Follow The Rent And Dividend Growth - REITs With Brad Thomas

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8 • 950 Ratings

🗓️ 26 November 2022

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode we’re joined by Brad Thomas who runs iREIT on Alpha. We discuss REITs like Sachem (SACH) and Broadmark (BRMK) in this economic climate and how increased rates are impacting the housing market. Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll, and we look at retail ETFs for Black Friday and Cyber Monday.

Transcript

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0:00.0	Welcome to Seeking Alpha's Wall Street Breakfast, your daily source of market news and analysis.
0:06.8	Subscribe to this podcast on Apple Podcast, Spotify or Stitcher.
0:11.3	Thanks for joining me today.
0:12.6	I'm Julie Morgan, host of Wall Street Breakfast,
0:15.3	Seeking Alpha's Daily flagship podcast.
0:18.2	Today's topic is Reets,
0:20.1	REIT's Real estate investment trust.
0:23.6	Brad Thomas is helping us break this down today.
0:26.5	He's the author of Ireat on Alpha
0:29.2	in the Seeking Alpha Marketplace.
0:31.6	Brad, thanks for joining me today.
0:33.5	Great. It's great to be with you.
0:34.7	Thank you.
0:35.7	The housing market.
0:36.7	Should investors correlate the state of the housing market now to whether they should
0:41.0	invest in Reets? Sure, and that's a great question, Julie,
0:45.0	and something that really hits home for me.
0:47.5	I was, you know, I was a developer for almost three decades and before I started writing on Seeking Alpha and what I my most
1:01.5	memorable experience about housing was the Great Recession.
1:06.0	At the time I was working with some very large regional home builders.
1:10.4	My mother was actually working for the same company and she was a sales person for the company and I lived through this great recession.
1:20.0	It was a very, those were very difficult times, you know, banks shuddering, builders going out of business, foreclosures,
	...

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