Agreed.  althought the muted market reaction to not only restaurants but also retail reits in canada this morning suggests short term impact.   With US cases reported at over a million a day (unreported higher), and pace of growth, likely to peak in next week or two.  ontario Politicians are just elongating things here with this BS lockdown.  But suspect we also peak in a couple of weeks.

As soon as cases roll over, suspect they will be under such political pressure (Ontario ICUs still only at 25% of pandemic peak) to reopen things that they will make the right call and reopen.  we can only take so much of this bureaucratic nonsense.   Any selloff of consequence in the REITs/Trusts will be bought, as we saw in early December.  

Good luck.