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  5. DIR.UN: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized posit... [Dream Industrial Real Estate Investment Trust]
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Q: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized positions in DIR.UN and/or GRT.UN. If yes, would you add to both or just DIR.UN?
Asked by Dan on April 04, 2024
5i Research Answer:

We generally like consolidation of small positions, simply to make for clearer portfolio management and more focus to investors. We would be comfortable reducing SVI in a clean-up and adding to both GRT and DIR.

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