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.
February 18, 2017 | The Ground Up Radio Show Guest #1. James Heckman, The Maven Guest #2. Jonathon Morris, Georgetown University
February 4, 2017 | The Ground Up Radio Show Topics: Discuss REIT Fundamentals Guest #1. Dr. Brad Case, Sr. VP, Research & Industry Information, NAREIT Guest #2. Michael Terry (aka Rubicon) Guest #3. Lauren Thomas
Tomorrow I’m publishing my monthly newsletter, Forbes Real Estate Investor, in which I will reveal my 2017 forecast and sector-by-sector picks. Although I am bullish as it relates to commercial real estate in general, I believe that it’s important to analyze each property sector to better understand supply and demand logic. Read more.
The New York Times also suggested that companies that specialize in surveillance technology or even virtual barriers could also benefit. In addition, I believe that there is a REIT that is likely to benefit from Trump’s “build the wall” promise and that’s the subject of my article today. Read more.
The Trump rally serves as another catalyst that should benefit retail landlords. As the President’s administration begins to reduce regulation and corporate taxes, consumers should see more disposable income in their wallets that will drive retail sales and profits. Read more.
Just as successful retailers must understand the value for survival, REIT investors must also understand the secret to unlocking value in the Mall REIT sector. Read more.
January 28, 2017 | The Ground Up Radio Show Topics: Discuss Trump, Real Estate and Net Lease investing. Guest #1. Lauren Thomas (my daughter) Guest #2. Jonathon Morris (Georgetown University) Guest #3. Stan Wyrwicz (Calkain Companies).
It’s not easy picking SWANs though, as many high-quality REITs are often priced for perfection. The job of any successful investor requires patience and stamina, and the courage to take the emotion out of the decision-making process. Read More.
Brad Thomas is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Brad about was his biggest investing victory of 2016 and what his “State of the Markets” address would be going into 2017. Read more for an excerpt from the interview and […]
I just finished up the 2017 Forecast for my newsletter (Forbes Real Estate Investor). As I examined each of the property sectors, hoping to uncover optimized value and returns, I could not help but to appreciate the role that Small Cap REITs serve within my Durable Income Portfolio. Read more.
Unlike any other property sector, the Net Lease sector has almost limitless demand for consolidation as practically every business has a warehouse, office building, or storefront that utilizes stand-alone buildings. Read more.
Although I don’t generally follow the lead of Hedge Fund Managers (in the REIT space) I decided that it was time for me to follow Chris DeMuth’s trail in hopes of duplicating the same success that he has enjoyed to date with NXRT. 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.