I've been adding more recently, but only a little to dilute it. Now I'm waiting too because as you say as long as rates keep going up, it's just bad for the reit industry there's probably still room for a fall. Otherwise $O is such a classic I have and it will definitely be the biggest position still in that sector for me. And then $WPC I also have and I'll be adding there too, but I'm watching for now.
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I've been adding more recently, but only a little to dilute it. Now I'm waiting too because as you say as long as rates keep going up, it's just bad for the reit industry there's probably still room for a fall. Otherwise $O is such a classic I have and it will definitely be the biggest position still in that sector for me. And then $WPC I also have and I'll be adding there too, but I'm watching for now.