Our Secret REIT Nutcracker Revealed
Dividend Growth Investing, REITs, Value
Seeking Alpha Analyst Since 2009
Brad Thomas is the CEO of Wide Moat Research ("WMR"), a subscription-based publisher of financial information, serving over 100,000 investors around the world. WMR has a team of experienced multi-disciplined analysts covering all dividend categories, including REITs, MLPs, BDCs, and traditional C-Corps.
The WMR brands include: (1) iREIT on Alpha (Seeking Alpha), and (2) The Dividend Kings (Seeking Alpha), and (3) Wide Moat Research. He is also the editor of The Forbes Real Estate Investor.
Thomas has also been featured in Barron's, Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, CNN, Newsmax, and Fox.
He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022 (based on page views) and has over 108,000 followers (on Seeking Alpha). Thomas is also the author of The Intelligent REIT Investor Guide (Wiley) and is writing a new book, REITs For Dummies.Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College and he is married with 5 wonderful kids. He has over 30 years of real estate investing experience and is one of the most prolific writers on Seeking Alpha. To learn more about Brad visit HERE.
- Nutcrackers bring good luck to your family and protects your home.
- A nutcracker is said to represent power and strength, serving somewhat like a watchdog guarding your family against danger.
- We have an amazing tool at iREIT on Alpha that is our version of the "nutcracker".
Last night I took my family to watch The Nutcracker at Converse College’s Twichell Auditorium in Spartanburg, SC.
It was an exciting event, and it was the first time in 20 years that the show collaborated with the Spartanburg Philharmonic to bring Tchaikovsky’s most beloved Christmas musical score to life.
I’ll be the first to tell you that I’m no expert in ballet, or even musicals as far as that’s concerned, but I did enjoy The Nutcracker and so did my family.
When I got back home, I did a little bit of research on nutcrackers and I learned that according to German folklore,
“…nutcrackers bring good luck to your family and protects your home. A nutcracker is said to represent power and strength, serving somewhat like a watchdog guarding your family against danger. A nutcracker bares its teeth to evil spirits and serves as a messenger of good luck and goodwill.”
That got me thinking, would it be nice to have a nutcracker in my investing life, that could protect me against danger, and of course the most obvious fear, of losing hard earned capital.
To be clear, investing is not a sugar plum experience, as Guy Spier explained the The Education of a Value Investor,
“To achieve sustainable success, we need to confront our vulnerabilities, whatever they may be. Otherwise, we are building our success on a fragile structure that is ultimately liable to fall down.”
In other words, as investors, we must confront our fears, recognizing that there is no such thing as a Nutcracker that will help you protect your investment portfolio. You must learn to accept full responsibility for your actions or as Spier points out,
“The stock market has an uncanny way of finding us out, or exposing weaknesses as diverse as arrogance, jealousy, fear, anger, self-doubt, greed, dishonesty, and the need for social approval.”
One of the ways that I have succeeded as an investor is to examine my own flaws, weaknesses, and yes, even failures.
I have pointed out many times here on seeking Alpha that I don’t bat 400 with every pick, and I have found that the very best way to become a nutcracker is to always maintain discipline by investing with a margin of safety.
As Benjamin Graham defined it, the margin of safety constitutes a “favorable difference between price on the one hand and indicated or appraised value on the other.”
A few months ago, we launched our very own nutcracker at iREIT on Alpha. While we don’t call it a nutcracker, it’s our super slick screening tool for evaluating REITs and BDCs.
Here’s a sneak peak:
I know that looks like a bunch of dots on an X and Y axis, and that’s precisely correct.
These dots represent REITs and they are situated on the graph designed to illustrate our quality score (x axis) and valuation score (y axis). A you can see below, we screened for the Net Lease REITs:
This screening tool is extremely useful for our team of analysts and members of iREIT on Alpha. Every week our team meets to discuss our buy below and trim targets for each underlying security and this makes the platform extremely powerful.
The chart below is a sample of some of the Net Lease REITs and as you can see there are four REITs with quality scores of 90 or higher (100 is the highest):
- Store Capital (STOR): 92
- Agree Realty (ADC): 96
- National Retail Properties (NNN): 96
- Realty Income (O): 98
And our iREIT Tracker is just one part of our secret “nutcracker” platform, we have many other tools and resources to help you navigate the REIT, BDC, and Midstream sectors.
Check out my previous blog citing...
12 Reasons To Join iREIT On Alpha Today!
We have added over 50 new members to iREIT on Alpha over the last 30 days.
Check out these recent testimonials:
After watching the Nutcracker last night with my family, I'm in the spirit to provide you with a special "sugar plum" discount.
If you are interested in joining our service, just message me by sending a direct message. I will make sure to reply ASAP and provide you with a special "nutcracker" discount.
Just type Nutcracker in the message!
As always, thank you for the opportunity to of of service.
Analyst's Disclosure: I/we have a beneficial long position in the shares of adc, frg, nnn, o, stor either through stock ownership, options, or other derivatives.
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.