Probably should clarify, its my biggest holding @ 3.84% :-] I’m...

Probably should clarify, its my biggest holding @ 3.84% :-] I’m very diversified atm, this & other property based investments take up just over 10%
I get the fear around commercial property, rates, inflation, recession but most of thats baked in
If I buy bonds like all the talking heads suggest the principal is continually losing buying power while hard assets along with the value of its debt should ultimately benefit
Given TOT & HPI sp reflects market pessimism {a cashed up}TGP sp meaningfully further extrapolating this discount feels way overdone
If Mr {or Ms or whatever the proper pronoun} market keeps selling this down I’ll keep buying it