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Wednesday, May 16, 2012

More Notes From the Ira Sohn

Interesting Einhorn observation:

Japanese retail investors own 9% of US REITS, they are desperate for yield.  He sees a big problem brewing for US REITs as Japanese money stops coming in, they are expensive.

http://www.thereformedbroker.com/2012/05/16/notes-from-the-ira-sohn-conference-2012/

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