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High Yield via Selling Puts on Warehouses
- Selling puts on high-quality warehouse REITs can yield 5% in about five weeks.
- This strategy offers returns superior to most private lending or other investment products available.
Warehouse Real Estate Boom Explained
- Warehouse real estate surged due to e-commerce and supply chain disruptions during COVID.
- Resulting tight supply pushed rents up and attracted investors seeking secular growth.
Warehouse Rent Concerns Amid Economic Uncertainty
- Warehouse rents are flattening or falling as leases signed during peak demand expire.
- Market worries about whether significant mark-to-market rent uplifts will continue amid potential recession.