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

RE:IS THE CRASH COMING?

[DZtrader]

...................nothing of substance? There is lots of substance, you've been told and shown of the substance. You are oblivious or blind to it. You only see one directional when you really need to take a look at the big picture. I think it actually could be worse but for the most part I believe we are fairly priced here given the vulnerability ahead. That being said, any bits of good news moves us from here on out. While we aren't immune to bad news it would take something of signficance to see a sizeable drop from here. Sector rotation, sideline cash and lower rates will "slowly" pull us upwards over time. Better balance sheets and improved debt clarity will be a positive catalyst gong forward in time.

In my opinion, heavy office components and debt wall still short to medium(ish) term head winds. In the face of declining rates I have no qualms of shifting money selectively into this sector and enjoying 6-9 percent yeilds while I wait even if we see continued downward pressure. Traditionally reits have are not growth stocks and haven't been a tradable investment per say. Big picture says that is about to change and you have a window here. Are you really worried we see minor downside risk from here given the above noted scenario? Human nature says, when things are good they will always be good, when things are bad they will always be bad. Take advantage of that thinking. Reits will not always be bad. I have initiated positions of late and am actively looking for openings and when they present themselves, I will move. Good luck.