RE:RE:Unit NAV is what matters I agree. There will be shortage of stock for sale as a lot of us bought when the bank and insurance stocks were low the last time. I just reviewed my holdings of LBS. Since I bought I have drawn the dividend as cash flow and I subtract that from the price I paid. It makes a lot of sense as a portion of the dividend is reported as return of capital.
Bottom line is my average buy in price now works out to 2.50 per share. That makes my yield 50% per year these days. If it does miss a dividend it is for a few months at the bottom of the cycle. Other splits miss dividends for 12 to 18 months.
It's not a fortune but it is a dependable stream of income.