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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: FlyingCircus   😊 😞
Number: of 6132 
Subject: Re: OT reits
Date: 04/13/23 9:05 PM
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No. of Recommendations: 2
There are many high quality high yield REITs out there.

At the moment the subsector to avoid is commercial office real estate, not so much due to bad forecasted performance from office vacancy but from the herd effect around that risk.

When interest rates are rising, the REITS and REIT preferreds get hit just like bonds do, driving up the yields. Now that rates are stabilizing, several high quality REITs' prices are starting to rebound due to the extremely attractive yields from those that have great AFFO, especially in other sectors.

For research, there are a number of REIT focused groups / authors on Seeking Alpha. One of the top ones is Brad Thomas.

BN/BAM have some complicated machinations to follow but are two of the biggest RE owners.

FC
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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
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