The hosts discuss the impact of increasing interest rates on the real estate investment trust (REIT) sector, addressing concerns about the changing landscape and inflation. They explore the relationship between interest costs, cap rates, and the 10-year Treasury, and predict a pause in rates followed by further increases. They also share their positive outlook on net lease, data centers, cell towers, and warehouses in the real estate market.
In this episode, we are delighted to welcome "Mr. REIT" Brad Thomas, the most widely followed author on Seeking Alpha and the author of the upcoming book "REITs for Dummies," which is available for pre-order at this link: https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359
Our discussion kicks off with a review of the week's top news, with a particular focus on Realty Income's investment in Bellagio. Brad provides his insights on why this could prove to be a lucrative deal for the monthly dividend company.
Following the news segment and a lively round of rapid-fire questions, we delve into various topics, including:
Brad's journey into the world of real estate.
Evolution in Brad's investment approach.
Valuable advice for beginners in the field.
Identifying red flags in companies.
Brad's perspective on current industry trends, sectors to favor, and sectors to approach with caution.
We hope you enjoy the show as much as we did.
Do you want to learn more about Brad?
- Follow him on SeekingAlpha: https://seekingalpha.com/author/brad-thomas
- Follow him on Twitter: https://twitter.com/rbradthomas
- Buy his book The Intelligent REIT Investor: https://www.amazon.com/Intelligent-REIT-Investor-Guide-Investment/dp/111975030X
- Pre-order his book, REITs for Dummies:
https://www.amazon.com/REITs-Dummies-Business-Personal-Finance/dp/1394185359
Interested in more? Join the conversation on the Dividend Talk Facebook Group:
Dividend Talk group (facebook.com)