REIT Renaissance: The Golden Era?

Jan. 01, 2025 7:00 AM ET, , , , , , , , 140 Comments
(15min)

Summary

  • I'm optimistic about 2025, expecting a REIT renaissance driven by corporate tax cuts, tariffs, and reduced regulation under President Trump's new administration.
  • Corporate tax cuts will incentivize business creation, benefiting REIT tenants and boosting rent quality, despite REITs being pass-through entities.
  • Trump's tariffs could lead to increased U.S. investments, benefiting REITs leasing space to companies building new factories and warehouses.
  • Reduced federal regulations and interest rate cuts will enhance government efficiency and economic growth, driving demand for U.S. real estate and supporting the 'golden era' for REITs.
  • Looking for a helping hand in the market? Members of iREIT®+HOYA Capital get exclusive ideas and guidance to navigate any climate. Learn More »

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baona

2025.

It's finally here...

I don't know about you, but I'm ready for a new year...

But it's also time to reflect on some of my biggest losers in 2024 and several stocks to avoid.

I always like to

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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.

Learn more

Analyst’s Disclosure:I/we have a beneficial long position in the shares of IRET, MKTW, PLD, REXR, O 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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