Source: Cousins Property
The thesis
Lately, I have been studying a lot of U.S. office REITs to come up with the single best investment idea in the sector. Among all of the 21 publicly traded office REITs, Cousins Property (CUZ) is the one providing greatest upside potential with minimal downside risk.
For me, it is becoming more and more important to find REITs that possess:
- secular-tailwinds that allow to easier sustain and grow profits in the long-term,
- rock-solid balance sheets coupled with ample liquidity reserves to allow management to be opportunistic when a