REIT

dvdmovie1

There's also countless other, better healthcare companies than a company that has done horridly over both the short and long-term that has a lousy track record with M&A including about 5.4B on GBT (whose drug was eventually pulled) and getting bid up by NVO recently for MTSR. PFE on here feels like it's the healthcare name so many people go with simply because it's the healthcare name they've heard of. It's like O and REITs - if someone mentions a REIT on here there's about a 90% chance it's that - people just going with what they read everyone else owns.

Icy-Nefariousness424

The stock has gone from $45 to $4.34 in a year. That's typically what happens. The trust only has 14 properties in it and the company claims to be an office REIT but has multi family properties making up 40% of its portfolio and they're all on the West Coast. They probably tried to entice investors with a higher than sector average yield but ended up paying out distributions by having to sell more shares or sell assets which is why the NAV eroded so badly and quickly. A good REIT is usually very large and will have a payout of between 2.5 and 6%. Not saying they can't go higher but you usually won't get price appreciation or dividend growth either.

BasicPerson23

An *office* REIT? No thanks.

CadeCumminhand

If GIPR has volume tomorrow, it’ll be a GAPPER. Rate cut REIT play

PalpitationSmooth992

REITs will outperform tech next year stop buying stocks that already pumped the whole year start buying stuff that has underperformed I dumped all my S&P on monday and now my largest holding in my roth is COLD which is up 10 percent today that is nuts for a REIT

PalpitationSmooth992

everyone talking about AMZN up 1.5 and my REIT COLD I loaded my roth with at 11 is up 10 percent

Due-Papaya-6217

AHT has started moving! A low float REIT on a rate cut? Yes please 😋

Due-Papaya-6217

Watching $AHT, another low float REIT which could double with the rate cuts. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2025/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-REVIEW-OF-STRATEGIC-ALTERNATIVES/default.aspx

Then-Vermicelli6075

Honestly, for a 65 year old planning to stretch a million over four decades, that mix is a little spicy 😂. VTI and VOO together is basically double dipping into the same basket, and throwing 10 percent into GME at retirement age is like saying “I like adrenaline more than stability.” If you’re trying to keep growth while still giving yourself room to breathe, most people your age end up shifting closer to something like a 60/40 or even 50/50 blend once withdrawals start. Not because bonds are sexy, but because sequence of returns will humble anyone depending on their portfolio for income. The REIT slice makes sense though, especially VNQ, as long as you’re ready for the volatility that comes with it. If you want a second opinion that’s actually tailored, I got a ton of value chatting with alann capital when I was reworking my own long term setup. They’re pretty practical and won’t push anything weird. You can just google alann capital . com if you ever want a more custom breakdown. But yeah… maybe keep GME as a fun one percent instead of ten and call it a day.

Bent_Brewer

Which still won't pull them out of the hole they voted for. They'll manage to stay treading water long enough for, who was it? JD Vance, and his [Acretrader](https://civileats.com/2024/09/18/jd-vance-invested-in-acretrader-heres-why-that-matters/) REIT? Oh, look!

jauch888888

For 27, you're actually in a great position. Your savings rate is solid, you’re investing consistently, and your debt is manageable. The main thing I’d adjust is diversification — having 30k in a single REIT (O) is a big concentration risk. A smoother long-term approach would be: • keep VOO as your core • keep QQQI as a growth tilt • reduce the oversized REIT position over time Your strategy is totally fine for long-term retirement as long as you stay diversified and keep that savings rate. Voila

Great_Molasses_4601

ONL is 86% undervalued as a office REIT, and is actively paying dividends around a 2$ price; which is almost unheard of. BTLCY is also marginally undervalued, but easier to swing trade; and pays a significantly higher divedend yeild in a undervalued market. Aswell as BTLCYs portfolio was overall labeled by wallstreet for being "lean and mean" in its reliability against future headwinds.

dvdmovie1

In terms of your investing direction, it's way too income oriented for your age. Growth should be the priority imo and if something happens to offer dividends great but that large a % in Realty Income (it feels like whenever someone mentions a REIT on Reddit, there's a good chance it's that) feels dividends for the sake of dividends and is way too much reliance upon one name. O's trailing returns are not that compelling imo, either: https://www.morningstar.com/stocks/xnys/o/trailing-returns I think you're doing well broadly and congrats on that but in terms of your investments I would definitely not devote that much to income-oriented names. QQQI too.

OpeDefinitely

Been on my mind for a long time but implementation is tricky. The only practical way I've thought of to make it happen is to create broad sector REITs, but that focus on individual markets. That way, each REIT is practically a slice of its focus area's local economy.

trippwmcd3

LOL. What? "Cash flow is not a suitable valuation metric for US REITs." Cash flow is the primary valuation metric. FFO and AFFO are SUPPOSED to be quick & dirty proxies for cash flow. That is the case for almost all REITs, except MPW which reports a NFFO inflated by more than 50% with non-cash straight-line rents. No other REIT reports such a massive amount of fake, non-cash revenue (i.e., Straight Line Rents or SLR). In MPW's case, the SLR is driven by absurd assumption that insolvent tenants will pay the inflated rents through 20-40 year lease terms. MPW even includes option periods in that calc! Given junk credit and sky-high odds of default, MPW's leases never make it through full lease term. Just look at the 5 YR probability of default approaching 50% for CCC credit in latest S&P study to gauge the absurdity of MPW's assumptions. Beyond the SLR, MPW also funds loans to these tenants so they can pay rent. These loans are then slowly impaired. But neither the loan support, nor the capex and other cash outflows ever make it into AFFO calc. Which is why you have to look at cash flow statement from audited financials. OP is badly mistaken. And this whole thing is a scam to draw in naive retail investors. [https://www.reit.com/glossary/funds-operation-ffo](https://www.reit.com/glossary/funds-operation-ffo)

trippwmcd3

I've seen a bunch of desperate non-factual posts in the past few years since Aldag has "pivoted" to paying social media sock puppet accounts to pump & dump. This one is up there based on OP's laughable confusion with basic REIT metrics in comment section. I guess OP's posts from last September didn't stick...wonder why so many get removed? This is an obvious fraud to anyone paying attention.

blaaaaaaaam

Why not buy a REIT?

Great_Molasses_4601

Your right no penny stock comes without a risk, however if your concerned with my picks I cant give you a list. MBOT (accumulating for possible profitability next year goal being 4$+) PLBY, My retail pick that broke profitability (found at .89 selling 3$×+) BTLCY, for a reliable and stable REIT with plenty of cash on hand; and prime tenants (found at 4.55 selling 5.10+) DFLI (found at .25, selling 2$+ innovated EV batteries for larger vehicles; and was recognized by both the trucking and battwry community for its innovations with their products) FEMY (found at .75, selling 1.10$+ Innvated Feminine OBGYN care currently going without much contesting in their market since IVF fell) ONL (found 2.10, selling 2.40 REIT thats pays divedends that has a ceo thats a natural to flipping REIT companies; and was confident out valuing a buy out offer they recently turned down) IVDA a data center in arizona thats the easiest of the states data centers to be put on the market (found at .65 selling 1.10$+) Less then 10$, but not penny stocks Nokia (Divdend paying services company. riding out till end of its billion dollar nivida contract in 2026. Found 5.50) Adt (dividend paying serives company. riding out till end of google contract in 2026. Found at 8.15) Overall a services company being out of debt with high institutional/ceo ownership, doesn't mean they have a for sure way to secure profits.

Historical_Low4458

That plan was my original thought as well. I'm not anti-dividend as some people in these threads (I have SCHD/SCHY in my IRA, an income fund in my 401k, and my taxable is almost all individual dividend stocks), but rather the specifc REIT and sector fund you selected as why I would put that 20% into FXAIX combined with you being mostly risk adverse.

ImprovementMain7109

You’re overfocusing on “dividends” and underestimating how nasty some of these names are. AGNC in particular is a highly leveraged mortgage REIT that’s been a long term wealth destroyer once you include all the dilutions and price declines. I used to sit in meetings where people pitched these for “income” and the total return chart over 10+ years basically killed the story every time. If you want moderate risk, that’s not it. At 28, the big levers are your overall stock/bond split and savings rate, not slicing into 6+ buckets. Something like “80–90% broad stock index, 10–20% bonds” is already a complete, moderate-risk portfolio. You’re basically at ~95% equities if you treat REITs as stocks, so your risk is already high regardless of the word “dividend.” VNQ/NNN are fine in small size, but now you’ve got 20%+ in REITs if you count AGNC, which is a big sector bet. If it were me: drop AGNC entirely or cap it at a tiny “fun money” slice, shrink REITs to maybe 5–10% max, and keep the rest in one or two broad cheap funds (S&P 500 or total market, plus some international if you want). That gives you tech exposure automatically without betting the farm on it. And separate goal: any money you need for a house in the next ~5 years should probably not be in this portfolio at all, more like HYSA / short term bonds.

looool_k_libtard

As a dividend REIT investor I receive $28 a quarter from my smart investment strategy. Through passive compound investing I will be able to retire off this money by the time I am 481 years old.

Great_Molasses_4601

This isnt a pump and dump at all, its a beaten down REIT, thats offering significantly more value then other portfolios on the market at its level.

Great_Molasses_4601

ONL, ultimately the CEO (Paul C. Hughes) is a REIT company flipping Veteran with 35 years of experience with this market; and flipped his previously founded company Caplease for 2.2 billion dollars in 2013. Aswell as the current team is handed picked from a previous entitie (VERIET) he ended up Aqquiring in 2013. They also hold alot of credible leasers, with 17% of their total leasing being to the Goverment Severcies Administration.

polynesiantrapezius

I know that Nvidia and Snowflake operate in high-margin segments. The comparison with Nebius is not one-to-one. The goal was to use analogies to help understand their long term vision. Neoclouds are indeed capital-intensive by design because they own and operate physical infrastructure. Their margins will always be structurally lower than pure software or IP businesses unless they reach very large scale, but I believe Nebius has all the tools to not become commoditized down the road and to become the reference in overall AI Cloud services. Yes, they are currently spending heavily in acquiring capacity and building infrastructure, but that is because of the current market dynamics. The end goal is not to become a REIT/pure infrastructure play, it's about offering the best AI Cloud services stack for enterprise/startups. Another thing here is that I don't see demand slowing down anytime soon. I am witnessing the exponentially fast adoption of AI at the enterprise level and all its applications. A year and a half ago people were barely using AI at work, and now any company and their mother ensures there's widespread adoption of AI internally with different applications that generate real value for their companies. Nebius long term play is more towards the enterprise/startups market than for hyperscalers. So we shouldn't view Nebius as a pure compute - bare metals data center long term play. They are already more than that, but the end goal is about their software stack. I am not saying Nebius is the new Nvidia and that it will be worth multiple trillions. I was simply making analogies on the early structural decisions that allowed both Nvidia and Snowflake to become dominant and win against bigger players in their respective industry.

Fit-Acanthaceae-5741

Dividends, income etf, bond etf, REIT, & even growth ETF pay divs. You can customize your portfolios however you want!

Great_Molasses_4601

I understand what you mean, truthfully all options seem extremely risky; I have a really good set up of swing trades/investments that Ig makes it were I never need to look at those options. Aswell as I think I can gag the REIT market generally better then the tech, or healthcare department. My biggest haul was chasing AHR up to 49$ (dumped yesterday mostly)

Clueless5001

Great clip. This is exactly how I always feel about RE, and worse if you have tenants. Seems like you could find a good REIT or individual stock that is RE focused. I think it appeals to some people on a visceral level and it either does or does not. It also may be based on experience. You grew up with RE or the opposite, you bought your first house in 2007 and watched your investment tumble almost immediately

RequiemAeternam2000

I am in a fund Reliant Self Storage Fund IV, a REIT. I invested 50k at the beginning of 2024, had 2% distribution for all of 2024, and zero for 2025 with no distributions for the foreseeable future. The company is actively advertising for Reliant Self Storage Fund V, seeking investors. Use the information as you wish, but I am making no further investments with this company, and cannot access my funds until the REIT sells its properties in 2030.

Great_Molasses_4601

Real-estate based shares, theirs alot of good ones out there that dip into other markets like AHR is also considered apart of the healthcare market while being a real estate share. Same with PW and the energy market. However they have their own scandles. Less stable and more volatile REITs are usually offices, Warehouse, and Lesuire based REITs. Aswell as some REITs will promise high divedend yeilds 4%+ as their losing money to try, and maintain shareholders from pulling. Honestly I couldnt give you the full rundown here, but please consult youtube for a few guides on how to navigate the REIT market; everymarket has their mulligans/red flags so always ve researching!

D_Pablo67

JEPI and JEPQ are both covered call ETFs from JPMorgan that pay high monthly dividends and track the S&P 500 and NASDAQ 100 respectively. My four top dividend payers are: Realty Income (O), a REIT that pays interest income monthly and a Dividend Aristocrat. Federal Realty Investment Trust (FRT), a REIT that pays interest income quarterly and is a Dividend Aristocrat. Enterprise Products (EPD), a pipeline MLP that pays a quarterly dividend taxed as ordinary income and is a Dividend Aristocrat. Energy Transfer (ET), a pipeline MLP that pays a quarterly dividend taxed as ordinary income. If you buy all of these you will have a balanced portfolio with growth potential and good monthly income.

goobes11

Power REIT specializes in owning and leasing real estate for solar energy projects and railroad infrastructure, capitalizing on renewable transitions and positioning as a potential buyout target. Top catalyst: Elon’s $TSLA solar vision ignites this low-float gem trading deep below $2.50 NAV prime entry for historic upside plays. Massively undervalued and well positioned to reach and stay above $1 on solar assets and buyout speculation.

unsweet-

Power REIT, both markets are undervalued; and REITs tend to pay out dividends after securing profits. So ultimately it's a promising long term hold even if they end up down the being bought up route.

jerk2

crwv's revenue more than doubled yoy you understand that profit is what is left over from revenue after you reinvest in the business, so for a rapidly growing tech company doubling revenue in a year, you don't want there to be anything left over because that would mean their growth opportunities are limited, right? you want them borrowing even more than they brought in because their business has so much more demand than they have capacity that they can double again next year if they pursue all the opportunities available to them, right? if you want profits buy visa or an REIT

MagnesiumKitten

name the stocks and sectors REIT, paper-forestry, biotechnology, household products, oil-gas distribution, oilfield services, beverages those are not doing well this month

Emotional_Goal9525

It still happens, even with publicly traded companies. Literally just saw a lowball REIT offer only few days ago.

LiberalAspergers

Honestly, REIT hunting may be his best skill. Burry is the ultimate detail guy, and valuing a REIT is about knowing hundreds or thousands of details, most of which are NOT in the SEC filings. Im going to miss his fikings because I uswd to just buy and REIT he want long on if it hadnt shot up since he bought it.

watchtower1822

It was 100% a mortgage REIT at that time. Now, nearly 80% of its business is that it owns and leases senior housing and skilled nursing facilities. It's a completely different business now.

ictp42

Normally I would never suggest bonds for someone who is 20. But there is a slight issue in advising someone from investing all of a fairly large sum into VOO. If it goes down for three or four days straight it might cause the advised to decide stocks are a scam and invest their money in automobiles for half a decade or more. On the other hand if you were to outline a strategy where you split their money in 5, invest 1 part in VOO, 3 parts in various types of bonds, tax free munis, high rated corporate, foreign / high risk and 1 part in like a REIT. Then it will teach the advised about all these instruments as well as provide a lower risk entry into the stock market. Then in 6 month increments try to liquidate another 5th of your total portfolio from bonds and put it into VOO. Unless the market dips a whole bunch in which case maybe you pull it forward a bit. This way you will probably get an average price for a 2.5 year period. And even if the first buy or the second buy in ends up being at the top of a peak, you still have three buy ins to look forward to at a discount rate, so you are less likely to panic sell everything at a loss and not touch stocks again. However if I were magically 20 years younger and I had 150k to invest I would put it in about 10-15 stocks and follow the news and earnings reports for these companies to know when its time to bail

ResolveSweaty5064

why S&P20 and S&P500 separately? IDK the exact weights but something like 25% of your S&P500 fund is the top 20. You're already covered lol. NASDAQ in there feels redundant too. At your age I wouldn't allocate anything to dividends. Have equities and some in bonds. Debatable, but I would consider physical gold over an ETF, given the use case of gold extends into the "not being able to access financial markets" territory. I'm not saying everyone should have gold, but I'm saying if you're gonna have it, physical is better. I'd just stick with a 3 fund portfolio and call it a day. Hell, buy VT and BNDW and you can have a 2 fund portfolio. Maybe throw a REIT in there if you want some real estate exposure, I like SCHH.

IceColdDump

Waste Management converting to a REIT

Agreeable_Factor_458

Great fo investors and REIT’s, not so favorable for the regular person.

proofreadre

I think Carvana still has way more to fall. Also pick a commercial REIT - any one and short the shit out of it.

Great_Molasses_4601

Yea so, I doubled down on my dividends; thank you to everyone who didnt comment on my post asking if femy or mbot has more potential. Lowkey if a isreal war drone company (that has alot of cash on hand) cant survive this economy, then I have little to zero faith in the rest of our pennystocks. I might keep investing into DFLI, FEMY, MBOT, and NDLS. Outside of that this market is way to risky IMO, yall should invest in REIT's while theyre still a few affordable ones on the market.

Lazy-Gene-7284

I’d build wealth by living in the 800 euro rental and saving the rest to buy stocks, bitcoin, whatever. Hell a housing REIT if you think that’s the answer. But why pay 3- times that to “ own”?

ExDFW_

Few that haven't already left for state tax reasons, aren't leaving for this. Also they already own homes in Florida for the winter, so no. Betting on a mass migration via REIT seem to me a weak thesis. Maybe find a way to short NYC municipal bonds? There could be a way to play it if you actually believe this will tank the city (it won't). Fl real estate, in a weakening hosing market might not be it

tonufan

Portfolio down 3% this morning and still down 3% end of day. At least I got good entry prices for Uber and RDDT. Hedging with RSG, WM, BRKB, Healthcare and REIT stocks in the past week helped a lot. Currently around 85% Tech stocks/Tech dominant ETFs and 15% defensive.

tonufan

Depends on the REIT and the structure. Some get paid based on land leases and have guaranteed income unless the building owner goes under. Take at look at how the REIT is structured. Sometimes much of the risk is taken on by the renter as is the case with triple net leases.

Unlucky-Clock5230

Dividends from solid companies with stellar financials are usually boring as fuck, but they don't tend to crash and burn like stock prices. Take O, reality income, a commercial real estate REIT. Dot com bubble? Didn't care, raised dividends. 9/11? Same thing. 2008 financial crisis? Whatever. Covid? Me. We win some, lose some, but they have been in a 30-year roll. ​

BruceGueswel

Most of the ESG indexes are mostly BS and just lipstick on a pig. Make sure you investigate them. Vital Farms is a great company that is focused on improving the food system through better land management and standards. Also check out Iroquois Valley REIT, they do investments as low as $10,000 and are doing incredible work to help fund the transition to regenerative agriculture. And farmland is an amazing investment, especially when you treat the land properly. Once Upon A Farm is another awesome CPG food company that is IPOing this year or early next, keep an eye on that one.

Much_Mycologist_7994

I use a combination. So while I know I should have a bigger retirement savings. I am ok for a month or so, but I use FEPI which is in the Fang index and a combination of other high yield funds YMAG, QQQI, SPYI, DJIA, RYLG and some other ones for international, O&G pipelines, Defense, and REIT. But I prefer to have the dividends just deposit in my Robinhood account so I can gain interest on the balance and then when dips occur I load up on what ever I feel is appropriate. Then as a benefit the dividends paid also can be used in an emergency like now at the moment where my wife is out of work and unemployment is being difficult. So I can tap into the dividends paid when needed, gain interest on cash payments from said dividends when I don’t feel like it is quite right to buy, then load up in volume on dips. It has really helped keep my cost basis and overall return really in check and solid even on some riskier high yield plays. My plan is to then never sell any of the stocks and live fully off the dividends in a few years once I stabilize the holdings a bit for risk. But why like this is I invested heavily in FEPI, and YMAG first which has the highest payout and they basically keep my portfolio growing and expanding with out a ton of extra investment from my normal living expenses. I mean do your research and see what works for you. I know I eat a bit due to races from this strategy but I am ok with it and have a month of dividends each year pay that bill. But so far it has worked well to provide emergency funds and also be building to my retirement.

tonufan

McDonalds has a land lord business model. They charge many franchisees rent for the land and the building so they're closer to a REIT. I'd buy them over any other publicly traded fast food chain.

GoZukkYourself

NNN is a REIT. If that doesn't convince you to spend all of November nutting, I don't know what will.

TickTockTaudit

Might as well pump a restaurant REIT if we’re not supposed to pump ourselves.

tonufan

WDS (Natural gas) and VICI (REIT) are green for me when most of the portfolio is red.

Own-Character395

Diversification across asset classes is your best bet: US stocks, foreign stocks, long bonds, short bonds, gold/commodities, real estate (incl REIT). You're hoping that at least one of them do OK during the downturn so that you aren't forced to sell the ones doing poorly

klyphw

ARE is an REIT that gets a decent amount of mentions here and I’m wondering if any holders here are looking to bail. The prevailing opinion was their office buildings were in science research fields where it is impossible to work from home so they would be less affected than normal office space. But are you confident the next three years of Trump/RFK Jr are going to be good for the research science industry? Are you fearful of more leases not getting renewed?

NRG1975

Data Center REIT

Awkward_Basis7533

Valid. Feel that way a little bit myself. But I’m socializing because is interesting to me where people’s line might be. E.g. if I could COMPLETELY invest ethically I’d be out of Meta and Amazon, but that means I’d have to forego the matching 3% via 401k plan as those funds are so restricted. You’ve got SM tech ruining American society, petrochem fighting climate change regulations, Palantir, tobacco, REITs. Point being there’s all kinds of BAD things you’d have to divest from buried in funds most of us hold. So Y I wonder if others line is 401K let it be wherever, non-qualified acct/personal accounts go with your conscience? Stop somewhere along the chain? Petroleum SM Tech Tobacco Profiteering Pharma Residential Property REIT Distressed Property (AcreTrader) Payday Lending Co Loan Sharking Selling Drugs Selling my body Maybe publicly traded should be the reasonable ethical floor for me based on my situation and style. Don’t know.

2concretesuper

Okay, I'm gonna be real, that margin loan interest rate is kinda spicy even with the tax benefits! Just make sure those REIT dividends are actually covering it, ya know? Diversifying with those ETFs sounds smart though, good luck!

One-Journalist-213

Diversify… put some money in HYSA. Buy some gold ETFs / REIT. S&P 500 is over exposed to tech companies at the moment. Also look at other indexes Russel, VTI etc

ticonderoga85

Your best bet is gonna be a REIT (Real Estate Investment Trust). Kinda like an index fund but for real estate. “O” is a common one, but there are tons

Teembeau

Two biggest are Adobe and UNH. But I plan to sell UNH at 400. Stocks under review:- * PETS.L. Pets at home. Pet shop/pet groomer/vet services across the UK. Recently fired the sort of CEO that I hate (ex-McKinsey, Harvard MBA) that trashed the company so waiting to see if new one is less of a clown. * ZOO.L. Zoo Digital. Tiny company that does subtitling and dubbing work. Took a massive hit because of Hollywood strikes, waiting for pipeline recovery. One of those ones that could go 10x but could also go 0x. * New River. REIT that owns lots of UK shopping centres. My thesis: online retail has eaten about as much as it can. No-one wants to wait for Amazon to deliver condoms. Low P/E huge dividend. * PHP.L. REIT that owns primary healthcare facilities in the UK. Medicine is still growing, healthcare is more specialised. * EMAN.L. Everyman owns upmarket cinemas in the UK. * WTB.L. Whitbread PLC. Run the Premier Inn chain of hotels. Took a dive because Germany did badly which is now priced in.

Infamous-Ad-8215

You know it’s bad when a REIT is saving your portfolio

Greg-ArlingtonVA

One of my best investments has been a nursing home REIT, ticker OHI. 8% div yield, and there are more old people every year.

browhodouknowhere

Borrow against it and buy some REIT s

theTrueLodge

That’s a fair point. The goal here isn’t to claim zero risk, but to balance sequence-of-return risk with inflation exposure over a 25-year horizon. A few clarifications: The 50% bond slice is diversified (not all intermediate duration), including TIPS and short-term positions that soften rate sensitivity. The equity portion (dividend + total-market) provides inflation-linked growth potential. “Minimal risk” here means relative to an all-stock or concentrated-stock position, not risk-free. Every allocation trades one type of risk (inflation) for another (volatility). For stronger inflation hedging, you could tilt 5–10% toward real assets or commodities (e.g. gold, energy, or REIT ETFs) ,but those come with higher volatility and correlation swings.

Djcalied

Could go REIT and bet the property values continue to go up like they always have.

AffectionateAd7980

Are you waiting for the bubble to pop? If you are invested in the bubble are you going to sell at the bottom to buy something else? Are you out of the market waiting for a sale? If you expect a crash you can buy options or something like VXX to hedge against a crash. If you are trying to avoid drama you can invest in non-tech indexes (energy, utilities, REIT, etc.). We are heading toward high inflation with low bond returns (i.e. real loss from fiat currency instruments). USD is going to lose value quickly during the next few years, at least. There is a reason gold is on a tear. My guess is that China will come out of this the best, they make almost everything the world needs. However, investing in China has it's own issues. Who knows maybe AI will save the world, but things don't usually work that way. Wealth consolidation in the hands of a smaller and smaller group of unwise people never leads to long term stability. The real question is how will the instability be manifest. Just remember, Keynes said "Markets can remain irrational longer than you can remain solvent". Market could run fire hot for years more. Keep in mind that more and more stock wealth is concentrated into a smaller and smaller pool of very wealth "true believers". Those numbers you see aren't what a stock is really worth. They are what somebody last bought it for. The value of a stock is only what someone else is willing to pay when you sell it. True believers will pay any price not to miss out on the future. When their faith breaks or is shaken they will accept almost any price to escape their lost dream.

Phat_J9410

Any REIT?

JohnEGirlsBravo

REITs, at best, if used as \*part of a larger investment portfolio\*, might be 'worth it'? Otherwise... it all just sounds like \*dumb gimmick\* for a little 'extra passive income' while the person who invested in the REIT "feels like a landlord" (while having, probably, almost no actual 'landlord rights' over a property, per se), which I guess helps fuel a weird "sense of pride" or "longing to feel superior" among certain smaller investors ("I'M A LANDLORD! ...unlike you other peons")? Even those who own a few shares of stock, surely, don't see themselves as "as controlling of the company or important in corporate ownership", as the REIT is meant to "invoke" in a person, as "a landlord (albeit w/ probably 1/1,000th 'ownership' over this or that property). It just sounds like a gimmick that, at best, is probably just meant to be "one part of a larger investment portfolio", though, of course, on their own, those behind said investment vehicles want to make it sound "more prestigious" than it really is, to make the "investing as little as $5-10" seem "way more attractive", haha

YungPersian

Appreciate this take! That makes sense I noticed it was listed as a REIT as well; when I looked into why there was a few capital and tax advantages

WickedSensitiveCrew

I been looking at multiple REIT sectors these include ARE, AMT, O, EQIX, and VICI which you mentioned.

tonufan

VICI is a good defensive REIT (Vegas properties) if you just want around 10% a year. It doesn't dip much though. I bought in at 28 and sold at 34 which with the 5.8% dividend did pretty well in my Roth IRA.

Kalthiria_Shines

Sort of wild to say that given the fraction of replacement cost real estate is trading at, and REIT movement.

dvdmovie1

I did sell a little gold/miners yesterday and this morning but keeping about 95% of my holdings. "I can't see a future where the dollar doesn't continue to slide, is the issue." It would not surprise me if the chart of gold over the next 10 years looked like the chart of gold between post dot com 2002 and 2012. There will be substantial corrections along the way but I have a difficult time seeing a scenario where gold isn't higher 3-5-10 years from now. I've owned gold and some other odds and ends since early this year but 2-3 mo ago started buying more real assets, including things like pipelines, a few minor REIT positions, other miners, inflation focused etfs, etc.

slevenznero

Both of you should read about ETFs, basically the same but with slightly better results and less annual costs normally. You should also aim to diversify to reduce exposure risks. At 20 different securities, your risk becomes marginal if your portfolio is diversified enough by countries or continents, and by industries. I personally invest in ETFs in banking, tech, energy, utilities and REIT across 4 regions (my country, my continent, and 2 other continents), and I blend value investment (price is aimed to rise) with dividend growth with DRIP. My own personal investment strategy, a financial advisor would better help you with recommandation for India (a market that I know nothing about sorry).

The_Hosp75

I stumbled across: PSEC. It’s a REIT that is $2.76 or so but pays a near 20% Dividend and it is positive PE. And hedgefund just bought and so did a Corp Officer. Going to run with it some. Anyone have thoughts Or experience with this company?

Spl00ky

You could look at buying REIT ETFs or stocks if you want real estate exposure

Aggressive-Donkey-10

"This above all else, to thine own self be true.", Polonius to his son Laertes in Hamlet. Meaning. It depends how well you're doing with your properties, if you are crushing it. Then keep doing what you're doing. The problem is that most people who do private real estate, ie. single family homes, multifamily., even manufactured homes. Most of them do much worse than Reits or the public stock market. Here's a good article from Motley Fool about Equity Reits versus the Stock market and how REIT's outperformed the stock market over the last 52 years down to 10 years ago. [REITs vs. Stocks: What Does the Data Say? | The Motley Fool](https://www.fool.com/research/reits-vs-stocks/)

IslandExact429

Anyone here a real estate guy? I feel like the FRMI risk description in their SEC docs are a little overinflated It's developers risks. Plus some fancy supply chain for motors and international parts. And 🥭 literally has his name on it for Project Matador Yes I get it. They are a REIT. But they own the nuclear sites or just the land underneath?

TollTroll

only a boomer like rick perry could see the ai buildout and think "how can i turn this into an REIT?"

rabbonat

If a REIT has negative income, does that mean shareholders have to pay the company?!

Altruistic-Sand1532

Some BDC or REIT stocks

Econmajorhere

Let me guess - you saw AI, gas, nuclear, data centers, REIT style dividend, Rick Perry…and immediately got horny? Cuz those things are hard to build, require a lot of time and a fuckton more money than IPO.

666KekLord420

I seem to recall a bunch of people in here last night clowning on “data center REIT hurrr 🤡” Then of course it proceeds to almost 2x within 2 days of the IPO

jokull1234

Fermi, a data center reit, doesn’t expect customer revenue until 2027 and it’s valued at ~$18B after IPOing today. The company was founded in January this year and it only has one data center in its REIT portfolio. That might be one of the fastest founding to IPO ever lol

MikuEmpowered

I might buy 10 if I get it, and calling it a day. It looks more like a rugpull that anything.  It's literally a single-site REIT whose main assets will be power plants that have not yet been built. And it's only selling point is the AI bubble. You're buying an IPO from a company that's still buying equipment for its plants.  I would not recommend holding on. Because its going to take god knows how long to actually build the thing. 0 revenue for the foreseeable future.

TerranOPZ

I looked at the S-11. The company is REIT but has no revenue yet. The company's most recent balance sheet indicates they have 0 contributed capital (equity) in the business, but somehow people own stock of Fermi LLC. already. That's the red flag for me. If Fermi LLC. is a REIT, the owners should have contributed to the business for the massive amount of stock they own. It just makes 0 sense to me.

GoZukkYourself

It's a REIT. It's not going to do anything.

GoZukkYourself

It's a data center REIT 🤡

GoZukkYourself

Fermi is a data center REIT. WTF 🤡🤡🤡🤡🤡🤡

ExpatLivesMatter

I think it's a 'buy and flip' scenario. It's riding high on buzz words like: AI, data centers, energy and Trump's name. But it's an REIT and will take a long time to turn any profit. I would buy at IPO or near with a LIMIT ORDER and then hover your finger over the SELL button, while watching the chart like a hawk!

ai-moderator

#TLDR --- Ticker: IIPR, TLRY, HMY Direction: Up Prognosis: The landlord always wins. Buy the cannabis REIT (IIPR). Catalyst: DEA rescheduling to Schedule III will kill the 280E tax burden, making tenants profitable and IIPR a safer bet. Future Medicare/Medicaid coverage for FDA-approved cannabinoid drugs is the pharma-play catalyst. Strategy: Stop chasing dispensary hype. The real money is in the "picks-and-shovels" (IIPR) and pharma-grade (HMY) plays that benefit from federal changes without touching the plant.

Some-Rent-7742

All you folks interested in TLRY: READ THIS! Everyone focuses on state dispensaries or adult-use legalization. The bigger catalyst is federal: DEA rescheduling to Schedule III → kills the 280E tax stranglehold, improves cash flow for operators, and makes capital easier to raise. FDA-approved cannabinoid drugs → potentially reimbursed by Medicare/Medicaid. CMS already covers FDA-approved cannabinoid meds like Epidiolex (CBD) and dronabinol (THC). That’s a real healthcare market, not just dispensary sales. So I’m aiming for exposure where those two currents overlap: pharma-grade cannabinoids, ancillary infrastructure, and real-estate cash flow.- My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure. --- What I’m hunting next I want more U.S. pharma/ancillary exposure that will benefit from: Schedule III rescheduling (banking, taxes). FDA-approved cannabinoid drugs being covered under Medicaid/Medicare. Non-plant touching businesses (labs, packaging, compliance, logistics). Names on my radar: Green Thumb Industries (GTBIF) – Large MSO in the U.S. KushCo (KSHB) – Ancillary packaging/compliance. Other U.S. biotechs with cannabinoid pipelines. Raw CBD/hemp oil ≠ reimbursable. FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits. Global names like Tilray = diversification. IIPR = steady cash flow, dividends, and less regulatory exposure. Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.

Some-Rent-7742

My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure.

Some-Rent-7742

My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure. What I’m hunting next I want more U.S. pharma/ancillary exposure that will benefit from: Schedule III rescheduling (banking, taxes). FDA-approved cannabinoid drugs being covered under Medicaid/Medicare. Non-plant touching businesses (labs, packaging, compliance, logistics). Names on my radar: Green Thumb Industries (GTBIF) – Large MSO in the U.S. KushCo (KSHB) – Ancillary packaging/compliance. Other U.S. biotechs with cannabinoid pipelines. Raw CBD/hemp oil ≠ reimbursable. FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits. Global names like Tilray = diversification. IIPR = steady cash flow, dividends, and less regulatory exposure. Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.

Some-Rent-7742

- My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure. --- What I’m hunting next I want more U.S. pharma/ancillary exposure that will benefit from: Schedule III rescheduling (banking, taxes). FDA-approved cannabinoid drugs being covered under Medicaid/Medicare. Non-plant touching businesses (labs, packaging, compliance, logistics). Names on my radar: Green Thumb Industries (GTBIF) – Large MSO in the U.S. KushCo (KSHB) – Ancillary packaging/compliance. Other U.S. biotechs with cannabinoid pipelines. Raw CBD/hemp oil ≠ reimbursable. FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits. Global names like Tilray = diversification. IIPR = steady cash flow, dividends, and less regulatory exposure. Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.

Much_Candle_942

$OPEN is like a mortgage REIT, right? 🤔

BroItsMick

Well hold on now. Rick Perry, as governor, basically crafted the TX renewables push that created the current ERCOT generation/storage mix. https://www.texastribune.org/2016/12/13/recap-rick-perrys-texas-energy-legacy/ Then the DOE placement... correct he may not have been the most qualified choice to run it. But its a great move to that position as the step (political) to facilitate the creation of positive sentiment for this IPO. From big picture, his actions have synthesized a greater market demand for this base load generation and he has been building the correct relationships to enable success. We should appreciate the difficulties of the underlying technology and recognize all the other nuclear investments that have not been successful. Naming it DJT is just the most obvious method to overcome federal hurdles, the name could be dropped at any time. It is interesting because this IPO is structured as an REIT and not a developer or operator. Land value in TX is going upward, and the demand for industrial/data center/utility infrastructure will be constantly growing. This seems to position the REIT in a great place to still be profitable during a delayed development and build cycle. You gotta remember something about TX. Every thing here, EVERYTHING, is for the sustained existence of the upper class landowner.

Loquater

https://www.realtyincome.com/sites/realty-income/files/2025-08/overview-investor-presentation-2q-2025.pdf Owning Realty Income in a Roth IRA you would never pay taxes, and you could compound the dividend reinvestments tax free. As a REIT they don't pay corporate income taxes. Tax free growth, compounded. Less volatility compared to the S&P500 with greater historical returns.