Episode 210: More SWRs, REITs, Factor Investing And Cruising To Winning the Game
Risk Parity Radio
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REITs
If you're going to go with the REIT route, look for the largest or nearly largest in their individual categories of what kind of businesses they actually are. I don't think anybody should feel like they have to have REITs in their portfolio. O Realty Income Corp., which holds leases on about 11 or 12,000 convenience stores and pharmacies is also a nice one to hold if you're only going to hold a few. The one kind of REIT I would avoid holding would be ones that invest in mortgages because they are more like financial companies than lease holding or land holding businesses.
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