Sitemap - 2021 - High Yield Landlord
TRADE ALERT - Core Portfolio December 2021
STORE Capital 'Terminates' Chris Volk: Buy, Hold, Or Sell?
Checking In On CBL & Associates
TRADE ALERT - Core Portfolio December 2021
Earnings Update: Healthcare REITs (What To Buy Today)
Earnings Update: Retail REITs (What To Buy Today)
My Single Largest Non-REIT Investment Revealed
TRADE ALERT - Core Portfolio December 2021
Tallinna Sadam Will Likely Monetize Its Real Estate Within 12-24 Months
TRADE ALERT - Retirement Portfolio December 2021
Earnings Update: Industrial REITs (What To Buy Today)
MARKET UPDATE - The Black Friday Battleground Between E-Commerce And Physical Stores
TRADE ALERT - Core Portfolio December 2021
Big Improvements Coming In 2022!
What RPD Has Been Buying And Selling In November 2021
2021 Performance Review & Important Announcement
PORTFOLIO REVIEW – December, 2021
Our Thoughts On Orion Office REIT
TRADE ALERT - Core Portfolio November 2021
The Market Is Crashing: What's Our Plan?
The Current Thesis For Uniti Group
Earnings Update: Net Lease REITs (What To Buy Today)
TRADE ALERT - Core Portfolio November 2021
TRADE ALERT - Core Portfolio November 2021
MARKET UPDATE - The Great REIT M&A Boom Of 2021/2022
Earnings Update: Residential REITs (What To Buy Today)
TRADE ALERT - Core Portfolio November 2021
Paul Sells iStar For Now. Jussi Cuts His Position In Half.
DigitalBridge: A Fast-Growing Digital Infrastructure REIT Worthy Of Consideration
VICI Properties: 'A Class Of Its Own'
The Work-From-Home Revolution May Be Bigger Than We Had Thought
5% Yield And 30% Upside From Armada Hoffler
PORTFOLIO REVIEW – November, 2021
What RPD Has Been Buying And Selling In October 2021
MARKET UPDATE - Investing For The World Of 2030
TRADE ALERT - Core Portfolio October 2021
Enbridge’s Acquisition Of The Largest North American Oil Export Terminal Is A Big Deal
Announcement: Meet Me While I Am In The USA
TRADE ALERT - Retirement Portfolio October 2021
Canadian REIT Opportunities - Part 4 (Incl. Trade Alert)
MARKET UPDATE - Get Ready For A Commercial Real Estate Construction Boom
Simon Property Group: Buy, Hold, Or Sell?
Canadian REIT Opportunities - Part 3 (Incl. Trade Alert)
Canadian REIT Opportunities - Part 2 (Incl. Trade Alert)
Why RPD Doubled Down On STORE Capital
PORTFOLIO REVIEW – October, 2021
What RPD Has Been Buying And Selling In September 2021
MARKET UPDATE - The Fall Of Evergrande And The Impact On REITs
A Quantitative Analysis Of VICI Properties
Interview With The Management Of W.P Carey - Strong Buy Reaffirmed
TRADE ALERT - Core Portfolio September 2021 (4/4)
Announcement: Field Trip To Canada To Research Canadian REIT Opportunities
MARKET UPDATE - Cap Rates Are Compressing And Are Likely To Compress Further
Medical Properties Trust: The Upside Could Be Imminent
TRADE ALERT - Core Portfolio September 2021 (3/4)
Ukrainian Real Estate Opportunities
Why Now May Be The Last Chance To Buy EPR Properties At Below $50 Per Share
Investment Thesis For Universal Health Realty Income
A Deep Dive On Safehold (Relevant To iStar Shareholders)
TRADE ALERT - Core Portfolio September 2021 (2/4)
TRADE ALERT - Retirement Portfolio September 2021 (1/4)
A Review Of VICI’s Two Largest Tenants: Caesars And MGM
Why I Doubled Down On Medical Properties Trust
PORTFOLIO REVIEW – September, 2021
What RPD Has Been Buying And Selling In August
TRADE ALERT - International Portfolio August 2021 (4/4)
3rd Year Anniversary Performance Review & Important Update On Our Sister Service
TRADE ALERT - Retirement Portfolio August 2021 (3/4)
Announcement: Field Trip To Ukraine To Search For Hidden Real Estate Opportunities
Earnings Update: Residential REITs (What To Buy Today)
TRADE ALERT - Core Portfolio August 2021 (2/4)
Earnings Update: Net Lease REITs (What To Buy Today)
Earnings Update: Healthcare REITs (What To Buy Today)
MARKET UPDATE - Why I Still Have 50%+ Of My Net Worth In REITs
Why Tallinna Sadam Could Be On The Cusp Of Unlocking Significant Upside - Part 2
TRADE ALERT - Core Portfolio August 2021 (1/4)
Creating A 'High Yield Landlord' REIT: Tell Us Your Interest
PORTFOLIO REVIEW – August, 2021
What RPD Has Been Buying And Selling In July
New Opportunity: VICI Properties Is Acquiring MGM Growth Properties (Incl. Trade Alert)
Prime Sunbelt Real Estate At 50 Cents On The Dollar - 5% Yield And 60% Upside Potential
New Opportunity: Independence Realty Is Merging With Steadfast REIT (Incl. Trade Alert)
TRADE ALERT - Core Portfolio July 2021 (4/4)
Why I Doubled Down On DIC Asset
Our Favorite Opportunities In "Midstream" Renewable Energy
TRADE ALERT - Core Portfolio July 2021 (3/4)
TRADE ALERT - Core Portfolio July 2021 (2/4)
Why Tallinna Sadam Could Be On The Cusp Of Unlocking Significant Upside
MARKET UPDATE - From NYC To Miami. And Back Again?
Interview With Jason Fooks, Senior Vice President Of iStar On Their Potential Merger With Safehold
TRADE ALERT - Core Portfolio July 2021 (1/4)
What RPD Has Been Buying And Selling In June
Interview With The Management Of VICI Properties - Strong Buy Reaffirmed
TRADE ALERT - International Portfolio June 2021 (4/4)
A Deep Dive On Sun Communities And Equity Lifestyle
iStar Is Surging: Buy, Hold, Or Sell?
TRADE ALERT - Core & Retirement Portfolio June 2021 (3/4)
Earnings Update: Specialty REITs (What To Buy Today)
MARKET UPDATE - Transitory Inflation? Or Will Reshoring Result In Higher Persistent Inflation?
TRADE ALERT - Core Portfolio June 2021 (2/4)
New Opportunity In The Apartment REIT Sector
Earnings Update: Healthcare REITs (What To Buy Today)
The Housing Market Is Booming: Bank On It With An 8% Yield And 20% Upside Potential
Earnings Update: Retail REITs (What To Buy Today)
TRADE ALERT - Core Portfolio June 2021 (1/4)
MARKET UPDATE - Is Biden's Tax Policy Proposal Good For REITs?
What RPD Has Been Buying And Selling In May
5.6% Yield, 25% Upside Potential, And An Upcoming Catalyst At W.P Carey
Interview With Jay Sugarman, CEO Of iStar And Safehold On Capital Allocation
TRADE ALERT - Core & International Portfolio May 2021 (4/4)
Earnings Update: Residential REITs (What To Buy Today)
My Favorite Real Estate Opportunity In Texas
Earnings Update: Net Lease REITs (What To Buy Today)
TRADE ALERT - International Portfolio May 2021 (3/4)
Marijuana Real Estate: The Future Beyond Legalization
TRADE ALERT - Retirement Portfolio May 2021 (2/4)
Why Realty Income Is Worth $100+ Per Share
MARKET UPDATE - Our Expectations For Inflation And Interest Rates
TRADE ALERT - Core Portfolio May 2021 (1/4)
What RPD Has Been Buying And Selling In April
Very Good News For Net Lease REIT Investors
Why I Am Buying More EPR Properties
TRADE ALERT - Core Portfolio April 2021 (4/4)
Interview With Jay Sugarman, CEO Of iStar And Safehold On Refinancing Risk
TRADE ALERT - Retirement Portfolio April 2021 (3/4)
Interview With Jay Hatfield, Portfolio Manager Of InfraCap REIT Preferred ETF
Outfront Media Is Poised For V-Shaped Recovery: 40% Upside Potential And 6% Future Yield
Macerich Updates Shareholders: Buy, Hold, Or Sell?
TRADE ALERT - Core Portfolio April 2021 (2/4)
I Changed My Mind On SL Green Realty
Hot Stuff From Jay Sugarman, CEO Of iStar And Safehold
MARKET UPDATE - Omnichannel: The Key To Retail Survival
TRADE ALERT - Core Portfolio April 2021 (1/4)
What RPD Has Been Buying And Selling In March
PORTFOLIO REVIEW – April, 2021
Creating A Small Private Equity Fund In Estonia: Tell Us Your Interest
Interview With Christopher Volk, CEO Of STORE Capital - Our Largest Position
MARKET UPDATE - The COVID Inflation Mirage: Buy The Dips
Why We Bought Omega Healthcare
Interview With Sam Landy, CEO Of UMH Properties - Buy Reaffirmed
TRADE ALERT - Core Portfolio March 2021 (4/4)
The Best Way To Invest In Estonian Real Estate
TRADE ALERT - International Portfolio March 2021 (3/4)
A Deep Dive Into National Retail Properties (Our Largest Retirement Position)
MARKET UPDATE - The Net Lease Comeback Continues
Interview With Management Of CoreCivic – Strong Buy Reaffirmed
TRADE ALERT - Core Portfolio March 2021 (2/4)
Earnings Recap - Part 4: SRC, VICI, EPR, UNIT, DOC, ACC, IRM, HT, STAR, LADR (What To Buy Today)
TRADE ALERT - Retirement Portfolio March 2021 (1/4)
What RPD Has Been Buying And Selling In February
PORTFOLIO REVIEW – March, 2021
Important Update & A Gift To You
TRADE ALERT - Retirement Portfolio February 2021 (4/4)
MARKET UPDATE - 8 Ways Biden's Policies Will Affect Real Estate
The Most Inflation-Protected Net Lease REIT
Earnings Recap - Part 3: DIC, KLPEF, APD, RIOCF, DREUF, T82U, MNA (What To Buy Today)
TRADE ALERT - Retirement Portfolio February 2021 (3/4)
A Deep Look At Boston Properties
Earnings Recap - Part 2: NNN, WPC, AVB, CPT, REG, FRT, MNR-PC, AHH-PA (What To Buy Today)
Earnings Recap - Part 1: MPW, IRT, SLG, BRX, STAG, SPG, MAC, CXW, ENB (What To Buy Today)
Middle Eastern REIT Opportunities: Individual REITs - Part 2
TRADE ALERT - Core Portfolio February 2021 (2/4)
A Deep Look At Uniti Group And Windstream Holdings
TRADE ALERT - Core Portfolio February 2021 (1/4)
What RPD Has Been Buying And Selling In January
PORTFOLIO REVIEW – February, 2021
MARKET UPDATE - The American Dream Lives On
Update On The Recent Short-Squeeze And Its Impact On Our Holdings (Includes Trade Alert)
Update On Our Largest Mall Position, Macerich
TRADE ALERT - International Portfolio January 2020 (4/4)
Luxury Hotels: A Good Investment In 2021?
Middle Eastern REIT Opportunities: Introduction - Part 1
TRADE ALERT - Core Portfolio January 2021 (3/4)
Urstadt Biddle Properties: Buy More? Hold? Or Sell?
Update On Our Specialty REIT Holdings
TRADE ALERT - Core Portfolio January 2021 (2/4)
MARKET UPDATE - REITs & Rising Interest Rates: What You Need To Know
Own The Caesars Palace In Las Vegas And Earn A Rapidly-Rising 5.2% Yield (Strong Buy Upgrade)
What RPD Has Been Buying And Selling In December
TRADE ALERT - Retirement Portfolio January 2021 (1/4)