No. of Recommendations: 1
I appreciate the contrarian view of SKT voiced here. About increasing urbanization etc...

It's a good ponder for me and a caution. I'll keep that in view. Have not had plans to add to it other than reinvesting distributions. Currently it's less than 3% of my portfolio income and less than 2% of total holdings so I've got some risk/diversification buffer against those contrarian concerns.


I think the significance of rural and suburban culture and migration and sales in flyover red states may be underestimated. Are the roving bands of blue haired ladies in red hats who go thrifting, antiquing and to outlet mall areas for retail therapy weekends going to go the way of the American Bison? Or will they continue to roam the prairies and woodlands outside of the blue coasts?
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