how are reit etf's different from reits? what do you think is the underlying? ETF is just a derivative.
look at third world countries and you'll see what I'm talking about, don't worry people will find ways to pay the higher rents, even if it means 3/4ths of their income after taxes most people didn't pay their mortgages not because they couldn't cough it up, but because they weren't willing to pay interest on a loan greater than the value of the property and if you still don't get it, 2 years from now you'll see for yourself
I'm surprised there's even debate here. The only way to "go long" the CPI is TIPS. All ETFs are not directly linked to inflation, unless there's a TIPS ETF that I don't know about, which I doubt.
Still wouldn't change what he'd be invested in, which is TIPS, but mainly I'm worried he won't be able to invest properly managing the cash flows, which leads me to the TIPS mutual funds.
Too bad the CPI is always manipulated to the downside. Good luck with those TIPS on trying to hedge inflation - you've actually just locked in an approximate 3% per year loser. http://www.shadowstats.com/
Yeah, it's not like we should trust bloomberg or the bls. Let's trust someone's subjective opinion with no insitutional capacity to even remotely calculate core CPI correctly. Great, shows how informed anybody who reads that site is.