2 'Top Picks' For Stagflation

May 07, 2022 9:00 AM ET, , , , , 60 Comments

Summary

  • With inflation running hot and real GDP dipping into negative territory in the first quarter, it appears we are headed into a stagflationary period.
  • It will be very difficult to make money in most investments during such a period.
  • Grocery-anchored real estate, however, is both recession-resistant and capable of hedging against inflation.
  • We present our two top picks in this asset type.
  • Looking for a portfolio of ideas like this one? Members of High Yield Landlord get exclusive access to our model portfolio. Learn More »

Stagflation or inflation symbol. Businessman turns cubes and changes the concept word inflation to stagflation. Beautiful orange background, copy space. Business stagflation or inflation concept.

Dzmitry Dzemidovich/iStock via Getty Images

Co-produced by Austin Rogers

The stagflationary environment currently at play in the U.S. economy right now makes it difficult for investors to know where best to allocate capital.

On the one hand, inflation is running hot

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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 BRX; WSR 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.

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