REI117: Warren Buffett Owns REITs, Should You? w/ Brad Thomas
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 11 April 2022
⏱️ 58 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | I think I first heard of the term sucker yield with Josh Peters. |
| 0:05.5 | And I thought, well, what is that? |
| 0:06.8 | Sucker yield is simply a yield is too good to be true. |
| 0:12.4 | In this week's episode, I talk with Brad Thomas all about investing in REITs, what they are, |
| 0:17.9 | how they work, why Warren Buffett owns them, and much, much more. |
| 0:22.0 | Brad Thomas has more than 25 years of experience in commercial real estate, where he's formulated |
| 0:26.7 | a deep understanding of development, finance, and security analysis. His experience is rooted |
| 0:32.7 | in value investing thanks to his background as a developer and his continuing career as an |
| 0:37.4 | investor and |
| 0:37.9 | advisor. As CEO and senior analyst for Wide Moat Research and host of the Groundup podcast, |
| 0:45.2 | Thomas researches and writes on a variety of real estate-based income alternatives with a |
| 0:49.7 | primary focus on publicly traded reeds. His broad understanding of capital markets in general has given |
| 0:55.7 | him a particularly strong track record when it comes to evaluating the most intelligent |
| 1:00.6 | companies out there with a keen eye on distinguishing between solid investment operations |
| 1:05.4 | and speculative ones. Thomas, who received his bachelor's degree in business and economics from |
| 1:10.8 | Presbyterian College, |
| 1:11.8 | is editor of the Forbes Real Estate Investor newsletter. He writes weekly for Forbes.com and the |
| 1:17.6 | Property Chronicle, as well as Seeking Alpha, where he's the number one analyst on REITs and finance, |
| 1:23.4 | and is the co-author of the Intelligent Reit Investor. As longtime listeners of the show know, my background |
| 1:29.7 | is in stock investing prior to becoming a real estate investor, and I still love investing in the |
| 1:34.6 | stock market today. Despite a lot of real estate investors seemingly being anti-stock market, |
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