The comparison should be with a "real, " or inflation-adjusted, bond yield because real estate values tend to keep up with inflation.

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Consider using I-bonds or TIPS in your bond allocation since these bonds are adjusted for inflation.

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He suggests working out a deal with your broker in which the net cost of the trade to you is an agreed-upon markup, adjusted up or down by the movement of wholesale bond prices for the brief period when you are on the sidelines.

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