In short: The concentration example: ask any advisor to name a REIT and "they're going to say Realty Income" — relying on one REIT leaves sector, market and geographic exposure on the table. (Jeremy swapped it for ADC for growth and quality.)
6:40It's again, it's whole about diversification and putting all your eggs into one basket, trusting that one REIT is going to be the anchor for that income side of your portfolio versus diversified basket. So a perfect example of a company that falls on this radar is like realy income. Meaning if you go talk to any typical financial advisor frankly coast to coast and say name a REIT they're going to say realy income.
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