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Summary Real estate investment trusts are a category all unto themselves, offering a safe and uncomplicated way to buy and own real estate. I can trust (the right) real estate investment trusts. They’ve made me a lot of money over the past 10+ years. These three blue-ch...
Summary REITs are down heavily due to worries about rising interest rates. We believe the fears are overblown and explain why. I highlight a few opportunities. REITs ( VNQ ) have dropped a lot lately. They're down 28% year-to-date and this is largely because inve...
Summary There has been a divergence between growth and value this year, and growth has massively underperformed compared to value. Many growth REITs have sold off more heavily than the average REIT this year, despite having higher quality assets and balance sheets. We discuss ...
Summary Most investors focus on the wrong risks. They focus on how rising interest rates may impact REIT profitability. Instead, they should focus on how it may impact their asset values. We present how this leads to risks but also opportunities. REITs are down 30% y...
Summary You need income, I have answers on where to find it. I fund-amentally think that you can live on dividends alone. We look at yields up to 12%, as we examine two excellent CEFs. Co-produced with Treading Softly When it comes to retirement planning, the...
Summary U.S. equity markets extended a two-week rebound since hitting two-year lows earlier this month as a mixed slate of corporate earnings reports and lukewarm economic data revived "soft landing" hopes. Posting its strongest two-week advance since the initial COVID vaccine rol...
Some companies are often good indicators of the overall health of the economy. For example, large retailers can often signal the strength of consumer spending, which is the biggest component of gross domestic product (GDP). Although it's not a retailer, Prologis (NYSE: PLD) is anoth...
Summary I used to be a big proponent of rental investing. But I am not anymore. I think that the risk-to-reward of most rental properties is poor and there is a better approach to investing in real estate. Rental properties are some of the popular investments of indi...
Summary There is a good bit of confusion as to how inflation and interest rates affect real estate. To cut through this confusion, we look at underlying economic mechanisms to form a causal chain. Each of these macro forces inevitably leads to rental rate growth. I h...
Summary REXR delivered monstrous growth and has provided transparency for extreme growth to continue for years. Share prices plunged, but NAV did not plunge. Cap rates are higher, but NOI is also growing rapidly. The best answer to higher cap rates is more NOI. We believe ...
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2024-07-27 05:15:00 ET Prologis (NYSE: PLD) is the largest publicly traded real estate investment trust (REIT). It operates 1.2 billion square feet of warehouse space across several global markets. It's one of the biggest players in global trade (2.8% of global GDP flows throu...
2024-07-21 08:21:00 ET Wall Street is an emotional place, with stocks often going to extremes on the upside and the downside. Sure, over the long term, the market is rather efficient, but it usually has to go through some pretty wild gyrations to get there. That's why market downturns can b...
2024-07-18 13:10:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...