REIT

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.

oheggtart

I'm a financial advisor in Singapore. I would say there are 2 main benefits compared to investing oneself as well: 1) Access to Accredited Investor Products In Singapore, accredited investors (AIs) get access to hedge funds, private equity, venture capital, structured notes, and exclusive bond/REIT placements. Ordinary retail investors cannot directly buy into many of these funds. A financial advisor (if they work with a bank, insurer, or licensed wealth manager) can sometimes “package” or provide access pathways to these funds for eligible clients. Even if you qualify as an AI, an advisor often has distribution agreements with fund houses that a self-directed retail investor cannot easily replicate. 2) Lower Institutional-Level Fees Certain unit trusts, ETFs, or bond funds have retail share classes (higher expense ratios) vs. institutional share classes (lower fees). Advisors, especially those tied to banks or large platforms, can sometimes pool client money to access these lower-cost institutional classes. In practice: Retail: 1.5–2% annual management fee Institutional class (via advisor): 0.5–1% fee Over decades, this fee gap compounds significantly.

DetroitPizzaWhore

which is basically the REIT dividend. almost like lack of housing the past 20 years is the #1 cause of inflation. fuck NIMBYs

Enough-Radish-4973

Ahh.. thanks those are good ones!!! Im gonna check these out. Long ago I held the REIT O forever for the monthly dividend. Maybe these will help stabilize me a little..

Brilliant_Builder697

cool post, but a few leaps here: 2,910 MW ≠ cash flow today. IREN has ~2.9 GW contracted, but only ~810 MW operating. The rest needs buildings, cooling plants, substations, and utility energization (e.g., Horizon 1, Sweetwater). You can’t multiply 2.9 GW by a profit/MW number yet. Profit/MW isn’t a law of physics. AI revenue is $/GPU-month × GPUs × utilization, not a flat $/MW. Mgmt’s near-term AI target (~10.9k GPUs) is $200–$250m annualized and explicitly “illustrative.” Pricing/utilization and commissioning speed are the drivers. Where the costs live matters. A lot of GPUs are on operating leases (24–36m). Those payments hit AI/HPC COGS (with power), not D&A. If you don’t ramp AI COGS with lease + power, EBITDA gets overstated and the “it’s all margin” meme takes off. Valuing it like a mature colo REIT (20–25×) is a stretch. IREN is a hybrid: Bitcoin self-mining + early-stage AI cloud + big dev pipeline. Slapping high multiples on unbuilt MW and illustrative AI revenue is how you get $300/share hot takes. What is legit: power-first optionality, owned DCs (no colo rent), cheap power, and near-term catalysts (10.9k GPUs at Prince George; Horizon 1 next). If you want a sober bull case, track: Billable GPUs + realized $/GPU-month AI COGS ramp (lease + power) vs. revenue Build milestones (Horizon 1, Sweetwater energization) BTC sensitivity on the mining cash engine If those KPIs inflect, upside’s real. If not, the $/MW×2.9GW math is just hopium in a spreadsheet.

SOH1974

Posted this in another group. This group might have better conversation... I was interested (new to reddit so started here), but not anymore. Friend is a utilities infrastructure analyst on wall street said stay away. Said he ran into a buddy at Fraunces Tavern who had a lot of knowledge and said its lots of baggage full of trash. Below are notes.  So for 9 months hard work if prices how they want Rick Perry family gets >$2.8BN, Neugebauer family gets >$3.5BN. Have full discretion over company ops. Lots of risk. \-          Going to IPO mkt while still in business plan stage (rd flag!). Significant ($Billions!) of private infra funds pouring into power and data center projects. Shows lack of interest/access to capital (see Macquarie loan at effective 50% interest rate). Smart money staying away. \-          Everything is under LOI or MOU. Meaningless. No agreements will be signed until a data center tenant signs a long term binding lease.   \-          Electric Power: \-          Rptd 8% of initial power from the grid. Don’t count on them to get this power. Multiple data center projects in the Amarillo area, sounds like there’s one that has a long awaited queue position that would take all excess power in the SPS region. \-          Company lacks op history (and no prev power/data center experience): no revenue, no binding contracts (and unlikely for many months, if any). Non binding LOI is worthless. \-          No or little IPO proceeds = no equipment = no binding tenant contracts = Macquarie calls 1.5x their capital = further depletion of cash = business plan failure. \-          Leadership team with no experience in power interconnection, power generation or power markets. Opaque connection to core business. Highly speculative. \-          CEO is currently involved in litigation related to a recent (last 3 yrs) bankrupt startup and is accused of fraud, negligence. \-          Concentration of control (55%) and enrichment $$ of 2 families (for 9 months work?). \-          Neugebauer +/- 32% at $20/share valuation of >$3.5BN \-          Perry +/- 23% at $20/share valuation of > $2.8BN \-          Discretion: \-          Leadership has full discretion over funds. See CEO allegations of recent (last 3 yrs) bankrupt startup and is accused of fraud, negligence (last 3 yrs). \-          No REIT experience. Risk of compliance and execution. \-          Formation: Company filed for IPO 9 months after formation, no contracts or revenue, IPO road show is 4-5 business days then want to raise $500M at a $13BN valuation. \-          SEC filing S-11 for IPO 9/5/2025 \-          SEC filing S-11 Amendment for $500M raise at $18-22/share – 9/24/25 \-          Expected pricing date 9/30/25 and open trading 10/1/25

carefullychosjen

I have been on Pinterest since I was a teen - I preferred it over Tumbr. And still do. I get so much from it that I’d never find on IG, etc. it’s similar to Reddit in a way that it’s not a bunch of influencers, it’s real people posting real things. And I think people want that again. The grit not the gains. I’ve always believed in Pinterest, and i think it has a lot of potential. But I do see what others are saying on its international level - however there’s so many new integrations that continue popping up with Pinterest, I really have strong hopes. Especially with potential REIT growth…I just think it holds a lot of value that other social platforms don’t

xiaodown

Almost all datacenter companies are REITs, from what I remember. Most of the big companies own their own datacenters - facebook, aws, etc - but everyone else that doesn't buy from a cloud provider (i.e. apple paying for aws) rents space from a datacenter company. The one that I was familiar with was Dupont Fabros, which has been bought by another REIT. But yeah, datacenters that aren't owned by a large company that exclusively uses them for first party deployments basically are just landlords that rent space, along with power, cooling, and network connectivity. So, REIT makes logical sense.

DeeDee_Z

> Data center and power company Fermi Interesting; the announcement from Fidelity categorizes it as a **REIT**. I have enough REITs in my portfolio already.

Willing-Promotion685

I’d be a REIT

MitchCurry

Fermi LLC, a REIT co-founded by 3 people, one of whom is Rick Perry, yes that Rick Perry, former Texas governor and former Secretary of Energy, is looking to IPO at a range of $18-$22/sh which would be \~$13.2B market cap. What is Fermi's preferred real estate? Data centers, of course! But not just any data centers. Data centers that will "power the AI needs of tomorrow." They are an "advanced energy and hyperscaler development company purpose-built for the AI era." >Our mission is to deliver up to 11 gigawatts (“GW”) of low-carbon, HyperRedundant™, and on-demand power directly to the world’s most compute-intensive businesses How many do gigawatts do they have online right now? Well, none. But they project to have 1 GW online by the end of 2026!

NobodyUKnow335

Financing the cashflow from 3-year depreciable assets sounds like a solid REIT model.

skilliard7

You don't have to buy SP500. Can buy international ETF like VXUS, a REIT ETF like VNQ, small cap value like AVUV, etc.

Oracle_of_Nada

Did you sell your homes using a 1031 exchange into REIT or other investment properties to avoid capital gains? I am in a similar situation.

Grand-Wedding-3217

Yhea I am not a massive fan of office either, although I think office spaces that also have cafes in them etc. are interesting. The only REIT I have is in the cold food storage space but diversifying into apartments or something may be smart, I will need to think about it...

Bustee_Bitch

Afaik, India's REITs were open since 2018ish, the first India REIT went public soon after and currently India has 4 REITS available. What has happened is that they just classified as Equity now. Previously they were somewhat in between Equity-debt hybrid structure in regulatory and tax sense. The real estate market is still pretty fractured with very few big players. Majority of play is by local names here. Construction is often very slow and requires bureaucratic muscling to pass through. In past 25 years, many bubbles have popped and burst in local markets, its a super competitive and risky industry even within the EM Indian sub asset class. Bank financing is very costly compared to other industries. Residential yields are anywhere between 1.6-4% in metros. One opportunity is if construction technology speeds up and delivers projects within timelines. Other is warehouse REITS if they pop up near metros to cater to Commerce and quick commerce players.

stylez4ever

I’m currently looking into a Canadian REIT (car.un.to) far from all time highs and has a good return. I’m hesitant about indexes right now.

Affectionate-Panic-1

International REIT stocks have performed terribly in recent years due to China's property bubble slow deflation. Though India is a lot different than China and I don't know enough about it to speak on it. And of course just cause it performed bad recently dosn't mean it won't do well in the future.

Worldly-Cockroach800

REIT

Worldly-Cockroach800

To be clear US Stock Market? REIT plays will do well with the coming interest rate drops. You should see decent gains over 8 months. I just picked up TOL and I am researching home construction ETFs to park a larger amount.

Strong_Professor_948

I ran this sotck through my agent i made:  (Ticker: MKZR) — performance, financials, strategy, and things to watch. Some info is thin / limited; I’ll flag what’s uncertain. Overview & Strategy MacKenzie Realty Capital is a REIT focused on the West Coast of the U.S. (MacKenzie Capital Management) The REIT’s strategy is to invest at least 80% of its assets in real property, and up to 20% in real estate securities (more liquid/discounted securities assets) (MacKenzie Capital Management) It works by partnering with “best-in-class” operators in the markets it invests in. They also leverage experience in acquiring illiquid real estate securities at discounts to Net Asset Value (NAV) to supplement cash flow. (MacKenzie Capital Management) Financial Health & Recent Performance Here are key financials and recent trends: Metric Value / Recent Figures Notes & Context Revenue (latest quarter) ≈ US$4.23 million in the last reported quarter (TradingView) This is a steep drop (~47%) from the prior quarter. (TradingView) Net Income A loss: approx US$-6.55 million in the latest quarter (TradingView) Negative profitability; losses increasing year-over-year in recent quarters. (Simply Wall St.) Growth / Trend Earnings have been declining at ~ -10.5% per year over past several years. (Simply Wall St.) Revenue growth has been positive but uneven. (Simply Wall St.) Margins / Profitability Negative net margin (losses); Return on Equity significantly negative (approx -20.9%) (Simply Wall St.) Market Cap / Size Very small: Market cap around US$9.2 million according to some sources. (Simply Wall St.) Analyst Coverage Apparently zero analysts are actively covering earnings estimates for MKZR. That means limited consensus forecast data. (Simply Wall St.) Strengths & Risk Factors Strengths Niche strategy: focus on illiquid assets and discounted securities could yield high return if acquisitions are well chosen. (MacKenzie Capital Management) Higher risk might lead to higher reward if turnaround or cost control is effective. Their preferred stock offerings may appeal to income-oriented investors (see Series A / B preferred shares) if dividends are maintained. (MacKenzie Capital Management) Risks Ongoing losses: The company is not profitable; losses are increasing. That puts pressure on finances and credibility. (Simply Wall St.) Liquidity / Market Cap very small: Low market cap means risk of volatility, illiquidity, possibly difficulty raising capital. Dilution risk: They’ve done follow-on offerings. (Simply Wall St.) Listing risk: There was mention of a reverse stock split (1-for-10) to satisfy minimum bid price requirement for remaining listed. (Simply Wall St.) No analyst coverage: Harder to get reliable growth / earnings projections; more uncertainty. Dividend risk: The ability to pay dividends (common or preferred) depends heavily on reversing losses or generating enough cash flow. What’s Not Known / Unclear They don’t have public consensus earnings estimates, so projecting next quarter’s earnings is speculative. (Simply Wall St.) Full balance sheet details, debt load, and cash burn rates are somewhat opaque in public summaries. More detailed filings would be needed. Directional Outlook Given the available data, here’s a tentative view: In the near term, the outlook is bearish to neutral unless the company turns around its profit trend. Losses are substantial, and revenue has dropped significantly in the most recent quarter. A few possible positive catalysts would help: cost cuts, new profitable property acquisitions, reducing reliance on securities investments, or a large infusion of capital. Also any improvement in property occupancy / rental income, especially in prime West Coast markets, could help. For longer term, much depends on whether management can reverse negative margins and stabilize the business. Given the small scale and current financial stress, the risk is relatively high.

cici_here

So invest in REIT’s …

Bullbythehorns25

REIT

Bansionboy

In since Thursday purely for rate cut, it is a REIT you know so turn that frown upside down

CheesecakeOk4106

too late to enter into OPI? (REIT) after last 5 days are +$250% currently at .85

Bansionboy

It’s been having consistent corrections, since it’s a REIT I would expect a bigger bump if rate cuts do happen.

thethrifter

SPY up, GLD up, REIT UP. Mkaes sence. But VXX up as well?. I need an autist to explain as this seems like covered cals are free money.

Sampson2003

Spoiler alert 🚨 Jpow cuts .25, market has a knee jerk sell the news dip. OP loses his rate bets and REIT goes down with the market dip. Double loss lol

Bansionboy

Agreed, rate cuts will help hem big time. REIT company

xxkupkakexx

Has anyone heard of OPI that stock went from ave under 1mil volume daily to 300 mil on Friday...Its a REIT that suspended paying dividend sounds like trash to me

visiblePixel

I am stabilizing my growth portfolio with legacy boomer stocks like REIT, insurance and pharma, for now it is functioning good. And I am paying some bills with their dividends. for example I was down in April only -2.7% while SP500 was at -5.7%. Next month I was up +10.3% and SP500 was -0.19% and

Dismal_Act_2457

MPW- company turnaround, heavily shorted with momentum so squeeze potential, 8% dividend so actually safe if you get stuck holding, new deals last week to generate cash flow, interest rate cut helps REIT’s

Dr_Colossus

I mean just buy a REIT if you want real estate exposure. Being a landlord sucks.

SaucyCouch

Buy a REIT if you want to own property. This way instead of 1 building, you own 1000. You're diversified, have professional management, and no headaches.

medicsansgarantee

Investing in properties is riskier and far less liquid than equities. If you want exposure to real estate, it’s usually better to go with REIT rather than buying property directly flipping homes may work with 2 mil , but that is different.

PuffyPanda200

It is the same thing. If you have 100 k and leverage that to 1 m then you have 1m exposure to the property market. If an REIT gets created with 1 m and buys 10m of properties. Say, the REIT still has a market cap of 1 m (so just valued fairly, buying the properties doesn't affect the value). Then you take your 100 k and buy 10% of the REIT (again not affecting the market cap). You now own 10 % of the REIT. 10% of 10 m (value of property the REIT holds) is 1 m. Via buying the 10% stake in the REIT you now have 1 m of exposure to the property market. 1 m of exposure equals 1 m of exposure. Both are leveraged at 10x. Borrowing money would multiplicatively increase your exposure.

shanewzR

Dont agree. I am talking about leverage in terms of what I can put in. Its hard to borrow to buy REITS. Not talking about the leverage of the REIT itself

PuffyPanda200

The REIT is already leveraged. Depending on the REIT this is going to be different amounts of leverage. They also have an understanding of the economies they operate in and leverage accordingly. The counter argument would be that you think that you (or other redditors here) are better at assessing property investment risk than people who are literally paid to do only that. When you are on a commercial airplane do you attempt to grab the pilot's controls because you think you can fly the plane better? Apply the logic to any reasonably complicated field of work and it just falls apart. You can get lucky with crazy amounts of leverage but that's gambling, not investing.

orcvader

If I really wanted exposure to real estate, I'd just buy REITs - preferably on an IRA. So I would invest the $2M in taxable (low cost indexed ETF's) and rebalance my entire IRA for that REIT exposure (if I wanted excess exposure to real estate for whatever reason).

Lazy-Gene-7284

O is the only REIT I invested in, other is a mortgage reit named Arbor Realty Trust ( ABR). Been a bit volatile with rates rising so much but yields 11% and has the entire time I’ve owned it the last 10 years. Let me double my shares in 7 yrs and live off the dividends now. Another one I like, not a REIT but a high yielded that works, is Aberdeen Global ( ASGI), yields 12% and actually had some nice appreciation the last year.

NashDaypring1987

Can you name a few specific REIT ETF's? I found a couple that did 10% but when I looked at their charts... they lost value over time. Maybe super high yield is a scam :)

Lazy-Gene-7284

I do a decent amount of these because I enjoy living off dividends rather than selling stock . Look at O, pretty strong retailer REIT. Lots more to share that are not reits if your interested, like VZ and OMF👍

Rare-ish_Birb

Everyone knows data centers are the 2025 equivalent of a cell tower REIT. Hurry up and generate my 6% divy from negative FFO

ChairmanMeow1986

Probably, eventually. Along with company specific risks though, I'm actually avoiding the insurance sector generally. They are a classic staple and retreat, like REIT's, but neither like volatility overall or really in any way. Soooo...

kandroid96

MFA I Bought some of that right during margin calls during 2020 and those lots are paying me nearly credit card interest level returns. I've made out like a bandit on that one. But really any REIT because the whole sector is garbage right now and I love buying garbage before people realize the sky isn't falling and the good times come around once more

Bxdwfl

That's like saying that there's an impending collapse in real estate, and your solution is to buy houses while shorting a REIT as a hedge. A hedge may offset the damage, but it's not going to make it so you're in the green.

DryChemistry3196

All good options, especially REIT’s, thanks 🙏

The_Baron___

1) Invest it in the stock market in a diversified international portfolio. 2) Invest it in REIT's if I want exposure to real estate, particularly apartment REIT's in the States and Canada (for diversification) and Europe (listed in Canada). 3) Invest in Private Equity companies if I want exposure to businesses. 4) Invest in a mortgage lending corporation if I want exposure to real estate but with more income. 5) Invest in real estate and hire a management company to actually deal with tenants. 6) Invest in real estate and deal with it myself. In order of preference.

viper233

VAS, drip. Check back in 10-15 years. Maybe 15-25% into VAP , Australian REIT. It's return is about 25% better than VAS over the past 12 years I've been invested. Real estate is probably more lucrative.. but the time factor isn't worth it, there's better things to spend time on in life. Typically you don't have retirees managing (well), it's not fun, better left to those who started the game late and are desperate to catch up, get ahead.

Jonas42

In general I agree with the notion of not picking specific sectors, but for the record, office REITs make up about 3% of the overall REIT universe. [Source](https://fund-docs.vanguard.com/F0986.pdf).