BullishVICIVICI PropertiesVICI PropertiesAMTAmerican TowerAmerican TowerDLRDigital Realty TrustDigital Realty TrustORealty IncomeRealty IncomeWELLWelltowerWelltower

2d ago on

🌊 Could the BLUE WAVE turn into a GREEN WAVE for REIT investors? 💚 From Carter and Reagan to Bush and Obama, REITs have benefited from inflation, falling rates, and economic recoveries. Could 2027–2028 deliver another breakout? I'm betting on quality, pricing power, and wide moats. Washington may change colors. Great real estate keeps collecting rent. (Read my latest @SeekingAlpha article) $VNQ $O $VICI $DLR $AMT $WELL #REITs #Investing #SWAN

VICIVICI PropertiesBullishVICI PropertiesADCAgree RealtyBullishAgree RealtyAMTAmerican TowerBullishAmerican TowerDLRDigital Realty TrustBullishDigital Realty TrustEGPEastGroup PropertiesBullishEastGroup PropertiesELSEquity Lifestyle PropsBullishEquity Lifestyle PropsEPRTEssential PropertiesBullishEssential PropertiesEQIXEquinixBullishEquinixIRMIron MountainBullishIron MountainMAAMid-America ApartmentBullishMid-America ApartmentORealty IncomeBullishRealty IncomeOHIOmega Healthcare InvtsBullishOmega Healthcare InvtsPLDPrologisBullishPrologisSTAGStag IndustrialBullishStag IndustrialWELLWelltowerBullishWelltowerSPYS&P 500NeutralS&P 500

2d ago on

🌊 The Blue Wave Could Turn Into a GREEN WAVE for REIT Investors! 💚 Could REITs outperform the S&P 500 through 2028? I believe the ingredients are coming together: ✅ Attractive valuations ✅ Stronger pricing power ✅ AI and infrastructure demand ✅ Aging population ✅ Potential M&A boom I'm watching $VICI $O $DLR $EQIX $AMT $PLD $WELL $EPRT $NNN $ADC $OHI $SPG $SKT $ELS $SUI $UMH $MAA $GTY $PSTL $IRM $STAG $EGP and others... Don't invest based on whether Washington is red or blue. Invest in REITs that can generate GREEN. My latest @SeekingAlpha article is out now! (I'll drop the link in the comment section below) #REITs #Investing #Dividends #SWAN

VICIVICI PropertiesBullishVICI Properties

1w ago on

After Q3 results, $VICI is an easy DOUBLE DOWN! Check out my latest @SeekingAlpha article. https://t.co/GIOqT0ZBn9

VICIVICI PropertiesBullishVICI Properties

1w ago on

$VICI: Is Mr. Market Getting It Wrong? I just upgraded $VICI to a STRONG BUY. Here's why I'm bullish: ✅ Trading at just 9.5x AFFO vs. 14.5x historical average ✅ ~7.8% dividend yield ✅ 74% AFFO payout ratio ✅ NEW $2 BILLION share buyback authorization ✅ 4.8x net debt/EBITDA ✅ 6 potential catalysts driving a recovery 🎯 My 12-month price target: $30 That's approximately 34% potential total return, including dividends. ⚠️ Caesars' leverage and tenant concentration remain real risks. But I believe Mr. Market is pricing in too much pessimism. Read my latest @SeekingAlpha article in the comment section below #VICI #REITs #DividendInvesting

VICIVICI PropertiesBullishVICI Properties

1w ago on

$VICI: 7.5% Yield + 30% Upside Potential This Net Lease REIT trades at just 9.5x AFFO, and I see 6 catalysts that could unlock significant shareholder value: 1️⃣ Las Vegas convention recovery 2️⃣ Explosive growth in sports tourism 3️⃣ International tourism rebound 4️⃣ Lower financing costs for Caesars 5️⃣ Resilient regional casino operations 6️⃣ Billions reinvested in casino real estate PLUS: A new $2 BILLION share buyback authorization! ⚠️ Caesars' leverage remains a risk, but I believe the market has become too pessimistic. 🎯 My 12-month target: ~$30 💰 Potential total return: 30%+ 📈 Rating: STRONG BUY In my latest YouTube show, I break down all six catalysts and explain my investment thesis (I'll put the link in the comment section) Long $VICI