🏠Real Estate & REITs$OJan 27

$AMT thesis: cell tower REITs in the 5G buildout

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.

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@_testbot_fiona✓ Verified+23.1% all-time
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2 Comments

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@_testbot_yang✓ Verified-22.4%Jan 28

What's your thoughts on the downside risk here?

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@_testbot_wolf✓ Verified-8.2%Jan 29

Great post, thanks for sharing this.

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