04-22-2020, 03:37 PM
While I hold a full position in O at a good price level, I think REITs are going to be rough as we enter the new economy. Do not think it is lost on businesses that they can drastically reduce their brick and mortar operations and nary miss a beat.
There is going to be huge pressure on commercial and retail real estate values going forward.
There is going to be huge pressure on commercial and retail real estate values going forward.