Brad Thomas laser focused on earnings and REITs

Real estate expert Brad Thomas discusses the fundamentals of REITs and why it's a good time to invest in them. He shares his favorite picks, including Mid-America, American Tower, Crown Castle, and Prologis, emphasizing the importance of earnings and dividends in predicting market prices. The speakers also analyze the impact of interest rates and the cost of capital on real estate companies, emphasizing the need for positive earnings growth and quality management.