REIT

VICI Properties: 6.8% Yield, Casino Buyouts, And A 30-40% Valuation Discount (Archive)

Caesars buyout may force property sales, letting VICI diversify tenants via new sale-leasebacks.

How To Get The Best Slice Of Annaly Capital (Archive, Full Access)

I favor Annaly’s fixed‑rate Series J preferreds over common stock in the current rates backdrop.

Alexandria Real Estate: Deep Value Or A Value Trap After A 45% Dividend Cut? (Archive)

ARE faces a painful reset as industry oversupply, weak demand and funding risks collide.

Realty Income: My Top Pick For Income Investors (Archive)

Realty Income capitalizes on cheaper European debt to drive portfolio growth and yield.

Medical Properties Trust: The Case For A Turnaround (Archive)

Early-stage turnaround as improving fundamentals meet still deeply discounted valuations.

Realty Income: Don't Be Fooled By Discount Valuations (Archive)

Muted AFFO growth and rising provisions overshadow Realty Income’s tempting valuation discount.

Realty Income: 2 Reasons That Stop Me Short Of Buying This High Yield REIT (Archive)

High-yield REIT with improving fundamentals, but technicals and impairment risks temper conviction.