As Long As Ya Gotta Eat...

Jan. 07, 2021 12:25 PM ET, , , , 148 Comments

Summary

  • Fish gotta swim. People gotta eat.
  • Moreover, the more people there are, the more food is going to be eaten.
  • In the U.S. alone, there were 328.2 million in 2019. The global population, meanwhile, was 7.71 billion.
  • Let’s discuss four real estate picks related to the "Gotta Eat" theme.
  • This idea was discussed in more depth with members of my private investing community, iREIT on Alpha. Get started today »

If you have kids or grandkids, you may have seen the Disney film Finding Nemo.

Released in 2003, it’s the story of a little clownfish with one fin too small. He ends up being scooped up by a scuba diver and carried back to Sydney, Australia, leaving his father frantic to find him – willing to brave sharks, jellyfish, and a whole host of other dangers to bring him back home.

In typical Disney fashion, there are plenty of quotable lines in the movie. But one in particular is running through my mind. Spoken by a pelican who’s set aside his appetite in order to help the main characters, it goes like this:

“Sorry if I took a snap at you at one time. Fish gotta swim, birds gotta eat.”

In other words, we’re each biologically driven toward certain things.

There are some practices we can set aside and survive without. We proved that during 2020, I suppose, saying short- or mid-term “sayonaras” to such things as:

  • Eating out
  • Going on vacation
  • Shopping in person...

I had to end that last one with an ellipses to add in a caveat. Because while certain shops shut down, others did not. Like dollar stores. Liquor stores. Home improvement stores. And, of course, Walmart (WMT) and Target (TGT).

There were plenty of people who fought off shopping withdrawal – or simply indulged in an understandable desire for normalcy – at such places. Maybe you were one of them?

People Gotta Eat (Though Perhaps Not This Much)

If you were one of those people, don’t worry. I’m not here to judge. Everybody got through 2020 how they could.

Maybe it was by taking up a new hobby or gravitating toward online shopping. Maybe it was with ice cream. Or cookies. Or pizza - the latter three of which

Every REIT Has An IQ...

We just launched the iREIT on Alpha iQ (Q stands for Quality) scoring model in which we let data determine the best REITs to own based on QUALITY. Our members can now get full access to this sophisticated screening tool. Our coverage spectrum includes equity REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, and, more... 2-Week FREE TRIAL plus my FREE book.

Don't miss dozens of C-suite interviews on my "Ground Up" podcast (including PW and CTO interviews last week)

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.

Learn more

Analyst’s Disclosure:I am/we are long UBA, LAND, REG, IMKTA. 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.

Recommended For You

Related Stocks

SymbolLast Price% Chg
IMKTA--
Ingles Markets, Incorporated
LAND--
Gladstone Land Corporation
REG--
Regency Centers Corporation
UBA--
Urstadt Biddle Properties Inc.
UBP--
Urstadt Biddle Properties Inc.

Related Analysis