Q: Hi there,
I am trying to reduce my exposure to interest rate sensitive REITS and find myself struggling where to reduce my weighting. My weighting has been inching up to close to 24% of my portfolio based on the good performance of a couple of my US holdings. I currently own REI.un, HR.un, AMT.un and BXP.un. I am currently leaning towards reducing REI given the continued good perfomance of both AMT and BXP. Your thoughts?
I am trying to reduce my exposure to interest rate sensitive REITS and find myself struggling where to reduce my weighting. My weighting has been inching up to close to 24% of my portfolio based on the good performance of a couple of my US holdings. I currently own REI.un, HR.un, AMT.un and BXP.un. I am currently leaning towards reducing REI given the continued good perfomance of both AMT and BXP. Your thoughts?