Dunno but the REITs can get a bit frothy ahead of distributions...

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    Dunno but the REITs can get a bit frothy ahead of distributions so I've taken some profits. Still holding a decent chunk but one only has to look over at SCG to see what happens when yield is around/only 5%.

    Still holding CDP (nominal yield 5.5%ish and it's trading ex), a similar chunk of VCX, similar ABP and some URW.
 
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