Prepare two slides based on companies on the portfolio.

Slide 1: Portfolio Company Review: Buy and Sell Thesis

Based on the company that in the portfolio should we hold or sell or buy and if so why?

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Slide 2: Portfolio Company Review: Gaps/Over-concentration

what are the gaps and over-concentration in the companies we have within the industry (retail)

These are the companies:

(retial)

1- Realty Income Corp

2- AmeriCold Realty Trust

3- Kimco Realty Corp

4- Store Capital Corp

5- National Retail Properties, Inc.

6- Simon Property Group Inc

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