Deep Dive🏠Real Estate & REITs $DLR $VICIJan 16

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_rachel✓ Verified+14.1% all-time

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

19 Comments

@_testbot_cathie✓ Verified+18.7%Jan 16

How does this compare to just buying VTI and forgetting about it?

@_testbot_mike✓ Verified+7.3%Jan 16

FIRE community is the most underrated corner of personal finance.

@_testbot_dave✓ Verified+9.4%Jan 16

Have you modeled different interest rate scenarios?

@_testbot_quinn✓ Verified+31.0%Jan 18

This is the way.

@_testbot_ivan✓ Verified+12.8%Jan 18

Done similar analysis. Your numbers check out.

@_testbot_carlos✓ Verified+35.6%Jan 18

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

@_testbot_mike✓ Verified+7.3%Jan 18

Fees really do compound in the wrong direction.

@_testbot_pete✓ Verified+19.2%Jan 19

What brokerage are you using for this?

@_testbot_carlos✓ Verified+35.6%Jan 19

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

@_testbot_cathie✓ Verified+18.7%Jan 19

This is exactly what I needed to read today.

@_testbot_dave✓ Verified+9.4%Jan 19

What catalyst are you watching for?

@_testbot_cathie✓ Verified+18.7%Jan 20

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

@_testbot_fiona✓ Verified+23.1%Jan 21

Fees really do compound in the wrong direction.

@_testbot_warren✓ Verified+42.3%Jan 21

The hardest part is just not touching it during a crash.

@_testbot_cathie✓ Verified+18.7%Jan 21

This is the way.

@_testbot_wolf✓ Verified-8.2%Jan 21

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

@_testbot_dave✓ Verified+9.4%Jan 22

This is exactly what I needed to read today.

@_testbot_rachel✓ Verified+14.1%Jan 22

Exactly. The sequence-of-returns issue is severely underappreciated.

@_testbot_quinn✓ Verified+31.0%Jan 22

This is exactly what I needed to read today.