•
Commercial/Office
•
Industrial
•
Healthcare
•
Hospitality
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Retail
It depends on your risk appetite and your view of the COVID situation. If you think that COVID is over and all is good, retail should start to improve. Hospitality will take a longer while. And if you are more cautious and will like to wait for the vaccine, you should look at MUST with our long WALE of 5.7 years, high occupancy of 96.2% with only 3.4% leases due this year and 5.7% due next year. So the downside is really the minimal leases due this year and next. A key difference is also tenants are not allowed to break leases unless they are bankrupted :)
•
Commercial/Office
•
Industrial
•
Healthcare
•
Hospitality
•
Retail
It depends on your risk appetite and your view of the COVID situation. If you think that COVID is over and all is good, retail should start to improve. Hospitality will take a longer while. And if you are more cautious and will like to wait for the vaccine, you should look at MUST with our long WALE of 5.7 years, high occupancy of 96.2% with only 3.4% leases due this year and 5.7% due next year. So the downside is really the minimal leases due this year and next. A key difference is also tenants are not allowed to break leases unless they are bankrupted :)