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To: Paul Senior who wrote (63530)	3/24/2020 9:14:01 PM
From: Grommit	Respond to of 78644

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.

To: Paul Senior who wrote (63530)	3/24/2020 10:41:06 PM
From: Grommit	1 Recommendation Recommended By Ditchdigger Respond to of 78644

BRX. I should not have been so negative on BRX. At today's $10 price there is prob enough margin to handle a few vacancies... good luck.

To: Paul Senior who wrote (63530)	4/2/2020 5:10:22 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78644

BRX. Stock hit a multiyear low. Under $8/sh. I added today. Two weeks ago at $12, the Pres. CEO bought. Of course, two weeks ago is like eons ago. This property reit's stated mission is "to be the center of communities we serve", and it seems like they are actually trying to work to that goal. I like that it seems more than words. (Albeit this may not be relevant to a decision whether or not this is a worthy investment) finance.yahoo.com finance.yahoo.com