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| + | ,12:05 PMThe main problems with rising rates are: 1) REITs rely heavily on debt financing and as the rates on this (treasury yield+spread) increase, their cost of capital will as well.Not to mention that the asset values of the REITs' properties are directly inversely related to interest rates, so asset values will fall as well.These two things are connected.2) Years of low interest rates have sent yield-seekers into "higher risk" assets, buying dividend-yielding stocks, junk bonds, etc., instead of treasuries.Dec 20, 2013.11:53 AMI too noticed that ANGI's cash burn would look significantly worse if they hadn't stopped paying their liabilities. |
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