REITs Aren't Dead – Don't Believe the Negative Sentiment

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4 • 677 Ratings

🗓️ 9 December 2024

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Dan and Corey welcome Brad Thomas to the show. Brad is the founder of our corporate affiliate Wide Moat Research. There, he serves as editor for the Wide Moat Daily, The Wide Moat Letter, the Intelligent Options Advisor, and the High-Yield Advisor newsletters. Brad joins the podcast to share some of his three decades' worth of experience in real estate.

Brad kicks things off by describing his background in real estate, how he lost almost everything during the Great Recession, and how his experience helps him with his job today researching companies. Next, Brad debunks the three largest perceived overhangs for real estate investment trusts ("REITs"): debt maturities, rising rates, and the "dead" office sector. As he explains, they aren't as big of factors for equity REITs as many believe. And in particular, there are some gems that investors can find within the office sector. (1:47)

Next, Brad talks about the growth potential for many specific REIT sectors, including cannabis, cell towers, data centers, and casinos. He throws out a few stock names along the way, and also explains what influence technology has had on REITs and their operations. This leads Brad to share his "trifecta approach" for diversifying between the three main beneficiaries of technology advancements. And he gives several reasons why investors should even bother to get into REITs right now, from valuations to Donald Trump. (18:49)

Finally, Brad points out that most companies have real estate components. So understanding how business is created from the ground up gives him and his team at Wide Moat Research an advantage. He emphasizes that Wide Moat's main goals are principal preservation and finding "sleep well at night" stocks. Brad then finishes by sharing which sectors outside of real estate he finds most attractive today. (41:17)

Transcript

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0:00.0	Hello and welcome to the Stansberry Investor Hour. I'm Dan Ferris. I'm the editor of Extreme Value and the Ferris Report, both published by Stansberry Research. And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today we talk with the founder of Wide Moat Research, Brad Thomas. Brad is a very smart guy. He's had a long career in real estate. He's a great equity analyst in general and is going to teach
0:22.6	us a lot about real estate and value investing and all kinds of good stuff. I love this guy because
0:28.1	I hardly need to say anything and all I need to do is sit back and listen to the man's mind, work.
0:36.1	Get out your pens and pencils. He's going to give you some ideas.
0:39.1	Let's talk with Brad Thomas. Let's do it right now.
0:46.7	For the last 25 years, Dan Ferris has predicted nearly every financial and political crisis in America, including the collapse of Lehman Brothers in 2008
0:55.3	and the peak of the NASDAQ in 2021. Now he has a new major announcement about a crisis that
1:01.2	could soon threaten the U.S. economy and can soon bankrupt millions of citizens. As he puts it,
1:07.0	there is something happening in this country, something much bigger than you may yet realize,
1:11.4	and millions are about to be blindsided unless they take the right steps now. Find out what's coming
1:16.6	and how to protect your portfolio by going to www. AmericanDarkday.com and sign up for this free report.
1:24.7	The last time the U.S. economy looked like this, stocks didn't move for 16 years,
1:29.0	and many investors lost 80% of their wealth. Learn the steps you can take right away to protect
1:34.6	and potentially grow your holdings many times over at www. Americandarkday.com.
1:49.8	Brad Thomas, so good of you to be here.
1:52.1	Thanks for coming to talk with us.
1:53.7	It's great to see everyone today.
1:54.3	All right.
2:00.4	You and I did get to talk a little bit at the Stansbury conference just for a few minutes.
2:01.9	And, you know, we just talked about REITs for a few minutes and you gave us some good points.
2:06.5	But I'm hoping we can get a little deeper into it today.
2:11.2	But maybe since you're a new guest to our audience, you can tell us, why was I talking to you about Reitz? Tell us a little bit about
	...

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