Mission Critical REIT Investing

Jan. 31, 2023 7:00 AM ETDLR, MPW, CDP45 Comments

Summary

  • Always follow the money and pay close attention to underlying cash flows that will in turn drive shareholder returns.
  • In this article, I will explore the "mission critical" aspect to intelligent REIT investing.
  • Nobody wants to own a "buggy whip" REIT portfolio.
  • Be smart. Be tactical. Be disciplined. And be DIVERSIFIED!
  • Looking for more investing ideas like this one? Get them exclusively at iREIT on Alpha. Learn More »

Businessman Forward Path

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“Mission critical.”

We heard a lot about that during the first months of the pandemic. In some places, it was more like the first year and a half.

Don’t recognize the term? How about we use the synonymous “essential

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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 DLR, MPW 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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