How REITs Could Stage a Huge Comeback in 2026

Stansberry Investor Hour

Stansberry Research

Business, Investing

4.3 • 680 Ratings

🗓️ 19 January 2026

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this week's Stansberry Investor Hour, Dan welcomes Brad Thomas back to the show. Brad is an editor at our corporate affiliate Wide Moat Research.

Brad kicks things off by stating why he thinks now is a great time to invest in real estate investment trusts ("REITs"). He shares a chart of different asset classes going back to 2010 to show how many times REITs were a leading sector. He then discusses the Federal Reserve, interest rates, and why he isn't worried about their impact on REITs in the long term. Additionally, he talks about how the growing "silver tsunami" is going to create a surge in REITs. (0:00)

Next, Brad details one company primed to meet the silver tsunami demand. It owns its own buildings and rents off the land while possessing a strong balance sheet. Brad then shares his thoughts on data-center REITs and his previous recommendations in that subsector. He also says that more REITs outside of data centers are increasing their investing in AI. But with energy bottlenecks and other factors, the one concern that investors could have is vacant data centers. (15:44)

Finally, Brad mentions a sector that's boring yet is stable and provides predictable dividends. He provides an example with one company that had a slowdown due to COVID-19 but is starting to come back from the rough times. And he emphasizes Wide Moat Research's goal of meeting with management teams to see what they do for investors. (35:49)

Transcript

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0:00.0	Hello and welcome to the Stansberry Investor Hour.
0:12.8	I'm Dan Ferris.
0:13.7	I'm the editor of Extreme Value and the Ferris Report, both published by Stansberry Research,
0:19.6	and I'm hosting the show. My co-host, Corey, is off today.
0:23.4	Our guest is my friend and reet expert Brad Thomas from Wide Moat Research.
0:30.5	Brad has been there and done that in real estate. He's been in the sector for decades. He
0:35.8	knows it cold. He is a guy we definitely want to
0:39.0	check in with if we want to know what's going on with REITs and real estate investment trusts
0:44.2	and real estate generally. So let's do that. Let's do it right now. Let's talk with Brad Thomas.
0:50.2	Let's do it right now. Brad, always a pleasure to see you. Welcome back to the show. Hey, it's good to see you, Dan, and I'm glad to be back on. Really excited today. Yeah, I didn't look up how long it's been, but too long is what I want to say. There's a lot happening in the world. I feel like I need to check in with folks like you more often, so'm glad you're here i guess you know it's hard this is our first recording of 2026 so there's really
1:17.1	only one place to start here right i mean um you know as we spoke before we hit the record button
1:24.6	um you know reets were not so great in 2025. And it really,
1:30.9	like, you're the one guy I really want to be talking to at the beginning of 2026 about this,
1:36.5	because I have a contrarian kind of an instinct. So I want to, you know, that's where I want to go
1:42.9	if the performance wasn't great. But can you sort of like, you know, that's where I want to go if the performance wasn't great. But can you
1:45.2	sort of like, you know, why didn't they perform so great and, and look ahead for me and tell me if
1:52.4	you see anything? Yeah, well, then we're probably close to the same age. And we both have
1:58.2	lived through, you know, various cycles and market cycles in
2:04.6	recessions and course COVID. And so, you know, it's, I think, given all of this history,
2:11.6	and of course, I was a real estate developer for over 20 years before I got into this,
2:16.3	this new career being a Wall Street writer.
2:20.2	And, you know, I think, I think this is a great opportunity for REITS today.
	...

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