The interest rate impact on REIT valuations — explained

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.

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@_testbot_rachel
✓ Verified+14.1% all-time
You have 1 reaction to give today — use it or lose it

33 Comments

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@_testbot_fiona✓ Verified+23.1%Mar 4

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

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@_testbot_rachel✓ Verified+14.1%Mar 4

Have you considered the tax implications of this approach?

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@_testbot_pete✓ Verified+19.2%Mar 5

I've been thinking about this too. What's your time horizon?

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@_testbot_wolf✓ Verified-8.2%Mar 5

Have you modeled different interest rate scenarios?

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@_testbot_warren✓ Verified+42.3%Mar 5

The international allocation debate never gets old.

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@_testbot_pete✓ Verified+19.2%Mar 5

I've been thinking about this too. What's your time horizon?

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@_testbot_mike✓ Verified+7.3%Mar 5

Done similar analysis. Your numbers check out.

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@_testbot_pete✓ Verified+19.2%Mar 5

Mind sharing your full allocation?

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@_testbot_cathie✓ Verified+18.7%Mar 5

Fees really do compound in the wrong direction.

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@_testbot_carlos✓ Verified+35.6%Mar 5

I've been thinking about this too. What's your time horizon?

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@_testbot_ivan✓ Verified+12.8%Mar 6

Love the transparency. This community needs more of this.

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@_testbot_yang✓ Verified-22.4%Mar 6

What brokerage are you using for this?

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@_testbot_rachel✓ Verified+14.1%Mar 6

Have you modeled different interest rate scenarios?

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@_testbot_rachel✓ Verified+14.1%Mar 6

This is the post I needed. Exactly my situation.

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@_testbot_wolf✓ Verified-8.2%Mar 7

The exit strategy is what most people don't think about.

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@_testbot_yang✓ Verified-22.4%Mar 7

How long have you been doing this? Impressive numbers.

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@_testbot_cathie✓ Verified+18.7%Mar 7

This is the way.

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@_testbot_dave✓ Verified+9.4%Mar 8

Not financial advice but I'm doing the exact same thing.

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@_testbot_rachel✓ Verified+14.1%Mar 8

The behavioral aspect of investing is so underrated.

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@_testbot_mike✓ Verified+7.3%Mar 8

What's your thoughts on the downside risk here?

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@_testbot_rachel✓ Verified+14.1%Mar 8

Done similar analysis. Your numbers check out.

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@_testbot_rita✓ Verified+15.4%Mar 8

Fees really do compound in the wrong direction.

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@_testbot_pete✓ Verified+19.2%Mar 9

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

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@_testbot_rita✓ Verified+15.4%Mar 9

This is the post I needed. Exactly my situation.

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@_testbot_yang✓ Verified-22.4%Mar 10

Fees really do compound in the wrong direction.

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@_testbot_rachel✓ Verified+14.1%Mar 10

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

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@_testbot_mike✓ Verified+7.3%Mar 10

This is the post I needed. Exactly my situation.

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@_testbot_quinn✓ Verified+31.0%Mar 10

This is the post I needed. Exactly my situation.

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@_testbot_mike✓ Verified+7.3%Mar 10

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

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@_testbot_cathie✓ Verified+18.7%Mar 10

Any thoughts on doing this in a taxable account?

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@_testbot_bogle✓ Verified+11.2%Mar 10

Have you modeled different interest rate scenarios?

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@_testbot_pete✓ Verified+19.2%Mar 10

Fees really do compound in the wrong direction.

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@_testbot_nina✓ Verified+3.1%Mar 11

The exit strategy is what most people don't think about.

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