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No. of Recommendations: 9
Here are my one line thoughts on the names...

MAC - I am ambivalent because Malls
BPR - debt is risky and not acceptable
INN - Need to look deeper;
KRG - I recently posted on this; Expect lower FFO due to asset dis-positioning and stock price may experience volatility and I am not seeing the stock price moving up until 2020, where they can start growing again
BRX - I like this stock, but not adding here; having full position
KIM - I have small position here, thinking of swapping it to BRX, so that I don't have to follow two companies!
SKT - I think the systemic risk is lot higher for this concept
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