Great time to own these REITs - Brad Thomas with Kirk Spano
Jun 26, 2023•55 min
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Episode description
Brad Thomas talks to Kirk Spano about REITs and real estate investing.
Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on Alpha
All Investing Experts episodes with transcripts on Seeking Alpha
What My 30+ Years As A Real Estate Investor Taught Me
Agree Realty: From Ugly REIT Duckling To Super SWAN
W.P. Carey: 'Built For A Recession'
Prologis Vs. STAG Industrial: Big Or Small? (I Own Them All)
VICI Properties: Doubling Down
- (6:00) - REITs for insulation and income generation during potential recession
- (15:40) - Are industrial REITs underappreciated and which US regions look the best?
- (22:10) - Concerns about the sun belt region, primarily Florida
- (37:00) - STAG Industrial's consistent earnings and dividend growth
- (44:20) - VICI and gaming REITs
Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on Alpha
All Investing Experts episodes with transcripts on Seeking Alpha
What My 30+ Years As A Real Estate Investor Taught Me
Agree Realty: From Ugly REIT Duckling To Super SWAN
W.P. Carey: 'Built For A Recession'
Prologis Vs. STAG Industrial: Big Or Small? (I Own Them All)
VICI Properties: Doubling Down
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