CEO Leonberg Capital • Author of "The REIT Advantage" • I share my thoughts on the latest REIT investment opportunities.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @askjussi to submit corrections.
National Health Investors is another dip buy. It has transformed into a senior housing REIT, cut leverage to just 2.3x EBITDA, and now benefits from severe undersupply plus aging demographics. Higher rates only make new supply even harder. $NHI https://t.co/JRBEmGeqdG
View original →Gladstone Commercial yields about 9%, but I would not call it cheap. Leverage is high at 8.6x debt and preferred to EBITDA, office exposure remains meaningful, and the payout ratio is tight. That leaves little room for error. $GOOD $WPC $ADC $O https://t.co/b6YhFjvOy8
View original →Many REITs now trade at steep discounts to NAV, even as long-term fundamentals are improving. That is why I am buying more, not giving up. If you can buy quality real estate at 70 cents on the dollar, future returns can look very different. $CPT https://t.co/yz4OJE4a6l
View original →REITs have disappointed investors for a decade, but markets are cyclical. Poor past returns do not mean poor future returns. The setup today is very different: low starting valuations, less new supply, and stabilized interest rates. $VNQ https://t.co/NaohBmkSxt
View original →$STHO is the higher-risk way to play ethereum:0x5afe3855358e112b5647b952709e6165e1c1eeee. It owns 13.5M SAFE shares, plus development assets that may cover its debt if monetized well. If that happens, investors could end up owning SAFE exposure at a large discount.
View original →Safehold is one of the biggest rate-cut beneficiaries in REITs. It owns ultra-long-duration ground leases, uses meaningful leverage, and has seen its share price collapse from about $75 to $15. If rates fall, even a partial recovery could create major upside. ethereum:0x5afe3855358e112b5647b952709e6165e1c1eeee
View original →No one is talking about rate cuts today. Inflation has picked up, energy prices are higher, and rates may stay elevated near term. But I think rate cuts could return in 2027 as AI becomes a major deflationary force and unemployment rises.
View original →I recently joined The Bald Investor YouTube channel to discuss 5 REITs I would be happy to hold forever. Watch it here: https://t.co/tJgCNAmStJ
View original →The REIT bear market was driven more by capital flows than fundamentals. Many investors bought REITs as bond alternatives when rates were near zero. When Treasury yields surged, they sold REITs regardless of cash flow growth.
View original →Global Net Lease looks cheap at first glance. It trades at about 11x FFO and yields over 8%, far above peers like Realty Income, Agree Realty, and W.P. Carey. But there are good reasons for that discount. $GNL $WPC $ADC $O https://t.co/5D04BnbSVB
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