- Sometimes, a stock which is overpriced on an absolute basis may be attractively priced relative to other names in one's portfolio.
- I recently took a look at American Homes 4 Rent, one of the few publicly-listed options investors have, to gain exposure to the single-family rental space.
- While the stock is trading close to all-time highs, I concluded that it was a better fit for my income investing needs going forward than other positions I was holding.
- As such, I swapped my shares in Gladstone Land for a more-or-less equally sized position in American Homes 4 Rent.
For further details see:
American Homes 4 Rent Is A (Relative) Bargain