SPYS&P 500NeutralS&P 500ADCAgree 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 IndustrialVICIVICI PropertiesBullishVICI PropertiesWELLWelltowerBullishWelltower

3d 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

NeutralSPYS&P 500S&P 500LTCLitecoinLitecointitle onlyLabel based on the headline only

3d ago on

The Blue Wave Could Turn Into A Green Wave For REIT Investors

SPYS&P 500NeutralS&P 500

2w ago on

I was glad to see my letter to the editor featured in this week's @barronsonline mailbag. John D. Rockefeller understood something many investors have forgotten: Dividends are among the clearest expressions of shareholder ownership. Buybacks have their place, but dividends represent a recurring financial commitment to shareholders. With the $SPY yielding near historic lows, dividend discipline matters more than ever. #Dividends #Investing #Barrons

SPYS&P 500NeutralS&P 500

3w ago on

🎯 Don't Paint All REITs with the Same Brush! While investors obsess over $SPY and broad REIT ETFs like $VNQ, we focus on being SHARPSHOOTERS. We target companies with: ✅ Fortress balance sheets ✅ Superior earnings growth ✅ Sustainable, growing dividends ✅ Best-in-class management teams ✅ Attractive valuations Case in point: $CLDT - a Wide Moat Confidential recommendation, with shares up over 100% YTD! We don't buy the REIT sector; we hunt for its winners. That's the Wide Moat difference. #REITs (Click the link in my bio to sign up for the FREE Wide Moat Daily)

NeutralSPYS&P 500S&P 500VICIVICI PropertiesVICI Properties

3w ago on

$VICI is the highest-yielding stock in the $SPY https://t.co/6u5HOwpuz1