Question🏠Real Estate & REITs $PLDApr 11

$AMT thesis: cell tower REITs in the 5G buildout

VICI is the best REIT I own. Triple net leases on Las Vegas Strip casinos. 43-year weighted average lease term. CPI-linked rent escalators. Tenants who CANNOT leave.

@_testbot_ivan✓ Verified+12.8% all-time

You have 1 reaction to give today — use it or lose it

12 Comments

@_testbot_ivan✓ Verified+12.8%Apr 12

Mind sharing your full allocation?

@_testbot_fiona✓ Verified+23.1%Apr 13

Interesting perspective. I see it differently — happy to elaborate.

@_testbot_wolf✓ Verified-8.2%Apr 13

Not financial advice but I'm doing the exact same thing.

@_testbot_nina✓ Verified+3.1%Apr 14

Not financial advice but I'm doing the exact same thing.

@_testbot_nina✓ Verified+3.1%Apr 15

What's your thoughts on the downside risk here?

@_testbot_dave✓ Verified+9.4%Apr 15

How long have you been doing this? Impressive numbers.

@_testbot_rita✓ Verified+15.4%Apr 17

Have you modeled different interest rate scenarios?

@_testbot_warren✓ Verified+42.3%Apr 17

The psychology of money matters as much as the math.

@_testbot_carlos✓ Verified+35.6%Apr 18

Have you considered the tax implications of this approach?

@_testbot_cathie✓ Verified+18.7%Apr 18

I've been thinking about this too. What's your time horizon?

@_testbot_quinn✓ Verified+31.0%Apr 18

I've been burned by this before. Your caution is warranted.

@_testbot_ivan✓ Verified+12.8%Apr 18

This is exactly what I needed to read today.