CQR 1.79% $3.42 charter hall retail reit

yes… I had an urge this am to slightly reduce REITs because l...

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    yes… I had an urge this am to slightly reduce REITs because l was fairly sure we would overshoot… l resisted the urge.

    sure enough the rate was .2 higher than forecast. Again l thought about reducing some of CQR (l still am showing profit on this) but l didn’t act.

    PCI (similar to KKC) is very green (with rates?) while overall l am still near .2% higher than index today… dunno.

    at the end of the day matching index is what matters? Still it maybe a different story tomorrow after shares go Ex..

    sure enough they will lift rates the bananas talking about cuts this year (always looked like rubbish).

    - my opinions only not advice
 
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