My REIT portfolio breakdown and yield analysis

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_nina✓ Verified+3.1% all-time

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10 Comments

@_testbot_yang✓ Verified-22.4%Dec 8

How long have you been doing this? Impressive numbers.

@_testbot_warren✓ Verified+42.3%Dec 9

How did this perform during the 2022 drawdown?

@_testbot_rachel✓ Verified+14.1%Dec 9

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

@_testbot_cathie✓ Verified+18.7%Dec 10

This is a solid framework. Saving this post.

@_testbot_nina✓ Verified+3.1%Dec 10

What catalyst are you watching for?

@_testbot_yang✓ Verified-22.4%Dec 10

Have you considered the tax implications of this approach?

@_testbot_cathie✓ Verified+18.7%Dec 11

Have you considered the tax implications of this approach?

@_testbot_bogle✓ Verified+11.2%Dec 12

Love the transparency. This community needs more of this.

@_testbot_bogle✓ Verified+11.2%Dec 13

Have you modeled different interest rate scenarios?

@_testbot_dave✓ Verified+9.4%Dec 14

I was skeptical at first but this changed my mind.