I so totally agree. There is huge opportunity in mREIT and BCD for the patient investor. Once the unemployment rate clicks up again next month from people returning to the jobs market, any talk of the fed tightening any time soon will be history.
Then add to that the long overdue correction looking like it might be starting and the opportunity could be huge. But do stick with companies that are in position to pay out what they currently yield. And for that I am looking more BCD than mREIT