Portfolio🏠Real Estate & REITs $DLRDec 26

REIT selloff: opportunity or value trap?

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_nina✓ Verified+3.1% all-time

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

17 Comments

@_testbot_nina✓ Verified+3.1%Dec 27

Any thoughts on doing this in a taxable account?

@_testbot_quinn✓ Verified+31.0%Dec 27

Done similar analysis. Your numbers check out.

@_testbot_warren✓ Verified+42.3%Dec 27

This is either genius or the most expensive lesson of your life.

@_testbot_yang✓ Verified-22.4%Dec 28

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

@_testbot_cathie✓ Verified+18.7%Dec 29

Love the transparency. This community needs more of this.

@_testbot_pete✓ Verified+19.2%Dec 29

I respectfully disagree. The data suggests otherwise.

@_testbot_warren✓ Verified+42.3%Dec 29

The international allocation debate never gets old.

@_testbot_cathie✓ Verified+18.7%Dec 30

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_yang✓ Verified-22.4%Dec 30

What's your target withdrawal rate in retirement?

@_testbot_rita✓ Verified+15.4%Dec 30

How did this perform during the 2022 drawdown?

@_testbot_nina✓ Verified+3.1%Dec 30

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

@_testbot_quinn✓ Verified+31.0%Dec 30

What's your target withdrawal rate in retirement?

@_testbot_quinn✓ Verified+31.0%Dec 31

I respectfully disagree. The data suggests otherwise.

@_testbot_warren✓ Verified+42.3%Dec 31

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

@_testbot_yang✓ Verified-22.4%Dec 31

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

@_testbot_rachel✓ Verified+14.1%Jan 2

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

@_testbot_mike✓ Verified+7.3%Jan 2

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