Ranked as the #1 analyst on Seeking Alpha in 2014, Brad Thomas leverages his background as a real estate developer and advisor to national retailers to bring practical, real-time insights to Premium Content subscribers. Brad researches, tests, and reports on a variety of real estate-based income alternatives, including publicly traded real estate investment trusts and real estate operating companies.
In addition to exclusive articles by Brad, a Premium Content Subscription includes access to his 5-star safety rating system, sample portfolios, instant alerts, monthly “key-player” interviews, and more.
We dig deeper for the small-cap REITs by analyzing them at an almost microscopic level – especially since many of the institutions aren’t covering them. In a way, the small caps serve as somewhat of a buffer of protection against the big cap names that the ETFs are chasing. Read more.
Given the strength of ARI’s results to-date and the company’s previously stated goals of maintaining a consistent quarterly dividend that is covered by operating earnings, we are maintaining a BUY. Read more.
Much like King Kong – standing atop the Empire State Building – ESRT has proven itself as a “King Kong consolidator”. Read more.
With more than 28,000 select service and extended stay hotel rooms, APLE is one of the largest owners of select service and extended stay hotel rooms in the industry. Read more.
We already have good intel related to most all sectors and markets located within the U.S., so adding a few more REITs is much simpler for us. Read more.
MRT’s portfolio was comprised of 24 healthcare facilities that contain a total of 2,345 licensed beds. One of the properties is less than 10 miles from my office so I decided that I would drive out to inspect the property…I was not impressed. Read more.
The common and preferred got hammered on the downgrade and we thought it might help to review what has led to this. The best place to start is with the Ultra Petroleum (OTCPK:UPLMQ) bankruptcy docket. Read more.
These multiple responsibilities and varying interests could create competition for the time and efforts of RMR and its founders, and actual, potential or perceived conflicts of interest may arise. Read more.
Lodging REITs have underperformed most other sectors year to date as investors remain concerned over decelerating fundamentals and the length of the lodging cycle. Read more.
LXP continues to improve its portfolio quality to enhance overall operating results, the investment strategy is paying off. Don’t worry, this is not a victory lap, I am simply taking a closer look at this REIT to determine whether I should maintain the weighting, add, or subtract. In other words, it’s time for a checkup. […]
I don’t consider myself a typical media outlet, I am merely a value investor who loves to write on business. It just so happens that my sector (real estate) and Trump’s business are one in the same. Read more.
Our goal is to cherry pick from a basket of over 125 REITs and maintain exposure in around 25-30 names. While we attempt to own as many high-quality REITs (or SWANs) as possible, we also believe that it’s important to consider the rising stars that could provide us with outsized returns. Read me.
As a contributor for Seeking Alpha and Forbes, as well as Senior Analyst at iREIT, Brad Thomas is a real estate expert with a strong background in capital markets. Thomas researches and writes on a variety of real estate based fixed-income alternatives, maintaining real-time research on around 100 U.S. equity REITs, Mutual Funds, and REIT ETFs. In addition to writing and lecturing, Thomas works as a commercial real estate strategist, consultant, and advisor to retailers around the world.
*data provided by NAREIT
"Brad, your research and subsequent articles on REITs are of the highest caliber and quality, and many of us are very appreciative! Thank you for untangling the REIT web!! (long VTR, HCP, CCP, DLR, OHI and wishing/hoping/longing for some fairly-valued O!)"
"Brad, Repeating my comment on your article (Intelligent REIT Investor), I very much appreciate your incredible articles. Since February, I have turned our $260k portfolio into a $365K portfolio by paying close attention to your advice. Making more than a $100k in five months feels pretty good! Roger"
"Thanks to you, Brad, REITS are 17.9% of my current income on 12.3% of investment. Without your guidance I would never have bought into the REIT story."
"Largely because of this author I have been seriously looking to move a material % of my investable income into REITs. Thomas has become my 'go-to' source for all things REIT. As a subscriber to the "Forbes Real Estate Investor", I want to thank Brad Thomas for his countless superb articles over the years that have educated me to be a thoughtful and better informed investor. I look forward to reading your new book on REIT investing due to be released in late August."
"I am now a very satisfied customer of your Forbes newsletter. I subscribed right in the sweet spot: I am thoroughly enjoying the 2016 REIT boom. Particularly with the assistance of your dividend safety ratings (which have themselves paid for my subscription) & your buy-sell ratings."
"I am watching friends and family who pay 1.5% for "wealth management" and are getting very low returns in what should be a fairly good year. Point being, with you advice at zero cost to me, I am far ahead of my friends. I commented a few times on Lexington after my own evaluation of their financials and all you data. I went long in late January 6K shares and now wish it was 60K. Thanks again and always thanks for helping, big-time, all small individual investors."
"For all you savvy investors out there here is your laugh of the day...about a year ago I decided to "reach for yield" in my portfolio. As I am retired and can spend time researching REITs and BDCs, I decided to concentrate on some of these stocks. But I found that my research was not as accurate or as extensive as this Dude on Seeking Alpha...Brad Thomas. Wellbeing the naturally lazy person that my father always claimed me to be, I just found that Brad was doing the work for me. OK...here's the punch line...I just BUY 100 shares of any stock that Brad touts. I'm happy to report that I'm UP in all my purchases and enjoying the dividends. Crazy huh?"
"This small time investor is really learning from you. Thank you!"
Another great article - thanks for sharing, Brad. Your research is extremely useful.
Brad - I love your research, one of my most trusted sources for ideas and verifying my own stock DD. People can say what they want but Trump has been very successful in the real estate business which is a cut throat business. No one bats 1000... Look at it this way when he becomes president your worthless stock certificate that you had the foresight to hold unto will be a value historic document.