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Contributor's Links: The Intelligent REIT Investor

Brad Thomas has over 25 years of experience in the commercial real estate brokerage, development and investment sectors and the majority of his experience has been research and consulting. Over the years, Thomas has provided nationwide real estate brokerage, construction services, development ... more

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Blinded By The Dividend-Paying Light: Beware Of Washington Prime's 'Sucker Yield'
Washington Prime Group has taken on more leverage over the last two years and its cost of capital signals that the moat is shrinking.
Tanger Is A Textbook Strong Buy
Tanger, in my view, is a cash cow, and that’s one of the primary reasons I have been so bullish with this pick.
Monopoly Man's Monthly Strong Buy Pick: Iron Mountain
Just over a week ago, Bank of America downgraded Iron Mountain to underperform, citing declining recycled paper prices, of all things. I believe investors should consider the potential opportunity.
4 Reasons Enterprise Products Partners Is A Strong Super SWAN Buy
Super SWANs are as close to perfect dividend stocks as you can find on Wall Street. Dividend Kings tracks 40 of these legendary income payers, and unfortunately, most are highly overvalued right now. Even so, something good always goes on sale.
Mr. Buffett, You Picked The Wrong Blue Light Special
Warren Buffett once said "Risk Comes From Not Knowing What You're Doing." Ironically, there's not much historical evidence related to Buffett's investing acumen as a real estate financier.
REITs Whacked Down The Hardest In 2015
While whack-a-mole can help your stress level, there's another way to reduce tension - by avoiding REITs that have been whacked down. Now that 2016 has commenced, let's take a closer look at REITs that have been whacked down the hardest in 2015.
LTC Properties Is A Diamond In The Rough
Most all healthcare REITs have been on sale in 2015, and as a result, I have been paying close attention to my portfolio by tactfully cherry-picking the winners, hoping to unlock the most value in 2016. LTC deserves a closer look.
How Many REITs Should I Own?
Real estate is an uncorrelated, inflation-linked asset class that complements a multi-structured portfolio offering diversification, potential risk reduction and return enhancement.
Solving The Alpha For O
Just like the other stocks I just cited, I'm not sure there's a real competitive advantage for "O" based solely on the clever one-letter ticker symbol. However, there is a reason that Realty Income has become a force in the REIT sector.
What Is The Tipping Point For VEREIT?
VEREIT's share price and dividend yield are looking awfully cheap - shares in the $7.24 billion (market cap) REIT closed on Friday at $8.00 with a dividend yield of 6.9%.
Whitestone REIT Is Now Yielding 10.5%
Whitestone REIT (NYSE:WSR) is this year's Labor Day special. WSR now trades at $10.89 per share - a price not seen since October 2011.
I Pity The Fool That Chases Fool's Gold, Invest In REIT Preferreds
REIT preferred stocks have outperformed the broader preferred market and bonds over time, as well as keeping pace with the S&P 500 over longer periods of time.
Durability Test: W.P. Carey
W.P. Carey Inc. is a leading global net lease REIT that provides long-term sale-leaseback and build-to-suit financing solutions for companies worldwide. As of Q2-15, the company had an enterprise value of approximately $10.4 billion.
Care Capital Properties Has All The Ingredients Of Something Special
Next week, Care Capital Properties, Inc. (NYSE:CCP) will begin trading on the New York Stock Exchange. The Chicago-based healthcare REIT will spin off from Ventas, Inc. (NYSE:VTR) by issuing approximately 84 million shares.
Digital Realty Is A Moat-Worthy REIT Worth Owning
Digital Realty (NYSE:DLR) is a core position in my Durable Income Portfolio and I have been pleased with the performance since I initially established a position in September 2013.
Meet The Mastermind Behind This REIT Merger
I recognize that the Chambers Street deal is masterminded by Gordon Dugan. On the surface, the transaction looks complex, yet my interview this week with Dugan provides me with comfort that my principal is safe.
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