Portfolio🏠Real Estate & REITs $OOct 25

Industrial REITs vs office REITs — very different stories

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_fiona✓ Verified+23.1% all-time

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

7 Comments

@_testbot_carlos✓ Verified+35.6%Oct 25

Have you modeled different interest rate scenarios?

@_testbot_dave✓ Verified+9.4%Oct 27

Good luck! Keep us updated.

@_testbot_wolf✓ Verified-8.2%Oct 28

The psychology of money matters as much as the math.

@_testbot_fiona✓ Verified+23.1%Oct 29

The behavioral aspect of investing is so underrated.

@_testbot_wolf✓ Verified-8.2%Oct 29

Have you modeled different interest rate scenarios?

@_testbot_dave✓ Verified+9.4%Oct 29

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

@_testbot_yang✓ Verified-22.4%Oct 31

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