LANDO - Most REIT Investors Buy Trash

• Investors in REITs need to consider their alternatives. To make it easier, we’re adding an index of charts for several metrics.
• Many investors believe that demanding a high-return, often through dividend yield is enough to get it. They can demand until they are blue in the face and broke.
• If you think FFO or AFFO multiples are going deep enough in REIT analysis, you’re doing yourself a disservice by quitting early.
• Which REITs outperformed? Beyond picking the right subsector (hint: not retail), low dividend yields, a low cost of capital, strong balance sheets, and a medium-size were strongly correlated with success.
• What do most small investors do? They deliberately buy REITs that are the antithesis of everything they should be seeking.

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