MGP News and Press, MGM Growth Properties LLC Class A representing limited liability company interests From 10/22/21

There is little arb opportunity left in the MGP-VICI deal but also low risk of it falling through. Owning MGP now will get you VICI at a 1.6% discount and a slightly higher dividend before the merger closes. The combined REIT will own one-of-a-kind properties on the Las Vegas Stri...

Real estate earnings season kicks off this week. We'll see results from more than 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies over the next month. REITs enter third-quarter earnings season as the second-best-performing asset class this year with total...

This high yield REIT portfolio is designed to outperform the market. We have hand selected the strongest individual stocks across a wide array of property types. Our approach uses a combination of value, growth and quality parameters to discern the stocks with the most favorable o...

The REIT market sold off recently due to fears of rising interest rates. We think that this is a buying opportunity. Historically, REITs sell-off leading to rate hikes, but quickly recover thereafter. We highlight two of our top picks to buy the dip. For further details see:...

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Champion, Contender, An...

U.S. equity markets bounced back following the worst week since February as relief over a last-minute compromise to raise the debt ceiling offset disappointment over another weaker-than-expected employment report. After flirting with "correction territory" earlier in the week, the S&a...

Our appeal for net-lease REITs is correlated to intense WACC spreads and strong growth profiles. Some of them should be clear winners should Delta concerns continue to linger. Our iREIT Screening Tracker provides us with a good visual of seven individual net-lease REITs' relative ...

Monthly update of the Dividend Champions List. 37 companies declared higher dividends in the past month, with an average increase of 6.58% over their previous payouts. One new Challenger. For further details see: Dividend Champions For October 2021

I’m beginning work on a new book later this year titled The Greatest Real Estate Investors of All Time. One of my primary objectives in it is to uncover the secrets of real estate titans. In that regard, it’s very much like The Millionaire Next Door. Written more tha...

The market suffered a mini sell-off due to the Evergrande fears. During times of uncertainty, we like to buy net lease REITs because their performance is mostly detached from the broader economy. We're buying the dip. Here are two REITs that we bought recently. For further d...