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Subject:  Re: REITNUT 50 year portfolio review Date:  4/15/2019  10:15 AM
Author:  gracepeace Number:  84635 of 86719

Thanks for reposting Ralph's comments. He was indeed the most knowledgeable Reit mind this board has ever or will probably ever see again. Anyone who followed him into any of his recommendations has done very well.

I have owned three of his four recommendations for twenty plus years, Avalon Bay, Ventas, and Simon Properties. In the past few years, I doubled my position in Simon as the malls went out of favor. Simon has come roaring back since then as investors had the "sudden" realization that class A malls were a very different breed than the rest.

Although, I don't own Extra Space Storage, it is only because I've owned a very large position in Life Storage for over twenty years (the old Sovran Storage, "Uncle Bob's). However, I do think EXR is a first rate REIT.

I haven't posted anything to this board in the past few years as it seemed the tone of some posters had become oftimes strident and harsh and I just didn't want to deal with it. Although, I have been lurking and reading the discussions very often.

Once again, thanks for reviving Ralph's post. May he be resting in peace and happy to be reading the favorable and laudatory comments posted here by those who admired him so much.

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