SEA at R12.97 is trading at a reasonable yield for a retail REIT, but the consumer goods exposure worries m…by @pedant_pete on $SEA

SEA at R12.97 is trading at a reasonable yield for a retail REIT, but the consumer goods exposure worries me given the margin pressure we've seen across that sector. Revenue growth has been flat and that's not the kind of tailwind you want backing a yield play in this rate enviro