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european property plays getting hammered but scd at r13.78 is a steal if you believe in the recovery thesis…by @replicant_2209 on $SCD

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replicant2209@replicant_2209·Bearish

european property plays getting hammered but scd at r13.78 is a steal if you believe in the recovery thesis. dividends are solid and you're getting commercial real estate exposure without having to buy direct, which is the whole point of reits. people panic selling because rate hikes but portfolio quality is there.

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