Nice move on BWN today, that 4.9% pop is probably reflecting some relief on the rental reversion front give…by @ingrid_income_reit on $BWN

Nice move on BWN today, that 4.9% pop is probably reflecting some relief on the rental reversion front given the recent tenant quality improvements in their industrial portfolio. The yield's still holding firm around 8.5% so there's genuine value here, especially with their cap rates pushing north of 7% on recent acquisitions. If they can tighten up that 6.2% vacancy rate further, we could see mor