yes, I enjoyed that
Picking the best Healthcare REIT can also be an especially agonizing task since there are 20 companies, all investing in various property sector and sub-sectors. I can see why so many investors get frustrated with stick picking and opt to purchase shares in a REIT ETF.
Although the more traditional “brick and mortar” REITs are exposed to a variety of economic risks, the “communication REITs boast stronger organic growth rates compared to other REIT peers, with elevated demand prospects that are decoupled from broader macro-economic factors such as inflation and GD
Durability is essential for any company, as it suggests the player can score (pay dividends) by maintaining strong sources of differentiation. The skills are earned through hard work -on and off the court – and the stalwart players are usually rewarded in the form of premium pricing.
A few months ago I wrote an article on Pebblebrook Hotel Trust (NYSE:PEB), a Lodging REIT that invests in higher-quality boutique hotels. I explained that "everyone wants to own the hotel on Boardwalk, the most expensive property on a standard Monopoly Board and the highest in rent revenue."
Back in December 2016, I wrote that my “best REIT in 2016 was up over 150% on a year-to-date basis, CORR has been on fire.” Of course, I’m referring to the energy infrastructure-focused CorEnergy (CORR), a former BDC that restructured as a REIT. By restructuring as a REIT, CORR started acquiring rea
As many of you know, I cover all of the Data Center REITs and I have recently written on a few of them: QTS Realty Trust (QTS), CoreSite Realty (COR), Digital Realty (DLR), and CyrusOne (CONE). I have Dupont Fabros (DFT) on my research list and I plan to take a closer look at this REIT in a few days