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.
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Summary Digital Realty has been one of the best REIT investments in my career. In 2016, Digital has made solid progress towards its goal of achieving operating efficiencies to accelerate growth in cash flow and value per share. In a very real sense, dividends are a mark of corporate maturity, expressing through a check in […]
Summary Owning under-performing stocks can wreck a good night’s sleep, symptoms including stress, anxiety, and even marriage blues. Another way that investors can live a stress free life is to avoid higher risk REITs. This chase for yield in the stock market leads to the same thing that all such chasing leads to – impulsively […]
Summary The Real Estate Sector represents nearly 4% of the equity market capitalization of the S&P 1500. Equity REITs make up about 98% of the equity market capitalization of the sector, and real estate management and brokerage companies make up the remainder. Today, I have decided to commence coverage on CBRE Group. On August 31, […]
Summary Owning SWANs is an important part of my business plan as these stocks represent a majority of my REIT portfolio. It takes significant time to weed out the “best from the rest,” but the hard work is validated when I begin to see the results. Buying stocks when they are cheap is the best […]
February 18, 2017 | The Ground Up Radio Show Guest #1. James Heckman, The Maven Guest #2. Jonathon Morris, Georgetown University
Summary “Always try to learn from other people’s mistakes, not your own – it’s much cheaper that way”. – Donald J. Trump. If you do decide to touch the hot pan again, you’ll likely be more cautious, since your brain senses the pain of the first encounter. VEREIT remains a value play versus peers, but […]
Summary It’s true that in a secondary market, a substantial spread is necessary given that NOI growth is typically less. However, investors are compensated for the higher income yield. I am going to provide my counter-argument that there is adequate reward for secondary market risks. One of the most frequently cited reasons to invest in […]
Summary Contrarian investing is related to value investing in that the contrarian is also looking for mispriced investments. New Senior represents a compelling opportunity for investors to take advantage of an attractive 10.1% dividend yield, while bidders begin to surface. New Senior is suffering from high leverage and external management – clearly keys that are […]
Shutterstock There are many ingredients that make up the so-called SWAN portfolio and there are common denominators such as predictability, reliability, and durability. All of these attributes are part of the value proposition for owning a stress free investment portfolio. It takes a real superstar to be included in the SWAN club, and to even […]
Summary Trump’s visit to SC and especially his closing remarks cast a boom-like aura. While in New York last week I had the opportunity to become a guest with Jane King at NASDAQ. Viewed from the lens of a day-trader, rising rates are like kryptonite for REITs; however, viewed through the eyes of a fundamental […]
Summary The golden rule: He who has the gold makes all the rules. Selling the furniture to heat the house. Mr. Buffett, are you listening? As I suggested to my newsletter (Forbes Real Estate Investor) subscribers back in January, I am bullish on the Mall REIT sector based on the mispricing that exists (valuation gap) […]
SoftBank Group Corp. founder Masayoshi Son delivers a speech at the SoftBank World 2016 in Tokyo on July 21, 2016. (KAZUHIRO NOGI/AFP/Getty Images) Late Tuesday, Japan’s Softbank Group Corp. announced it was acquiring Fortress Investment Group (FIG) in a $3.3 billion cash deal. Founded in 1998 with $400 million of assets under management, Fortress has grown […]
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.
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"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.
I don't care to risk my $ in any way....and don't gamble unless I know the risks are weighted in my favor......or paid a risk premium in my stocks. That is why I follow Brad Thomas.....he let's us know when it's a gamble. Thanks Brad for your expertise in so many ways. Enjoy your week. :)) Rose.
Brad, thanks for sharing your great insights. I've followed your picks for awhile now but never took the time to thank you. I've done exceptionally well with most of your picks over the last year. I haven't gone with everyone but those I have, have topped 15% in unrealized gains and 6.75 % in cash dividends + nearly all have had dividend growth as well.
Brad, I understand this is an incredible bull market, but you seem to have the knack of fishing out the underappreciated. I was very wrong in criticizing you at some point in the past. I am up 10% on SNR since I bought it last month, and up way more on LXP, STAG, etc. I am so grateful for what you have provided here, and I recommend you to every new investor I meet. Your honesty is just amazing, and you don't always say every stock is a buy which is refreshing. Please accept my apology for being rude, and keep these wonderful ideas coming.