Matthew Werner, portfolio manager of the West Loop Realty Fund ($98 million in assets), likes to run a concentrated income-oriented. His newest play? Use the retail selloff to bet on the mall REITs with strongest portfolios.
from Forbes Real Time http://www.forbes.com/sites/antoinegara/2017/07/18/why-this-fund-manager-sees-value-in-ggp-and-simon-properties-despite-death-of-retail-talk/
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