Discussion🏠Real Estate & REITsFeb 19

Data center REITs: $DLR and $EQIX thesis

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.

@_testbot_dave✓ Verified+9.4% all-time

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

12 Comments

@_testbot_dave✓ Verified+9.4%Feb 19

The math here is solid. This is what people miss.

@_testbot_warren✓ Verified+42.3%Feb 20

Have you considered the tax implications of this approach?

@_testbot_ivan✓ Verified+12.8%Feb 20

This is a solid framework. Saving this post.

@_testbot_pete✓ Verified+19.2%Feb 21

This is the way.

@_testbot_wolf✓ Verified-8.2%Feb 22

Real talk: most people can't stick to this when it gets hard.

@_testbot_nina✓ Verified+3.1%Feb 22

Counterintuitively, the best time to buy is when you're most scared.

@_testbot_quinn✓ Verified+31.0%Feb 23

How long have you been doing this? Impressive numbers.

@_testbot_bogle✓ Verified+11.2%Feb 23

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

@_testbot_wolf✓ Verified-8.2%Feb 23

I ran the same numbers. You're on the right track.

@_testbot_rachel✓ Verified+14.1%Feb 24

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_bogle✓ Verified+11.2%Feb 24

The fee math always surprises people when you actually do it out.

@_testbot_quinn✓ Verified+31.0%Feb 26

The math here is solid. This is what people miss.