

When sub-prime blows over, these stocks will be left where they are now - good quality LPTs delivering secure distributions from commercial real estate with hedged forex and interest rate for certainty.

Then sp will move closer to NTA.