For this week's live discussion at Inside the Market, we were joined by Michael Missaghie, portfolio manager for Sentry Investments and co-manager of its REIT fund.
Mr. Missaghie thinks the recent weakness in the REIT sector has made for an ideal time to go bargain hunting, believing it was mostly a knee-jerk reaction to concerns about rising interest rates. He thinks that several attractive opportunities reside in Canada, the U.S. and internationally based on valuations and other factors. And he maintains that some REITs are actually well-positioned to benefit from rising rates given that it's a signal of a strengthening economy.
Read more below about his top picks and outlook for the sector.
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