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Posted by
Two Blokes 5 hours ago -
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Stock
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Sector rotation remains a powerful strategy, especially in real estate, allowing investors to capitalize on shifting market sentiment and valuation extremes. Welltower is priced for perfection after a strong run, but its high valuation and emerging industry risks make taking profits appealing now. Realty Income offers a compelling entry point with a high yield, reasonable valuation, and potential upside if interest rates decline.
