KeyBanc Upgrades First Potomac (FPO) to Buy
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Avoid REITS with Long-Term Bond-Like Leases – Analyst (VTR) (MPW) (EPR) (LXP)
June 13, 2013 11:56 AM EDTWith bond yields rising, investors are increasingly interested in how equities will response to expectations of Fed tapering. Commenting, Keybanc analyst Jordan Sadler note that Fed stimulus appears to have reached an inflection point, and accordingly he shifted sector weighting recommendations for REITS toward the shorter term lease sectors and away from sectors with longer term, bond-like leases.
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