PFF - 5 Misconceptions Help You Lose Money In Real Estate

• Inflationary expectations are cooling off as we predicted a few months ago. The current environment is favorable: reopening + low rates + fairly steady inflation expectations. Delta remains a risk.
• Rent collection levels were extremely strong, as Hoya Capital recently noted. Several REITs raised guidance, though most increases were small (which is normal for net lease).
• WPC's payout ratio looks similar to GNL, but it isn't. We'll demonstrate.
• After some underperformance compared to peers, FCPT looks attractive.

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