Real Estate CAPE

Quick reminder to new subs:  If you send me a research piece that I end up using, I’ll refund your account with $100, just email me with “RESEARCH” in the subject line.  The below issue is from reader M.K….

A monster 120 pager from Robeco, who always puts out great research.

A couple great charts  then the full download…Hope you had a great Thanksgiving!




Expected Returns 2017 – 2021