DRE is a REIT that is primarily in the Midwest. If my thesis holds true in this recession, the midwest is going to bloom as the coasts work off the excesses of the previous bubble.
1) BUY THE MIDWEST
People liken the crisis to the Great Depression and others, the bible readers in particular, liken it to the 7 bad years of Egypt. But I would say that it is more like the other stories in the bible when there was famine, people went down to Egypt for sustenance. I believe that the US is going to follow Britain's and China's lead into Africa and rebuild the poverty and war stricken continent. If we thought CHINDIA was the play of the century I don't think we have seen anything yet.
2) BUY AFRICA
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