Top 5 REITs For Turkey Day

Nov. 23, 2020 10:18 AM ET, , , , , , , 60 Comments

Summary

  • This week, we decided to put together a list of REITs that are all trading below our Fair Value price range.
  • The "margin of safety" is a powerful tool because it segregates hazardous picks from true investment alternatives.
  • As Benjamin Graham defined it, the margin of safety constitutes a "favorable difference between price on the one hand and indicated or appraised value on the other".
  • Looking for a portfolio of ideas like this one? Members of iREIT on Alpha get exclusive access to our model portfolio. Get started today »

It's Thanksgiving week, where we're supposed to celebrate what we're grateful for.

And there is a whole lot to be grateful for. Really.

For instance, say your family isn't gathering together like normal this year. In that case, you can be grateful for the lack of political fights you'll be having. Because you know there's always at least one member who's going to bring it up.

It's usually the person you're on the opposite side of the aisle from too. (Then again, maybe you just don't notice it otherwise. There is that possibility too.)

Or say your family is gathering together like normal this year. In that case, you can be grateful for the undiluted fellowship… maybe even to the point where you can turn the other cheek to the occasional political provocation.

Before I continue, I do have to fully acknowledge something… how utterly obnoxious reminders to be grateful can be when life has you down. So yes, some people have:

  • Lost their jobs this year
  • Lost loved ones this year (to COVID-19 or other tragedies)
  • Lost their confidence, their hope, various freedoms…

Speaking as someone who has suffered enormous loss in the past too, I'll be the first to admit the obvious. None of that is even close to being easy to deal with.

Yet I'll also be the first one to say there's still reason to be grateful. For proof of that, look no further than Nick Vujicic.

Source

An Amazing Story

When you go to NickVujicic.com, the first thing you'll see are revolving video clips of Nick himself. And it's difficult to miss his lack of arms.

A closer look will show that he doesn't have any legs either. Yet he's smiling in every one of the pictures presented, minus one where he's signing a book with

This Only Happens Once A Year

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This article was written by

119.52K Followers

Brad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real estate transactions. He has been featured in Barron's, Bloomberg, Fox Business, and many other media outlets. He's the author of four books, including the latest, REITs For Dummies.

Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President.

Note: Brad is also related to Nicholas Thomas who contributes to Seeking Alpha.

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Analyst’s Disclosure:I am/we are long HTA, BRMK, WPC, HIW, UBA. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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