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Slide 1: Portfolio Company Review: Buy and Sell ThesisBased on the company that in the portfolio should we hold or sell or buy and if so why?Slide 2: Portfolio Company Review: Gaps/Over-concentrationwhat are the gaps and over-concentration in the companies we have within the industry (retail)These are the companies:1- Realty Income Corp2- AmeriCold Realty Trust 3- Kimco Realty Corp4- Store Capital Corp 5- National Retail Properties, Inc.6- Simon Property Group Inc


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