EFTA Document EFTA01388589

18 October 2016 REITs US REIT 3O16 Earnings Preview DLR can follow up on its already reported strong early 3O leasing activity, we think the stock could see a nice near-term move higher. Strip REIT valuations looking better, but Sports Authority optics could be a challenge Last quarter we got less positive on the Strips as valuations had gotten ahead of fundamentals as investors sought the safety of grocery-anchored Strip centers with stable, albeit unexciting internal growth preferred