sitoxMost of you here on Seeking Alpha know me as a REIT analyst (VNQ). That's my main circle of competence and it is also where most of my capital is going.  But I also invest in other sectors of the market.  Diversification is the only "free lunch" that the market has to offer and I don't want to miss out on it.  My non-REIT investments are typically companies that are still somehow related to real estate since that's what I know best.  Below, I highlight two of my favorite non-REIT stock investments  ...