Third Avenue Real Estate Value Insti Cl TAREX

… 67, retired, with a 560K portfolio that is 14% cash, 38% OAKBX, 21% FPACX, 11% HABDX, 6% PTTDX, 5% BUFSX, 2% TAREX , 2% PASDX, and 1% HRVIX. Since we are both still working a bit, we will need to invest 12K in IRAs this year. I bought …

… years to retirement Moderate risk investor Brokerage Taxable: 47% FSTVX 10, BMY 2, MRK 2, ADRE 2, DLS 1, EEM 3, DGS 1, TAREX 3, XLE 2, EPD 2, PCL 2, GLD 3, COW 2, WY 2, NOK 2, T 2 Cash: 6% Non-Taxable: 53% Brokerage: 4 FDMMX 4 401K …

Who is TAREX 's target market now? I've held it for several years, but new buyers need to invest at least $100,000? And what's with …

… before its dramatic implosion" Investment implications: I only have one fund TAREX that is mostly exposed to RE (sold off TAVFX last year) I am currently down 4% in TAREX .Was planning to reduce it once i'm in the black. Instead ,sell it all …

… segment of the market that may do well in the future?Why? It would be a good learning when we come back to these picks in the next 2 or 3 years. PS: I have recently added to XOM,FSMEX and JNJ. Thinking about TAREX as a contrarian pick.