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.
Let’s take a closer look and maybe there are clues that could assist investors with either selling or shorting shares in this REIT. Over the next few weeks, I will be writing a series called “Buyer Beware” in an effort to expose some of the riskier REITs. Read more.
After a long stretch of complacency, the market woke up to the fact the Federal Reserve could again be in play and the odds of a September rate hike increased (on the heel of Fed governors talking up the possibility before the quiet period beginning next week). Read more.
The outlook for the student housing industry remains very positive. Average annual enrollment growth is 1.4% per year through 2023, validating the fact that students are seeking the highest value education as possible. Read more.
Our top pick should benefit as it is a consolidator, has liquidity and has been transitioning the portfolio to higher value crops. Read more.
This new playa’ in self-storage is simply hitting all cylinders. Read more.
We really like SUI, and the Carefree acquisition appears to be a complimentary deal that will drive earnings and dividend growth in 2017 and beyond. Read more.
I’m not going to throw more salt in the wound for Sears or Seritage – the purpose of my article is to prove that Buffett is gambling, not investing. Read more.
We believe that TA is paying too much rent to HPT and if TA could conduct arm’s length sale-leaseback deals it could significantly reduce its rental costs and increase profits. Read more.
Today is the day, Equity REITs have entered into a new frontier, “boldly going where no man has gone before”. Read more.
Given current valuations and expected growth rates, the sector looks compelling enough to become involved.
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.
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.