Are REIT Stocks A Good Investment Now? Yes, They're Resilient


  • REITs perform well late in the cycle and offer a lot of options to select markets and tenants.
  • The focus must be on the income benefits, not the portfolio value, which will have to fall with rising rates.
  • In order for them to not be exposed to rising rates, consider them like bonds, and choose only the ones that can flex their income to inflation.
  • Casino REITs are quite surefire, and we like GLPI.
  • Looking for more investing ideas like this one? Get them exclusively at The Value Lab. Learn More »
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The current environment leaves almost nowhere to hide in equity markets. Discount rates are rising, causing technical devaluation, but so are uncertainties in end-markets, which is much greater cause for the risk-off sentiment in markets. The ideal investment is one that is safe and can

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Valkyrie Trading Society seeks to provide a consistent and honest voice through this blog and our Marketplace Service, the Value Lab, with a focus on high conviction and obscure developed market ideas.

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