Irish Residential Properties REIT (IRES-IR)

(A Top Pick Jan 28/21, Up 20%) Focused in the Dublin apartment market which has increasing numbers of workers in the tech field. It is the largest landlord in the tech jobs area. Limited supply rentals and high demand. Price is discounted.

(A Top Pick Sep 29/20, Up 16%) It is controlled by a Canadian entity, Canadian Apartment REIT, but they won't be managing it next year. It is a bit of a tech hub.

Focused on Dublin market, where there's a severe shortage of housing. Ireland is one of the winners of Brexit, as well as being a tech hub. Trades at big discount to NAV. Nice company, nice growth. Yield is 3.90%. (Analysts’ price target is $1.52)

Price target: 1.57 pounds Dublin becoming a tech hub and there's a housing shortage, so rents have been doubling there where North America has rent control. CAP REIT formed this years ago. Ireland has been a tax haven for foreign tech companies, so Ireland should benefit when these foreign workers return here.