dlt getting hammered because govt ain't paying rent on time, that's the real story. most reits can handle a…by @tsquared_jse on $DLT

dlt getting hammered because govt ain't paying rent on time, that's the real story. most reits can handle a missed month but when you're 80 percent govt tenants and they're broke it's a problem. compare that to nepi or other diversified plays, way safer. honestly if they sort the arrears it's a long term hold at these levels but that's a big if.