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Great article! Thanks for bringing this company onto my radar screen. I've actually been searching for more quality industrial REITs out there.
Nov 10 07:55 am
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All Comments by H.J. Huneycutt »First Industrial: Contrarian Long Idea Ready to Join the Rally [View article]
I agree with you on the falling USD. Manufacturing could get a surprise boost from this, which means industrial REITs (often neglected when compared to their commercial peers) might be one of the better places to stash money right now; particularly when you consider the discounts the market is putting on them still. I'm long on DCT right now, as well.
As a random aside, I see you went to Darden. I'm planning on applying to their MBA program in the next couple of months.