It seems to me that investing in REITs and TIPS, and taking out huge fixed-rate loans now (where possible) on necessary capital assets or borrowing cash to invest would be a wise investment strategy.
Indeed, there has never been a better time to take out long term fixed-rate loans. In several years when inflation kicks in these loans will be much easier to pay off in future dollars.
REITs, maybe not so much. Stocks in growth companies are still a better bet right now.
