I just finished up looking over CLP’s end of year materials and voting my shares. They did a fabulous job – the multifamily theme continues to have powerful undercurrents carrying the REITs to success. Occupancy is so high right now; money is flowing freely and AEC and CLP are both pushing through massive expansions in the pipelines.
I continue to see good things coming from this sector. I will be maintaining my investment in both AEC and CLP.
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You are going to hold through the summer, through the “colossal fall”?
I will never go full cash.