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

Should An Intelligent Investor Buy This Cyber-Focused Office REIT?

Corporate Office Properties Trust (NYSE:OFC) is the only REIT that is specifically focused on serving US Government agencies and defense contractors engaged in defense information technology and national security-related activities. This is a very strategic niche, and one in which COPT's tenants are generally focused on knowledge-based activities, such as cyber security, R&D and other highly technical defense and security areas.

In other words, COPT does not focus on leasing to tenants engaged in weapon system production; here's the strategic tenant niche defined by COPT (Source: website):

Our Strategic Tenant Niche is unique among REITs and supported by (i) the adjacency of strategic development projects to knowledge-based demand drivers, (ii) the strategic relationships with federal agencies and...
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