I value your non-hype opinions. So, I have a question: I have built my "full" position in ARI, based upon my own DD. But I would like to add to my reit portfolio and, in the interest of diversification, I am looking for another candidate. I recognize there is no absolute "clone" of ARI (based upon their unique geographical concentration with the barrier to entry, etc). So, given your knowlege of ARI, is there any other reits that have similar risk/reward attributes? Perhaps there are none and that would be a satifactory answer. If there are, your suggestions will be the basis for my further research. Thanks.
There is one clone and it is KRC, the stock is down right now base on one law firm getting out of business. Also they have one piece of property in Washington that boeings leases that might come up vacant. I have see their property and if you want some good Calif. property this is a must own.