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Harvey Hanerfeld's avatar

Cannabis is reviled----worth holding your nose and taking a look---institions can't/won't buy it---and historic holders are exhausted and dejected.......

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Cyclical Value Investing's avatar

On REITs, industrial REIT can be pretty good for playing a reshoring strategy, and less dependent on work from home no staying a thing

offices REITs for me is too high risk, yes recession might forced workers back in office, but will also make demand for office space lower, so it's kinda a lose-lose situation to me.

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