These 2 Fast-Growing REITs Win Despite Inflation

Mar. 08, 2022 8:15 AM ET, , , , , , , , , , , 22 Comments

Summary

  • Stock and REIT indexes remain below their 200-day moving averages, and investor sentiment is decidedly fearful.
  • Volatility is returning to the market, and with it comes opportunity.
  • We present two fast-growing REITs that are attractively valued and well-positioned to handle rising rates, high inflation, and market uncertainty.
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Miniature wooden houses and red arrow up. The concept of increasing the cost of housing. High demand for real estate. The growth of rent and mortgage rates. Sale of apartments. Population grows

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Chaos Breeds Volatility...And Opportunity

After a placid bull run in 2021 in which the stock market (SPY) achieved new record high after new record high, this year is off to

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This article was written by

67.45K Followers

Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many top REIT executives.

He is the leader of the investing group High Yield Landlord, where he shares his real-money REIT portfolio and transactions in real-time. Features of the group include: three portfolios (core, retirement, international), buy/sell alerts, and a chat room with direct access to Jussi and his team of analysts to ask questions. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CCI; ARE 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.

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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