Bull & Bear are discussing a slightly lesser-known long income alternative to traditional sale & leaseback deals that form part of many long income funds - income strips.
Bull is initially apprehensive. He thinks they are fundamentally a bit boring and has worries about inflation outpacing market rental growth.
Bear persuades him that given prevailing market conditions, income is king, and the sizeable margins over gilts makes long income products an attractive alternative to active property right now.
Bull & Bear are having a week off next weekend for Half Term and will return on the 2nd November.
Have a good Sunday.