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.
Although the dividend cut is done, we still see execution risk as the biggest risk with IRET. The company must successfully close on the Senior Housing portfolio and then redeploy the proceeds into high-quality multifamily properties. Read more.
Over a year ago Ventas Inc. (VTR) decided to spin off its skilled nursing properties to form Care Capital Properties (NYSE:CCP). VTR was the first of the “Big 3” healthcare REITs to address the reimbursement issues impacting SNF operators. Read more.
In the upcoming edition of my newsletter, Forbes Real Estate Investor, we are providing a 2017 REIT Outlook, in which we point out the most desirable and undesirable property sectors. Our property sector recommendations are centered on suggested weightings (overweight, market weight, and underweight) in which we select the best REITs to own (in 2017) and […]
We believe that the floating-rate loan portfolio will outperform in a rising interest rate environment and the company is well positioned as a special service provider (a hedge against credit deterioration). The 8.7% dividend yield is especially attractive in this “thirst for yield” environment. Read more.
If you are worried about increasing rates, CRE mREITs are the way to go. Read more.
The basic necessities for existence – food and shelter – are vitally important to the existence of the human race and everyone has to eat. Read more.
I’m glad we jumped on the DOC train early, and it appears there is plenty of runway left for this pure play MOB REIT. Read more.
Could WHLR see another dividend cut? Or is it possible that the company has turned the corner and could produce out-sized returns in 2017? Read more.
In an article on Monday, I provided a list of my top 10 REITs for Mom, and Omega Healthcare Investors (NYSE:OHI) was one of those picks. On the surface, OHI appears to be a complicated investment, at least in the eyes of Mr. Market. Read more.
The death of the traditional retail storefront is overblown, as physical stores are “quietly evolving through the integration of digital innovations, ultimately vying to offer consumers a true omnichannel retail environment”. Read more.
Our process for analyzing REITs include substantial due diligence and research, including analyzing financial statements, comparing peers, speaking with management, and weighing the overall profitability of the operation. We take special pride in our REIT research and we don’t take the “SWAN” ratings lightly. Read more.
There’s no doubt that ACC quarterbacks, especially in 2016, are the crème de la crème. Both the Heisman trophy winner, Louisville’s Lamar Jackson, and the runner-up, Clemson’s Deshaun Watson, are among the best college athletes of the year. 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
"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.