TSX:AX.P.E - Post by User
Comment by
DZtraderon Apr 03, 2024 8:09pm
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Post# 35969281
RE:RE:RE:My reit holdings have quietly grown into a position
RE:RE:RE:My reit holdings have quietly grown into a positionHey Jay, that's a fair bit of real estate, I wish you all the success in the world. Our holdings overlap with Artis and Sienna (also hold Chartwell). As I noted to Frankie the other day, I remain gun shy on office. Personally, I believe too significant of a recovery period and I don't believe AI will be kind to it along and after that. I could be wrong but risk aversion with so much others to choose from just makes sense to me right now. Other than a few names I'm currently watching I am not too active. Have an overweight cash position here ( as Frankie rolls his eyes) but my financial position and outlook is different from many. I dance to my own tune, as I hope many here do too!
Stay good,
DZ