REG - Predicting Rain Doesn't Count Building Arks Does

2024-05-09 07:00:00 ET

Summary

• Warren Buffett's "ark" analogy for investing is supported by Howard Marks, who emphasizes the importance of dealing with risk in investing.
• Blue-chip REITs, such as Regency Centers, NNN REIT, and Prologis, are recommended for their quality, dependability, and steady performance.
• These REITs have high-quality portfolios, strong balance sheets, and a history of increasing cash flows and dividends. They provide stability and income in uncertain times.

I just posted this Warren Buffett quote on X:

I’m sure most of you are familiar with Noah’s Ark.

It’s the Bible story where God tells a man named Noah to build an enormous boat to house him, his family, and two of every animal.

A catastrophic flood was coming, you see, and it would otherwise be impossible to live through it.

Noah saw (or heard) the signs and acted on them. And in so doing, he not only survived the world-changing event, but he also thrived after it.

This makes his story both a cautionary tale and an encouraging one. For those who prepare appropriately, the picture can be promising.

Because it is possible to prepare for the majority of economic scenarios. Better yet, you don’t have to be Warren Buffett, the “Oracle of Omaha,” to do it....

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