Q: Good morning - what would be your choices in the real estate and consumer defensive sectors at this time ( for long term holds)? I am concerned about the near term future for retail real estate ( i had a long career in retail realty) as well as for the longer term of office realty. Apartments and Industrial look more appealing and I currently hold IIP, Dream Industrial. Add more, or diversify, maybe to Granite? I have very little in Consumer Defensive. As always, thanks.
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