Brad Thomas
Dividend growth investing, REITs, newsletter provider, value

ARCP Is A REIT That I Trust But I Will Wait To Verify

Last week, I wrote an article explaining the value proposition for investing in Triple Net REITs. More specifically, I explained that "no other REIT sector is growing faster than the net lease sector, fueled by new entrants and significant M&A activity." The wave of transactions has created significant investor interest and the once so-called "specialty" sector is now being transformed into a maturing catalyst for capital consolidation. As I explained:

The contraction in cap rates has led to significant deal flow (in excess of $15 billion in the last six months) and ….the depth of capital for net lease transactions continues to expand in light of the recent well-capitalized new entrants, providing additional liquidity for net lease assets.

American Realty...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details