Q&A Webinar #2 - December 2025

Here is the recording of our most recent members-only Q&A webinar, held on December 21, 2025.

About 100 of you joined us live, and I want to thank you for taking the time and asking such thoughtful questions.

Here is a list of topics with timestamps for your convenience:

0:45 - Whitestone REIT (WSR)

2:50 - EPR Properties (EPR)

6:05 - Alexandria Real Estate (ARE)

8:25 - Helios Towers (HTWS / HTWSF)

9:50 - Favorite Foreign REIT Markets

11:12 - International Workplace Group (IWG / IWGFF)

13:30 - My Favorite Property Sectors for 2026

21:27 - My Favorite Picks for 2026

24:20 - My Background

28:20 - REITs and Interest Rates

31:30 - Canadian Net REIT (NET.UN:CA)

33:53 - Blue Owl Capital (OWL) and Patria (PAX)

37:35 - How to Value REITs

39:03 - Core vs. Retirement Portfolio

40:54 - EPR Properties Preferred Shares (EPR)

42:10 - Helios Towers (HTWS / HTWSF)

43:35 - Gladstone Land Preferred Shares (LAND)

45:00 - Helios Towers (HTWS / HTWSF)

45:30 - How I Would Invest New Capital Right Now

46:46 - Inflation vs. Deflation

50:12 - My Favorite Strip Center REITs

52:00 - VICI Properties (VICI)

54:40 - European Self Storage REITs

56:40 - Sila Realty Trust (SILA) vs. Global Medical REIT (GMRE)

57:40 - Crown Castle (CCI)

59:24 - WeWork vs. IWG

1:01:52 - REITs vs. Private Real Estate

1:04:20 - Clipper Realty (CLPR) and NewLake Capital Partners (NLCP)

1:05:45 - Safehold (SAFE)

1:07:02 - US vs. European Self Storage REITs

1:08:40 - Deep Value vs. Quality Value REITs

1:10:30 - Debt Crisis

1:12:20 - How to Estimate NAVs

1:13:30 - Different Opinions Between HYL Analysts

1:14:42 - IWG US Listing

1:15:30 - My Favorite High-Yielding REITs

1:17:30 - OTC Stocks

1:18:20 - RCI Hospitality (RICK)