How Benchmark's Kevin Kelly Is Trading Kimco Realty

The video discusses the current market trends, highlighting a shift from buying dips to selling rallies. It emphasizes the defensive nature of Real Estate Investment Trusts (REITs) due to their stable cash flows and mandatory income distribution to shareholders. The speaker presents an investment strategy involving Kimco Realty, focusing on dividends and options for potential returns. The video concludes with an analysis of the retail real estate market, noting a recovery and increased rents due to strategic property management.

What is the current market trend discussed in the video?

• Short selling

• Selling the rallies

• Buying the dips

• Holding steady

Why are REITs considered a defensive investment?

• They have high volatility

• They do not pay dividends

• They distribute 90% of their income to shareholders

• They are not affected by market trends

Which REITs are mentioned as examples in the video?

• Kimco Realty and Simon Property Group

• Kimco Realty and Prologis

• Simon Property Group and Prologis

• Prologis and Realty Income

What is the main strategy discussed for investing in Kimco Realty?

• Investing in mutual funds

• Buying the stock and selling call options

• Short selling the stock

• Buying and holding the stock

What is the expected total return from the Kimco Realty strategy by January?

• 3.5%

• 6.7%

• 1.2%

• 5.0%