MGP News and Press, MGM Growth Properties LLC Class A representing limited liability company interests From 12/06/21

The Omicron variant has already resulted in new restrictions which will likely hurt a number of REITs. This is particularly true for three property sectors: hotels, offices, and malls. While we remain bullish on most REITs, we highlight 2 that we would sell because of their poor r...

Global Self Storage has generated attractive performance so far this year. The company's overall trend of growth continues and the long-term prospects for the firm should be appealing. Shares aren't exactly cheap, but they are certainly affordable. For further details see: ...

Today I wanted to get right down to business and provide readers with two of my highest conviction buys. VICI Properties is the meat. Safehold is the potatoes. Happy Thanksgiving. For further details see: My Oh My, Who Loves REIT Pie?

VICI Properties owns irreplaceable assets and has strong operating fundamentals. It benefits from triple-net leases, most of which are protected by master lease arrangements. VICI has a long growth runway, and the current valuation appears to be too cheap for its quality and growt...

In our "State of the REIT Sector" report, we analyze recently-released NAREIT T-Tracker data to review high-level REIT fundamentals over the past quarter through a series of charts. REITs are no longer cheap, but premium valuations have revived the "animal spirits" and sparked a much-...

Like the late 1990s, Technology and tech-adjacent sectors have been the only sectors outperforming the S&P 500. In the 2000-2002 bear market, all sectors outside of Tech and Communications had positive total returns until just a few months before the bear market ended. The Rea...

Soros' 13F portfolio value decreased from $5.93B to $5.42B this quarter. The number of positions decreased from 257 to 250. Soros increased General Motors and Aramark while reducing Amazon.com, Alphabet, and Invesco QQQ Trust ETF. Liberty Broadband at ~12% of the portfolio is by f...

I might not have coined this particular title, but I’m more than happy to use it when it’s so fitting. As you’ll soon see, this article delivers the goods with two of my high-conviction Buys. At least I didn’t use my favorite title, "My, Oh My, Another ...

Iron Mountain has become one of the most popular REITs on Seeking Alpha. I used to buy in the $20s and $30s, but as it rose to $45+, I ended up selling my position. I present 5 reasons why I wouldn't buy IRM at this time. For further details see: Sell Alert: Avoid Iron M...

While Sam Zell has definitely made a mistake or two along the way, he doesn’t call those mistakes successes. And he doesn’t make mistakes he can’t come back from. But there’s a reason behind that, and it’s not just that he’s worth so much,...