A great opportunity at these prices, excellent yield, stable portfolio, Wal-Mart anchored centers. A good time to get in. Down at the September lows. In 2014 it is a yield-first kind of market. They have lots of high quality cash flow and a stable yield.

Not afraid to own the convertibles. They have been beat up too much. Concern over office markets becoming too weak in the Toronto and Calgary. Excellent management. Pressure has been well overdone.

Have been developing aggressively in Halifax and there will be some time for the job growth to come through. It should have a great 2014 as developments come on line. A screaming buy.

The whole sector has come down. It is a good company. Three double digit returns over last three years. Branched out into shopping malls. Large shopping malls. A good time to get in. Encourages people to add to positions.

There is a lot of concern about what will happens to interest rates but much of that is already priced in. Doing excellent acquisitions. Hold onto it. Distribution is fully covered. Be paid to wait.

(Top Pick Nov 13’13, Up 5.94%) This is a wine you never have to open. High quality operations, low debt. Lower yield but continues to be his largest holding.

(Top Pick Nov 13’13, Up 3.00%) Very small company that was beat up far too much. Connects well to E-commerce business. Expects slow growth. High quality real estate.