$PLD
Prologis, Inc.$AMT thesis: cell tower REITs in the 5G buildout
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.
Cap rate math: how I evaluate REIT fair value
O at this price: 5.8% yield, monthly dividend, 30 consecutive years of increases. At 14x AFFO, I think risk/reward is compelling for a core holding.
My REIT portfolio breakdown and yield analysis
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.
REIT selloff: opportunity or value trap?
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.
$VICI — gaming REIT with the best tenants in the business
Data center REITs are the AI infrastructure play people sleep on. $DLR and $EQIX have 10-year contracts with hyperscalers who can't build fast enough. Power constraints create a durable moat.
REIT vs rental property — where to put capital?
Data center REITs are the AI infrastructure play people sleep on. $DLR and $EQIX have 10-year contracts with hyperscalers who can't build fast enough. Power constraints create a durable moat.
Why I prefer individual REITs over VNQ
O at this price: 5.8% yield, monthly dividend, 30 consecutive years of increases. At 14x AFFO, I think risk/reward is compelling for a core holding.
Preferred shares of REITs — underrated income play?
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.
$O at 52-week lows — is this a buy?
Data center REITs are the AI infrastructure play people sleep on. $DLR and $EQIX have 10-year contracts with hyperscalers who can't build fast enough. Power constraints create a durable moat.
REIT vs rental property — where to put capital?
Data center REITs are the AI infrastructure play people sleep on. $DLR and $EQIX have 10-year contracts with hyperscalers who can't build fast enough. Power constraints create a durable moat.
$VICI — gaming REIT with the best tenants in the business
Cap rate math: simple tool for avoiding overpaying. The implied cap rate expansion vs current market rates tells you a lot about the risk/reward.
Medical REITs ($MPW, $WELL) — I have opinions
Cap rate math: simple tool for avoiding overpaying. The implied cap rate expansion vs current market rates tells you a lot about the risk/reward.
REIT vs rental property — where to put capital?
Data center REITs are the AI infrastructure play people sleep on. $DLR and $EQIX have 10-year contracts with hyperscalers who can't build fast enough. Power constraints create a durable moat.