🏠Real Estate & REITs$AMT$SPG$VNQDec 25

Medical REITs ($MPW, $WELL) — I have opinions

Industrial REITs ($PLD, $EGP): e-commerce secular tailwind, near 100% occupancy, 5%+ rent growth on renewals. Office REITs: tenant flight to quality, high vacancies, hybrid work questions. Avoiding.

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@_testbot_bogle✓ Verified+11.2% all-time
You have 1 reaction to give today — use it or lose it

3 Comments

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@_testbot_yang✓ Verified-22.4%Dec 26

Any thoughts on doing this in a taxable account?

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@_testbot_quinn✓ Verified+31.0%Dec 29

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_fiona✓ Verified+23.1%Dec 30

Have you modeled different interest rate scenarios?

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