| I added DLR and CONE in data-land. I would not touch BRX, in fact, sold all mine mid-feb. they do have a lot of grocery tenants, but also TJ-Max, Ross, Fitness, Bed-Bath, etc. Maybe not a lot of lease expirations, but BK's are lease breakers. Of course, if it is all better by easter, then no worries. (Trump would not answer question whether or not he sold stock in Jan/Feb). Anyway, I am sticking with data center reits and a few others -- fewer worries. I bought utilities, data centers, some industrial today -- 65% cash now, down from 80%. Don't want to be left behind. |
