2022 REIT Renaissance: Our Top 12 Picks Revealed

Summary

  • We’re recommending over-weighting REITs in 2022.
  • The sector is in the middle of a “renaissance,” with the industry transitioning into a survival-of-the-fittest mode of operation.
  • REITs are utilizing their scale and cost of capital advantages to enhance shareholder value.
  • While the following 12 picks are good entry-level picks, I’d consider rounding out the portfolio by adding at least another eight REITs throughout 2022.
  • Happy Holidays, and a Merry Christmas!
  • Looking for a portfolio of ideas like this one? Members of iREIT on Alpha get exclusive access to our model portfolio. Learn More »
Empty asphalt road and New year 2022 concept. Driving on an empty road in the mountains to upcoming 2022. Concept for success and passing time.

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At the end of each year, I put together a list of my top real estate investment trust picks for the upcoming year. And while I don’t consider these selections to warrant their own portfolios, it’s still fun to compare the results.

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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/we have a beneficial long position in the shares of ACC, ADC, AMT, BRMK, EXR, IIPR, IRM, KIM, KRC, NLCP, NTST, O, PECO, RPT, SACH, SPG, STOR, VICI, AND BXP, OHI either through stock ownership, options, or other derivatives. 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.

Author's Note: Brad Thomas is a Wall Street writer, which means he's not always right with his predictions or recommendations. Since that also applies to his grammar, please excuse any typos you may find. Also, this article is free: written and distributed only to assist in research while providing a forum for second-level thinking.

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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