November 05, 1996 BY Steve Leuthold and Andrew Engel
REITs continually ranked this year among Most Attractive. After tactical additions, 15% now invested in REITs. Interest in these real estate proxies is definitely increasing, by both institutional and individual investors.
Conventional Portfolio boosting REIT holdings above the 8-10% core position. New purchases increase REITs to 12% of total assets. Increase viewed as tactical move, NOT an upward revision in core position.