This entry treats public REITs from the capital-deployment angle: an allocator deploying capital into exchange-traded REITs as a deliberate, liquid real estate strategy to earn returns from REIT dividends and share-price appreciation.
Log in to followI want income without picking up a second job, which is why the exchange-traded version of real estate appeals to me at all. But every thread I read here about REITs turns into se…
I've been carrying the convergence thesis around for a few months and I realized I've never actually specified how it resolves. There are at least three paths and they are not the…
I manage a bit over 300 units across a handful of owners. I can tell you which of those buildings will have a bad year, roughly when, and why, usually before the owner knows. None…
My REIT sleeve paid about $1,900 last quarter across five positions, and the brokerage had reinvestment switched on by default for all of them. I turned it off to think and now th…
I spent years pricing buildings by what it costs to put them up, so the valuation side of this is where I'm slowest. I ran one industrial name three ways last week and got three d…
I have a list of nine names and a broad index fund written on the same page and I keep switching which one is underlined. Not buying yet. The tilt argument is straightforward. Sup…
I'm building a written allocation for the first time and I've hit a question I can't reason my way out of. If I count the REIT sleeve as real estate, then between the sleeve and t…