Discussion
Working through the 2026 setup and I can't square two things I've read. The pitch is that REIT valuations sit near historic discounts to both broader equities and private real est…
Discussion
Studying for my license now and most of the material is about representing buyers and sellers. Nothing in it touches REITs, which made me wonder whether buying them for my own acc…
Discussion
I've been building a watchlist and I put a few things on it that I now suspect aren't REITs at all. One is a homebuilder, one is a company that manages apartments for other owners…
Discussion
I'm stuck on the front end of this. I opened the screener, typed REIT, and got both single companies and funds that hold dozens of them. Someone told me the ETF is the only sensib…
Discussion
My little service business has some cash sitting there doing nothing useful. Everyone I ask about real estate starts talking about down payments and I don't have 60 thousand dolla…
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The convergence argument shows up everywhere: public REITs trading at a discount to both broader equities and to private real estate marks, with the private gap described as the l…
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Land and long holds are what I know. Somebody at a meeting said I should hold some REITs for liquidity since my land does nothing for years at a time, and I nodded like I understo…
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I read everything twice and I've read the supply argument about four times now. New deliveries in apartments, industrial, self-storage and senior housing are forecast to drop shar…
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Just started looking at this stuff. Two things tripped me up in the same afternoon. First, I pulled up a REIT and its price-to-earnings number looked insane compared to normal sto…
Discussion
I run a portfolio where the tax-advantaged space is close to full and the incremental dollar has to go into a taxable brokerage account. The standard line is that REITs belong in…
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The two-decade figure of roughly 9 percent annualized on the all-equity index keeps getting used as the case for owning REITs broadly. My problem with using it as a planning numbe…
Discussion
My interest is lending rather than owning, and I've been reading about REITs mostly because it seemed like a way to get exposure to real estate credit without originating anything…