REIT Rally 2.0: Opportunity Awaits For Investment In High-Quality Gems

Apr. 20, 2024 7:00 AM ET, , , , , , , , , , , , , , , , 74 Comments

Summary

  • Inflation is rising, causing bond rates to increase and stock prices to fall.
  • REITs, which are income-oriented and interest rate sensitive, are particularly affected.
  • This creates a buying opportunity for high-quality REITs with long-term potential.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT® on Alpha. Learn More »
Piggy bank jumping on springboard

AlexSecret

Inflation comes in hot, bond rates rise, and stock prices fall.

That’s especially the case for stocks, like REITs, that are considered to be income oriented and interest rate sensitive.

And yet, on red days like this, I still sleep well at

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This article was written by

119.51K 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 O, ADC, NNN, ARE, REG, PLD, REXR, AVB, CPT, ESS, MAA, SPG, SAFE, PSA, EQIX, VICI, AMT 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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