Andrew MoffsKimco Realty Corp.KIMHOLDJul 29, 2021

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 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.