No. of Recommendations: 0
I sold the last of my retail REITs earlier today. The sale decision was based on two-thirds the increase in share price for BRX and KIM and one-third the December fall in retail sales.

Many attribute the fall in December retail sales to the government shutdown.

Even though it looks like there will be no second government shutdown, we still have the same bozos running the government and I feel they will again make unwise decisions.

VM - Absolutely no REIT exposure.
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