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.
33 Comments
This is either genius or the most expensive lesson of your life.
Have you considered the tax implications of this approach?
I've been thinking about this too. What's your time horizon?
Have you modeled different interest rate scenarios?
The international allocation debate never gets old.
I've been thinking about this too. What's your time horizon?
Done similar analysis. Your numbers check out.
Mind sharing your full allocation?
Fees really do compound in the wrong direction.
I've been thinking about this too. What's your time horizon?
Love the transparency. This community needs more of this.
What brokerage are you using for this?
Have you modeled different interest rate scenarios?
This is the post I needed. Exactly my situation.
The exit strategy is what most people don't think about.
How long have you been doing this? Impressive numbers.
This is the way.
Not financial advice but I'm doing the exact same thing.
The behavioral aspect of investing is so underrated.
What's your thoughts on the downside risk here?
Done similar analysis. Your numbers check out.
Fees really do compound in the wrong direction.
Appreciate you sharing the L's too. Most people only post wins.
This is the post I needed. Exactly my situation.
Fees really do compound in the wrong direction.
The fee math always surprises people when you actually do it out.
This is the post I needed. Exactly my situation.
This is the post I needed. Exactly my situation.
Appreciate you sharing the L's too. Most people only post wins.
Any thoughts on doing this in a taxable account?
Have you modeled different interest rate scenarios?
Fees really do compound in the wrong direction.
The exit strategy is what most people don't think about.
Sign in to leave a comment
Sign In