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Industry Discussions / Real Estate Inv. Trusts: REITs


Subject:  Re: nosey missash would like to know Date:  4/1/2002  7:44 PM
Author:  Relmhill Number:  12818 of 86821

I reduced my position in Developers Diversified (DDR), which I had overweighted in 1999 when it was out of favor. This defensive sector seems to have had a good run.

I increased my position in Home Properties (HME) from a small position to slightly overweight. I like the niche that this company serves and the management's execution.
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