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The largest REIT, period. 80% in NA, most concentrated in the US. Great entry point is ~$100. Low 5% implied cap rate. Risk, because it's the global player, if you're concerned about a global trade slowdown. Great company. Impressive management team and platform. Develops and sells data centres, but in future may retain them instead.

Industrial warehouse, focused in US. Small-format industrial in US Sunbelt, which has population growth. Will benefit from e-commerce trends. Less susceptible to larger global trade, as well as to increased supply in the large-format industrial warehouse space.

Good assets. Headwinds: 1) MG is its largest tenant (at over 25% exposure), 2) midwest focus in US, where new supply has come on, so it's having a tough time filling up vacancies. Wait for a better entry point.

Likes the space. Diversified assets globally. Capital allocation decisions caught up to them, and stock dropped in 2022. Liquidity crunch, management shakeup, new CEO set to retire. Attractive yield is in question. If you want safety, this isn't it.

Focused on LTC in Ontario, also a home healthcare business just in Ontario (which forms 50% of the business). No longer in retirement homes. If you own it, you've done well; continue to hold and collect the yield now south of 4%. If you have strong view of the home healthcare business, you could dip in at a better entry point.

After a successful IPO, has since traded at material discount to NAV. Management is trying to close the gap, buying back units in the REIT (a bullish indicator). Definitely more upside than down, but operating environment is a lot tougher today. Not for the faint of heart, but you can continue to hold and watch for the NAV gap to close.

Tilts more to the luxury side, facing increased competition in Toronto from new supply.

Focused on assets in US. Has never traded above its IPO price. Pursuing strategic alternatives; if you own it, see how those go.

Pre-eminent portfolio in the space. Necessity-based real estate in Canada's urban centres, with half in Toronto. Already owns future development space. Near peak occupancy, so there's potential for positive inflection in retail rents. Good growth prospects, at 25% discount to NAV. Yield is 5.14%.

Affordable + non-regulated. So when inflation hurts its operating expenses, it can raise rents. Alberta's enjoying above-average population growth. Market's overly concerned about economic impact on Albertans. Yield is 2.44%.

Can't think of a better defensive class than manufactured communities. Homeowner pays land rent to the REIT, yet still has to pay to maintain their home. Typically seen in retirement communities. Never a year of negative net operating income growth. Lots of upside from its discount to NAV. Yield is 2.89%.

Tailwinds: no tariffs on US banks and they will be less regulated by Trump. Today, Morgan Stanley said WFC could be a huge winner with less regulation: better loan growth, trading revenues and lower expenses. He's bullish.

With regulation ahead, it's now more likely that their deal with Discover Financial will finally close--it's been taking forever. If so, COF could go up 25 points. No matter what, COF will be fine.

Everything about this economy is good, except one thing: the president who is angry at everything except Putin (maybe him too) and his wrath has made investors so negative that they want nothing to do with stocks, sure that Trump will keep issuing tariffs that wipe out our wealth. April 2 could be liberation day when US investors are liberated if Trump gets his tariffs out of the way. Maybe.

The chart shows a head and shoulders formation. It's a great, worldwide company that's done many things right. Is up only 5% this year. He likes subscription models.

Is up 10% in the past month. Don't chase a red hot stock, but let it come in a bit (lower). Every time this spikes, it goes down. It's best of breed.