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Bargain Shopping In The Mall REIT Sector

The Mall REIT sector continues to get crushed as department store chains are scrambling to downsize space and reduce rent liabilities. Today JC Penney (JCP) announced it plans to shutter 130-140 [...]

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February 25, 2017 | The Ground Up Radio Show

February 25, 2017 | The Ground Up Radio Show Topics: Discuss (STAG), (PFFR), and (OHI). Guests include: Guest #1. Ben Butcher, CEO of STAG Guest #2. Chuck Carnavelle, F.A.S.T. Graphs

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A Textbook Example Of ‘Why Moats Matter’

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 [...]

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What’s Keeping You Up At Night?

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 [...]

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A Global Real Estate Powerhouse

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 [...]

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Is It Time To Buy The #1 REIT In The World?

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 [...]

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February 18, 2017 | The Ground Up Radio Show

February 18, 2017 | The Ground Up Radio Show Guest #1. James Heckman, The Maven Guest #2. Jonathon Morris, Georgetown University

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Learn From My Mistakes, It’s Much Cheaper That Way

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 [...]

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Debunking The Myths Of STAG

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 [...]

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Become A Contrarian REIT Investor

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 [...]