AWP didn’t use leverage and they cut their divy big time. The good news is when you are down 80%+, it really doesn’t matter.

I didnt mean you could throw darts, you obviously gotta be selective

Unfortunately, this was not a dart throw. Global REITs were supposed to offer diversification and this was kicking off a great yield for a while. Long story short - I own the pig and the divy cut was not unexpected. ETJ is the only one that has held up that I own.

short treasuries - your clients will be up 100% in the next 24 months.