NeutralAMTAmerican TowerAmerican TowerADCAgree RealtyAgree RealtyAGNCAGNC InvestmentAGNC InvestmentAREAlexandria Real EstateAlexandria Real EstateCCICrown CastleCrown CastleCOLDAmericold Realty TrustAmericold Realty TrustDLRDigital Realty TrustDigital Realty TrustDOCHealthpeak PropertiesHealthpeak PropertiesEGPEastGroup PropertiesEastGroup PropertiesEPRTEssential PropertiesEssential PropertiesEQIXEquinixEquinixHSTHost Hotels & ResortsHost Hotels & ResortsIRMIron MountainIron MountainLINELineageLineageOHIOmega Healthcare InvtsOmega Healthcare InvtsPLDPrologisPrologisREXRRexford Industrial RealtyRexford Industrial RealtyTRNOTerreno RealtyTerreno Realty

3d ago on

Portfolio Weekly Summary - Nov 2, 2026 to Nov 6, 2026 Transactions Added: $CHCT $IRM Reduced: $ARE $DLR Exited: $APLE $BHR Portfolio Performance Weekly: +0.68% Total return YTD: +4.98% Total return since inception (Feb 2022): +9.10% (1.93% annualized) Forward dividend yield: 5.53% Number of Holdings: 44 Top 30 Holdings 1. O 10.3% 2. EQIX 8.3% 3. ARE 6.3% 4. IRM 6.2% 5. PLD 5.9% 6. LTC 5.7% 7. CCI 5.2% 8. AMT 4.0% 9. NHP 3.6% 10. ADC 3.3% 11. REXR 3.1% 12. DLR 3.0% 13. OHI 3.0% 14. SPG 2.7% 15. EPRT 2.3% 16. AGNC 2.3% 17. IIPR 2.1% 18. HST 2.0% 19. MPT 1.9% 20. LINE 1.8% 21. GOOD 1.8% 22. CHCT 1.7% 23. TRNO 1.5% 24. DOC 1.2% 25. EGP 1.1% 26. BXDC 1.1% 27. COLD 1.1% 28. HR 1.1% 29. XRN 0.9% 30. STWD 0.7%

AMTAmerican TowerBullishAmerican TowerCCICrown CastleBullishCrown CastleADCAgree RealtyNeutralAgree RealtyAGNCAGNC InvestmentNeutralAGNC InvestmentCOLDAmericold Realty TrustNeutralAmericold Realty TrustDLRDigital Realty TrustNeutralDigital Realty TrustDOCHealthpeak PropertiesNeutralHealthpeak PropertiesEGPEastGroup PropertiesNeutralEastGroup PropertiesEPRTEssential PropertiesNeutralEssential PropertiesEQIXEquinixNeutralEquinixHSTHost Hotels & ResortsNeutralHost Hotels & ResortsIRMIron MountainNeutralIron MountainLINELineageNeutralLineageOHIOmega Healthcare InvtsNeutralOmega Healthcare InvtsPLDPrologisNeutralPrologisREXRRexford Industrial RealtyNeutralRexford Industrial RealtySBACSBA CommunicationsNeutralSBA CommunicationsTRNOTerreno RealtyNeutralTerreno Realty

1w ago on

Portfolio Weekly Summary - Oct 26, 2026 to Oct 30, 2026 Transactions Initiated: $BHR Added: $AMT $CCI Exited: $SBAC Dividend received: DOC, GOOD, LTC, RC Portfolio Performance Weekly: +0.07% Total return YTD: +4.20% Total return since inception (Feb 2022): +8.36% (1.78% annualized) Forward dividend yield: 5.74% Number of Holdings: 46 Top 30 Holdings 1. O 9.9% 2. EQIX 8.2% 3. ARE 6.0% 4. PLD 5.9% 5. LTC 5.7% 6. IRM 5.4% 7. CCI 5.1% 8. DLR 4.2% 9. AMT 3.9% 10. NHP 3.5% 11. ADC 3.1% 12. REXR 3.1% 13. OHI 2.9% 14. SPG 2.5% 15. MPT 2.3% 16. AGNC 2.2% 17. EPRT 2.2% 18. HST 2.0% 19. IIPR 2.0% 20. GOOD 2.0% 21. LINE 1.7% 22. TRNO 1.5% 23. CHCT 1.2% 24. EGP 1.1% 25. DOC 1.1% 26. BXDC 1.1% 27. HR 1.1% 28. COLD 1.0% 29. XRN 0.9% 30. BHR 0.8%

NeutralAMTAmerican TowerAmerican TowerADCAgree RealtyAgree RealtyAGNCAGNC InvestmentAGNC InvestmentAREAlexandria Real EstateAlexandria Real EstateCCICrown CastleCrown CastleCOLDAmericold Realty TrustAmericold Realty TrustDLRDigital Realty TrustDigital Realty TrustDOCHealthpeak PropertiesHealthpeak PropertiesEGPEastGroup PropertiesEastGroup PropertiesEPRTEssential PropertiesEssential PropertiesEQIXEquinixEquinixHSTHost Hotels & ResortsHost Hotels & ResortsIRMIron MountainIron MountainLINELineageLineageOHIOmega Healthcare InvtsOmega Healthcare InvtsOUTOutfront MediaOutfront MediaPEBPebblebrook HotelPebblebrook HotelPLDPrologisPrologisREXRRexford Industrial RealtyRexford Industrial RealtySBACSBA CommunicationsSBA CommunicationsTRNOTerreno RealtyTerreno Realty

2w ago on

Portfolio Weekly Summary - Oct 19, 2026 to Oct 23, 2026 Transactions Initiated: $CCI $EGP Added: $AGNC $ARE $BXDC $EQIX $IRM Reduced: $AMT $SBAC Exited: $PEB $OUT Dividend received: AMT, LINE Portfolio Performance Weekly: +0.44% Total return YTD: +4.07% Total return since inception (Feb 2022): +8.33% (1.78% annualized) Forward dividend yield: 5.71% Number of Holdings: 46 Top 30 Holdings 1. O 10.0% 2. EQIX 7.8% 3. ARE 6.5% 4. PLD 5.9% 5. LTC 5.6% 6. IRM 5.1% 7. DLR 4.0% 8. CCI 4.0% 9. NHP 3.6% 10. REXR 3.2% 11. ADC 3.1% 12. OHI 2.9% 13. MPT 2.8% 14. AMT 2.6% 15. SPG 2.5% 16. AGNC 2.3% 17. EPRT 2.2% 18. SBAC 2.2% 19. GOOD 2.1% 20. IIPR 2.1% 21. HST 2.0% 22. LINE 1.7% 23. TRNO 1.5% 24. CHCT 1.2% 25. EGP 1.2% 26. DOC 1.1% 27. BXDC 1.1% 28. HR 1.0% 29. COLD 1.0% 30. XRN 0.9%

AMTAmerican TowerBearishAmerican TowerCCICrown CastleBullishCrown CastleSBACSBA CommunicationsNeutralSBA CommunicationsSPCXSpaceXNeutralSpaceX

2w ago on

I’m back in $CCI and have trimmed $AMT and $SBAC. If deals with $SPCX come through, $CCI would be the cleanest play because of its heavier tilt toward urban/metro in the US. My target ratio is 4:4:2 among the cell tower REITs. With renewed attention on the value of tower infrastructure and potentially other satellite-based mobile competitors emerging, a sustained shift in investor sentiment could support a re-rating. This could also reignite acquisition discussions around $SBAC, although its US footprint is smaller.

AMTAmerican TowerNeutralAmerican TowerADCAgree RealtyBullishAgree RealtyAGNCAGNC InvestmentBullishAGNC InvestmentDLRDigital Realty TrustBullishDigital Realty TrustEPRTEssential PropertiesBullishEssential PropertiesEQIXEquinixBullishEquinixFRMIFermiBullishFermiIRMIron MountainBullishIron MountainORealty IncomeBullishRealty IncomePLDPrologisBullishPrologisCOLDAmericold Realty TrustNeutralAmericold Realty TrustDOCHealthpeak PropertiesNeutralHealthpeak PropertiesHSTHost Hotels & ResortsNeutralHost Hotels & ResortsINVHInvitation HomesNeutralInvitation HomesLINELineageNeutralLineageOHIOmega Healthcare InvtsNeutralOmega Healthcare InvtsOUTOutfront MediaNeutralOutfront MediaREXRRexford Industrial RealtyNeutralRexford Industrial RealtySBACSBA CommunicationsNeutralSBA CommunicationsTRNOTerreno RealtyNeutralTerreno RealtyCCICrown CastleBearishCrown Castle

3w ago on

Portfolio Weekly Summary - Oct 12, 2026 to Oct 16, 2026 Transactions Initiated: $FRMI Added: $ADC $AGNC $DLR $EPRT $EQIX $IRM $NHP $O $PLD Exited: $CCI $DEA Dividend received: ACRE, AFCG, APLE, ARE, COLD, EPR, EPRT, FBRT, GNL, HST, IIPR, INVH, MRP, NHP, O, ONL, REXR, XRN Portfolio Performance Weekly: -0.72% Total return YTD: +3.52% Total return since inception (Feb 2022): +8.13% (1.75% annualized) Forward dividend yield: 5.70% Number of Holdings: 46 Top 30 Holdings 1. O 10.2% 2. EQIX 7.8% 3. PLD 6.1% 4. ARE 6.1% 5. LTC 5.8% 6. IRM 4.8% 7. DLR 4.3% 8. AMT 4.0% 9. NHP 3.7% 10. MPT 3.3% 11. ADC 3.2% 12. SBAC 3.2% 13. REXR 3.1% 14. OHI 3.0% 15. SPG 2.5% 16. GOOD 2.3% 17. EPRT 2.2% 18. AGNC 2.1% 19. IIPR 2.1% 20. HST 2.0% 21. LINE 1.6% 22. TRNO 1.6% 23. OUT 1.5% 24. CHCT 1.3% 25. DOC 1.1% 26. HR 1.1% 27. COLD 1.0% 28. XRN 1.0% 29. BXDC 0.9% 30. STWD 0.8%