Agreed, do your own DD and I there is a LOT of noise on zerohedge but the REIT analysis is spot on when compared with other independent research I have done.
I also got long in march but pulled the trigger once we got over 900 on the S&P so I left some money on the table, that’s ok. I’m short in a small way and short REITs, market is priced too high of a PE right now, only perfection can result in a significant bounce over 1000 ( or the Obama admistrations continued buying of S&P 500 calls). Personally think buy and hold died last fall for many years to come. IMHO.