I collaborate with Samuel Smith at High Yield Landlord
Background and Philosophy – The Mindset of the “Landlord”
As a former private equity real estate investor who later turned to REIT investing; I take with me the mindset of a “landlord” when I invest in public securities.
In this sense, I seek to adhere by the following investment principles:
- Keep it simple: no complex business models, no high tech, nothing that may be unsustainable, if we don’t understand, we just don’t touch it.
- Income first: we want appreciation, but most importantly we want high and