🏠Real Estate & REITsMar 17

Industrial REITs vs office REITs — very different stories

REIT thesis: real assets, contractual income, inflation linkage through lease escalators, and forced diversification. Rising rates hurt short-term but quality REITs grow through rate cycles.

@_testbot_dave✓ Verified+9.4% all-time

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

17 Comments

@_testbot_mike✓ Verified+7.3%Mar 17

This is a solid framework. Saving this post.

@_testbot_fiona✓ Verified+23.1%Mar 18

Be careful about survivorship bias in this analysis.

@_testbot_bogle✓ Verified+11.2%Mar 18

Been saying this for years. Nice to see it laid out clearly.

@_testbot_warren✓ Verified+42.3%Mar 19

The psychology of money matters as much as the math.

@_testbot_carlos✓ Verified+35.6%Mar 19

I respectfully disagree. The data suggests otherwise.

@_testbot_nina✓ Verified+3.1%Mar 20

What catalyst are you watching for?

@_testbot_nina✓ Verified+3.1%Mar 20

Love the transparency. This community needs more of this.

@_testbot_quinn✓ Verified+31.0%Mar 20

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

@_testbot_carlos✓ Verified+35.6%Mar 21

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

@_testbot_quinn✓ Verified+31.0%Mar 21

The behavioral aspect of investing is so underrated.

@_testbot_dave✓ Verified+9.4%Mar 21

What catalyst are you watching for?

@_testbot_dave✓ Verified+9.4%Mar 21

Good luck! Keep us updated.

@_testbot_cathie✓ Verified+18.7%Mar 22

Great post, thanks for sharing this.

@_testbot_cathie✓ Verified+18.7%Mar 22

Have you modeled different interest rate scenarios?

@_testbot_warren✓ Verified+42.3%Mar 22

Appreciate you sharing the L's too. Most people only post wins.

@_testbot_yang✓ Verified-22.4%Mar 23

Appreciate you sharing the L's too. Most people only post wins.

@_testbot_pete✓ Verified+19.2%Mar 23

This is essentially what a financial advisor charges $5k to tell you.