Kimco Realty Corp. (KIM)

A defensive name. Is a REIT that owns strip malls and mixed-use properties. Yields 4%.

Pays a 5.1% dividend. They recently reported a beat and raise their full-year funds from operation forecast. But shares have been drifting lower. A buying opportunity now.

They beat estimates and raised their full-year forecast in funds from operation per share, and net operating income growth also strong. The report shows momentum. They pay a 4.6% dividend.

One of the oldest, largest shopping centre REITs in the US. Young, energetic management team focused on redevelopment. Likes the grocery anchor-shopping centre space. More value in other stocks, particularly in Canada with REI.UN or FCR.UN. You can keep owning it for the safe dividend.

One of the few infrastructure companies in the US that is not a Master Limited Partnership, which has negative tax implications for Canadian investors. This is a way you can be invested in energy infrastructure. Behaving extremely well and is within a whisper of its all-time high. Reduced his exposure by about a 3^rd because people psychologically could be less favourable because it is attached to energy. Has a little over 4% yield.

Work with REI.UN-T in a JV. The largest landlord for shopping centers in the US. Their focus over the last few years has been shedding non-core assets. They are 60-70% of the way through simplifying their business. Demand for their properties is starting to pick up. Is turning into a very high quality business.