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 believe that GGP can produce annual returns of around 15%, especially in light of the argument Cramer made last week that “malls aren’t dead.”. Read more.
If a tenant (farmer) defaults, there are farmers ready to plow the farms – the landlord rarely sees a rent default. In the words of Will Rogers, “Buy land. They ain’t making any more of the stuff”. Read more.
With RMR in the driver’s seat, I do not expect to see much more out of GOV than a dividend. As noted, SIR could also spark a pullback that could trigger a loss of principal for GOV investors. On the surface, a government-based REIT looks attractive – almost bond-like – but when you peel back […]
DEA’s portfolio is around 96% backed by the U.S. government. GSA has never financially defaulted on a lease throughout its history, and because DEA does not lease to state agencies, there are no risks related to appropriations. Read more.
It’s clear that in just a few days REITs will play a larger role in the world of investing. That’s precisely why my co-author, Stephanie Krewson-Kelly, and I decided to write a book on the subject.Our timing is good since I was informed by my publisher that thebook would be released in just a few […]
A few months ago I ran across a new player in the Net Lease space, this company is not yet a REIT but a C-Corporation intending to convert (to a REIT) in a year or so. That’s what I call a “wannabe” REIT. Read more.
To gauge the overall durability of the dividend we consider factors such as the balance sheet, payout ratio, and historical dividend growth. Read more.
Gramercy Property Trust (GPT) was almost extinct in 2009, and that’s when the marriage between GPT and American Financial began to unravel, primarily due to the combined company’s significant leverage as well as the growing distressed loans originated by GPT’s legacy lending organization. Read more.
Bloomberg New Energy Finance has estimated that approximately $500 billion of capital needs to be invested in clean energy assets in each of the next 25 years in order to ensure global temperatures rise no more than 2° Celsius. Read more.
We are not fans of Four Corners Property Trust (FCPT) because of the company’s “lack of diversification” and high reliance on Olive Garden to fund and grow its dividend. Read more.
We have opined before that CBL & Associates (NYSE:CBL) is not a core holding due to their B/C quality malls and the outlook for lower tier malls. We have suggested instead to consider owning REITs with higher quality malls. Read more.
Digging deeper into the dividend mines, I have uncovered a company that appears to be a diamond in the rough. Read more.
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.