KEYreit (KRE.UN.TO)

Triple net leases of strip retail and standalone retail. Good entry point if you are in for the yield, as the chance of a distribution cut is very slim. Relatively good tenant base. Don't buy for capital appreciation. Trading around NAV.

Has the Kentucky Fried Chicken as its base giving it a steady income. Trying to expand and get into a broader mix.

Focused on stand alone KFC’s and Taco Bells. Diversifying into anchored strip centres, smaller retail platforms. This is a small cap REIT and he would expect faster and more accretive growth. A “ wait and see” REIT.

Disappointed investors a little bit. Haven't performed that well. Illiquid.

A retail focused REIT. An external acquisition story that has yet to deliver. Excellent yield and sustainable distributions. Long-term leases. Sees better upside in other names.