Artis Real Estate Investment Pref Shs Series E T.AX.PR.E

Another main stream beat up on reits CNBC clip

[DZtrader]

So that I don't have to listen to someone suggesting I take two sides which is not the case, for the record, I am bullish of reits here, have been for a bit now. Am I a bit early, could be but that is a known preference. I put money to work where it makes me money. My cash position is arguably too large and needs to be allocated slowly. I can withstand daily gyrations for the longer term payoff in particular while I am collecting nice yeild. If I provide narrative to a poster who can't understand why pressure still exists on the sector and throw in a clip or two that highlights my opinion, not sure that should in anyway be misinterpreted unless of course an agenda is at hand. Case in point with this clip, hard to take it other than being negative. As noted in a previous post individual names can and will either outperform or underperform not only its sector but also the markets in general. I have been abundantly clear that I had not been a fan of Manji earlier on nor the direction he took at the time for obvious reasons. Anyone who follows my posts is well aware of this, so no have never had my pom poms out. Fast forward to present day and you are presented with a different set of circumstances in a stock that has now been halved at minimum. Value is there to be had. I upped my position to nearly double of original buy in and stand by that decision. My comments of late '25 recovery "for the sector" I think will likely prove to be correct but truly no one can say this with any degree of certaintly. I for one am comfortable enough with that horizon and am selectively adding here irregardless. I think this clip emphasizes the "known" of this sector as a whole. As noted not all reits are created the same so know what you own, I do. In any event, if nothing else I think the views shared on this clip without saying it, would indicate a later recovery as I have suggested.

Not enjoying the vibe certain individual(s) here have casted, such is life, enjoy.


 https://www.cnbc.com/video/2024/05/24/rates-risk-real-estate-starwood-reit-limits-withdrawals.html