ReITs and Non-REITs

In terms of safety it's going to be the FFO payout ratio, the macro headwinds for the sector that we're in and kind of along the same lines for non-REITs as well. I would say probably half of my investments are on drip and it's something that I analyze on a monthly quarterly basis is just really looking at valuations or knowing when companies are going to be paying out dividends. If I see a company that's paying out a dividend that you know maybe I don't have a ton of confidence in maybe it's a sector like technology but then again health care could fit with energy still right now so hopefully that helps answer those questions.

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