GOOD - Picking A Winner In Net Lease REITs

• It's hard to say whether Net Lease REITs will outperform or underperform the market this year.
• With average dividend Yields 219 basis points higher than the average REIT (5.02% versus 2.83%), net lease REITs are particularly attractive for Yield-focused investors.
• On the other hand, not only does inflation erode the value of the dividend stream, but Net Lease REITs don't hedge against inflation very well.
• Net Lease REITs tend to be a slow-growing sector, compared to other types of REITs.
• It may seem counterintuitive, or even foolish, to emphasize growth in choosing a Net Lease REIT, since these are typically income plays, but that is exactly what I do in this article, with a surprising result.

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