RE:Big day todaybang on bluejay. this is a catalyst enviornment and not your traditional multiple enviornment. when the sector comes back in favor and reits are back to low beta instruments with respected navs we can change tune, but until then, what drives performance are the managers & catalyslsts able/willing to unleash. every story i am in has a catalyst, did not chose any for the multiple.
dream unlimited, dream office and artis are my three favourites for such right now.