Discussion
Sector first or balance sheet first
Went through four REIT annual reports this month and came out with a sequencing problem I can't settle. One order says sector first. The chapter for this room is blunt about it, s…
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A real estate investment trust is a company that owns or finances income-producing real estate, and publicly traded REITs trade on stock exchanges like any equity.
Log in to followWent through four REIT annual reports this month and came out with a sequencing problem I can't settle. One order says sector first. The chapter for this room is blunt about it, s…
I've got a brokerage account open and about six months of savings I want to put toward real estate exposure without buying a building. The two paths I keep circling are a broad RE…
I've spent a while trying to pick between buying a small rental and building a REIT position, and I've started to suspect that's a badly formed question. Either they're two routes…
My land holdings produce no income and I'm fine with that, the whole point was appreciation and patience. So when I look at REITs I have to decide what job they're doing in the po…
I read filings before I read prices, so I came into REITs through the wrong door. What I actually look for in a 10-K is the table of debt maturities by year, the weighted average…
The convergence argument for 2026 into 2027 is fairly clean. REIT valuations sit near historic discounts to both broad equities and to private real estate, the private gap being t…
Read through the Nareit framing that the gap between REIT valuations and broader equities is as wide as it's been outside the financial crisis and the early pandemic, plus a REIT…