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3 Strong Buys Poised To Profit

Apr. 07, 2021 7:00 AM ETRC, CLPR, NTST20 Comments


  • There just aren’t that many bargains these days. Prices have soared lately in line with the rebound in travel and the growing number of vaccinations.
  • Our coverage spectrum is vast, and there are always moats worth exploring. And, of course, the wider the moat, the better.
  • All three of these picks are forecasted to return at least 25% over the next 12 months.
  • Looking for a portfolio of ideas like this one? Members of iREIT on Alpha get exclusive access to our model portfolio. Learn More »

Entrepreneur lanches his new project which is a rocket fuelled office chair
Photo by mikkelwilliam/E+ via Getty Images

An entire year ago, I published "No REIT Is Pandemic Proof, but These 3 Are Close."

That was on Saturday, April 4, 2020, when "there were 245,175 confirmed cases" of COVID-19 in the U.S. And there were "1,039,166 cases in the

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This article was written by

Brad Thomas profile picture

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, with his team of 10 analysts, runs the investing group iREIT® on Alpha, which 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. Learn more

Analyst’s Disclosure: I am/we are long BRMK, CLPR, NTST. 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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Comments (20)

Look at the top tenants
Brad Thomas profile picture
@Eformula We look at all of the tenants ;)
I bought WPC instead of Netstreit due to the lack of CPI rent escalators in Netatreit’s leases.
CBL is a SWAN. It is a 10 bagger at least. Watch and learn. Thanks for reading and all the best.
Investing for Freedom profile picture
@Fred Ziffel You are not the only one that got burned.
Brasada profile picture
Long BRMK! Thanks for the article. Just listened to the conference call and the mgmt team seems very transparent and the business model is easy to understand. Good growth ahead of them.
Brad Thomas profile picture
@Bud Fox, the Thanks for reading and all the best - Brad

FYI - mentioned BRMNK on the podcast: www.vaneck.com/...
Got Netstreit, staying away from anything NY, and adding Broadmark today. Thank you for the article.
Brad Thomas profile picture
@atlasman Great. Thanks for reading and all the best. Brad
bill h illify profile picture
Brad...you are a worker! Much appreciated.
Brad Thomas profile picture
@bill h illify You bet... and I will work ever harder for you at iREIT on Alpha..... come try us out ;)

All the best - Brad
Brad your killing me. Even time I think NTST is going to drop to my target of 18 you write about them and they go back up. Have a small position now and planning too add more maybe just bite the bullet above my target. Enjoy reading your articles keep them coming.
Brad Thomas profile picture
@wildlands Thank you! Come check out iREIT on Alpha.... we will work hard to earn your business... All the best. Brad
GEO to stop paying divs. It finally materialized it. Good morning to all.
Brad Thomas profile picture
@cristobal cardona Yes, as predicted ....

"If I can steer one investor away from a sucker yield, I feel as though I have done my job." Brad Thomas
@Brad Thomas on thoseI believe we both steered all the ones that wanted to listen. You know Real estate and REITS, know a bit a about prisons and how the fed works. Legalization of Canabis which is coming via medical and later recreational at the fed level is not going to help a bit Geo or others in that line of work. When a more than 50% of all crimes are drug related. If Cannabis were to be legalized at least 10% of all inmate beds in USA won't t be needed. We just need to check if crime has gone up in Colorado! It has gone down!
console profile picture
What is the book value of BRMK? Is that an important metric for this mortgage REIT?
Bill Whalen profile picture
I appreciate your honesty about NOT SWAN,s quite yet. Will take a tiny portion of each and let March Madness chips begjn.
Lets play !
Brad Thomas profile picture
@Bill Whalen Thank you.... By the way, I am working on a deep dive article on CLPR this week (hoping to speak with management first).... Come and visit us at iREIT on Alpha.... we will work hard to earn your business!

All the best - Brad
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