“…if you're worried about yields further rising, well, you just buy floating rate bonds. So you're not exposed to that duration.”
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Said on The Money Puzzle
“Cap rates are only now about a percent above the... 10-year government bond rate... yields 6%, 6.5%... cap rates should really be between 8% to 10%”
Stuart Weems · Investopoly · Q&A - Debt recycling when you sell your home: keep the deduction
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3:00
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What was described
state that current commercial property cap rates (about 1% above the 10-year government bond rate) are nonsensical and should be 8-10% yields
government bond ~5%, commercial yields 6-6.5% (only 1% above), ideal 8-10% yields
Said nearby on the same subject
“I never underwrite to a lower cap rate… if cap rates increase, you totally miss your mark.”
FP
Frank Patilano
Ironclad Underwriting Podcast ·
“What would it take for the bond market to have a negative return over the next 10 years? It would take 14%-15% 10-year yields in the next five to seven years.”
JB
Jim Bianco
Monetary Matters with Jack Farley ·
“The good thing about split government is that nothing gets done… that’s good news for those of us that want to see bond yields come down”
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Said on Macro Voices
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