Very good opportunity at this point. Very strong management team and has the largest retail exposure, which should continue to do well.

Latest earnings report suggests that the deal is going to go through. Gives about a 20% annualized return to the $42.75 target. There is also a dividend in the near term.

Trading at a discount to its NAV at about 12%-13%. 7% free cash flow yield. Very attractively valued. Likes that it is Wal-Mart's landlord in Canada.

(A Top Pick Feb 8/07. Down 5% including distributions.) Didn't deliver on expectations, largely because of management's inability to flow through good top line results to the bottom line. A lot of potential good things. It's a Buy if management can go through the results. Watch.

(A Top Pick Feb 8/07. Up 2% including distributions.) Still likes. Management has done a great job of anticipating how quickly to move the business online.

(A Top Pick Feb 8/07. Down 9% including distributions.) Yield is more than 11% but should be safe. Generates good growth in cash flows. Stock is off because the movement of drilling rigs is down. The rest of their business is doing well. Still a Buy.

Always seems to be good value and cheaper than its competitors. Have some very interesting assets in Indonesia, etc. where they are generating some good growth. New CEO has come out with a new strategy and direction, which seems to be little more opportunistic at surfacing value.