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

I Have To Bench One Liberty Properties For A More Reliable Player

A few weeks ago I wrote an article examining the durable dividend attributes of the Triple Net REIT sector. The "free-standing" REIT sector is finally getting the recognition it deserves as I explained:

The Triple Net sector is not an industry made up of just three of four REIT players, but instead this $2 trillion industry is made up of hundreds of operating businesses like Wal-Mart (NYSE:WMT), Target (NYSE:TGT) and Safeway (NYSE:SWY), which own significant free-standing products. Unlike many of the fragmented real estate sectors, the Triple Net REITs are in a position to "move the needle" much quicker by taking down large portfolios where the "law of large numbers" generate considerable external growth.

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