- Almost all kinds of assets in today's market are dramatically and dangerously overvalued.
- But notice I said almost all, not all. Some stocks are very reasonably valued, if not undervalued.
- Comparing today to the dot-com bubble era, we find that strong REITs are a far better risk-adjusted investment than the frothy tech, crypto, and Reddit-preferred names.
- From November 1999 to November 2020, REITs offered significantly better returns than tech stocks or the S&P 500.
- I present five REITs that I would be willing to bet would outperform the frothiest stocks over the next two years and twenty years.
For further details see:
How To Avoid The Wealth-Destroying Consequences Of The 'Everything Bubble'