A new REIT commentator

A new REIT commentator

A REIT commentator surfaced today that i had not seen before (probably just my miss due to information overload) … i thought this was a good quick review of the REIT landscapte https://seekingalpha.com/article/4097044-reits-foundation-become-increasingly-shaky

As with most commentators, one needs to critically review their insights and inferences … and look for opposing or at least differing opinions, e.g., Adam vs Brad from the Seeking Alpha crowd.

Where i ended up aligned w/ Adam:  caution on OHI (maybe even reduce).  Where i diverged:  not FR, but STAG (from Brad), but the segment is compelling!

Leave a Reply

Your email address will not be published. Required fields are marked *