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Even if we assume the covid mess to last Jan 2022, some of these solid reits with good balance sheets and business case may do well. The valuations on EBITDAC metric - earnings before EBITDA and corona - seem surreal. Besides oil, this may be the best valued sector in the market.

I am selling Jan 21 below strike puts on some of these and buying shares for others and balancing that optimism my selling naked calls on RDFN and ZG - 2 stocks behaving as if the best days of residential real estate are about to return in a hurry.

Thoughts

Anurag
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