TSX:GRT.UN - Post by User
Comment by
SargeXon Mar 05, 2021 6:01pm
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Post# 32734391
RE:RE:RE:More Targets
RE:RE:RE:More TargetsHey Griz
How she go?
I'm definitely on the GRT train. We now only own 4 REITs and GRT is the fav. I also really like our NWH & DIR and am being patient and holding out hope for a rebound on our MRG.
From 2013 (when I retired) until last year, we typically held 8 or 9 REITs. We had a few take-overs and did some house-cleaning but only put some of the dough into other REITs. I'M actually feeling a little more comfortable with just the 4 and being under-weight the sector a little compared ot our other main sectors.
Take her easy
Sarge
ol_griz wrote: I think the market has been skittish about REITs ever since Flaherty. But the trends don't lie. This is the company in the right space. Office and retail are not going back to pre-COVID usage and warehousing will continue to expand for online and delivery businesses. Moving there is a gamble. Buying the dips here looks right to me.
SargeX wrote:
I'm also totally buffaloed as to what's been going on with the stock price. The only thing I can think of is a bit of a REIT rotation out of the industrails into retail and maybe even office.