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DD
Daniela Duong
@danieladuong · May 25

How do you see it with REITs? In general, real estate is expected to go down. Theoretically, then even companies like Realty Income $O could go down a few % and it was a nice time to add as well.

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BC

I'm not shopping yet. However, if prices go down, I would like to buy $O.

DD

I'm hoping they'll go and then I'll buy

RR

I'm still sitting on my hands here. We'll go down again. Then I'd choose between $WPC, $O, $PSA.

DD

Great. Me too so far:)

BG

It would be great, I would like to add reits to the portfolio, a discount would be appreciated.

DD

Let's hope so :)

MD

I'll also be happy to buy in if it goes down $O and then I'm thinking about $VICI, but at the same time I'm holding $WPC and $MPW and those are also reits, so I'm wondering if I don't have enough already? 🤦‍♂️😁

DD

In the long run, I believe in real estate. For me, along with the technology sector, it is the top. So if it does not make up 90% of the portfolio and the price is very favorable, there is no reason to hesitate:)

AA

Real estate could get cheaper, but it's very tricky. If they go up, it would only be for a short while and then they have to go up again - logically. Housing is scarce, little is being built and space is limited. Today's prices are out of whack, but it will be something we will have to get used to. If it sends down say $O, I'll be happy to overbuy👍.

DD

I'm hoping in the year just:) but I don't expect any big drop

JB

Well, if there are problems in the sector, it will probably be like the banks at first, sell-offs. I'd like to buy $O cheaper.

DD

I think so too, so hopefully it will be on the overbuy:)

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