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The Smart Money Is Buying REITs, These Could Be Next
REITs trade at deep discounts to private real estate values. Private equity buyouts highlight significant hidden upside. I discuss the next potential REIT buyout targets.
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A Once-In-A-Decade Chance To Win Big With REITs
The AI revolution is set to disrupt a lot of businesses and their stocks. As investors become increasingly worried about this value destruction, I expect capital to rotate towards AI-resilient asset classes. REITs are the ultimate anti-AI asset class, and I expect them to win big.
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2 REITs That Pay Me $1,000 Each Month
Real estate is one of the best income investments. Many REITs allow you to earn monthly passive income from real estate. I present two REITs that pay me about $1,000 each month.
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BSR REIT: An Ambitious 2026-2028 FFO Growth Plan
BSR Real Estate Investment Trust acquired 250 vacant units following portfolio activity in 2025. Gradual lease up of these units is likely to be a key driver behind the company's $0.13-0.22/share FFO growth plan in 2026-2028. BSRTF also managed to refinance debt at favorable terms, providing a small tailwind for AFFO in 2026.
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Buy The Dip: Giving Thanks For These Dirt Cheap Black Friday Bargains
I share two dirt-cheap high-quality dividend growth stocks with yields up to 9%. Strong dividends, buybacks, and deep discounts combine for a rare risk-reward setup. I detail why this Thanksgiving, I am expressing gratitude for these two Black Friday bargains.
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Best REITs For Potential Upside To Buy Now
Some REIT sectors are far more attractive than others. My favorite sectors are those that are heavily discounted due to temporary oversupply. I highlight some of my favorite REITs to buy today for upside potential.
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BSR Real Estate Investment Trust (HOM.UN:CA) Q3 2025 Earnings Call Transcript
BSR Real Estate Investment Trust ( HOM.UN:CA ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants Spencer Andrews - VP of Marketing & Investor Relations Daniel Oberste - President, CEO & Non-Independent Trustee Thomas Cirbus - Chief Financial Officer & Secretary Susan Koehn - Chief Operating Officer Conference Call Participants Tom Callaghan - BMO Capital Markets Equity Research Kyle Stanley - Desjardins Securities Inc., Research Division Sairam Srinivas - Cormark Securities Inc., Research Division Himanshu Gupta - Scotiabank Global Banking and Markets, Research Division Jonathan Kelcher - TD Cowen, Research Division Khing Shan - RBC Capital Markets, Research Division Presentation Operator Good morning. My name is Tina, and I will be your conference operator today.
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Recession-Resistant Income For Whatever Is Ahead
The stock market is historically expensive. Even as a recession is more and more plausible in the near future. Fortunately, many defensive dividend payers remain opportunistic.
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2 REITs With Big Buybacks
Share buybacks do not always move the needle. But some REITs are aggressively selling assets to fund large buybacks. These REITs are creating a lot of value that could lead to significant upside over the coming years.
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BSR REIT: Attractively Valued Ahead Of Q3 2025 Earnings
BSR Real Estate Investment Trust is a residential REIT focused on the Texas Triangle, with the remaining assets allocated to Oklahoma and Arkansas. I estimate that recent acquisitions should have a marginally negative effect on AFFO, driven by marginal debt costs above going-in cap rates. Even so, the company remains attractively valued from an AFFO multiple and market-implied rate basis.
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Buy The Dip: 2 Dividend Stocks Getting Way Too Cheap
Most investors are excessively focused on short-term results. This often leads to some interesting opportunities to buy the dip. I present 2 of my favorite dividend stocks to buy right now.
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5 Best REITs To Buy In October 2025
Interest rates are now declining. Small-cap highly leveraged REITs offer the most upside potential. I present 5 great options to consider in preparation for further rate cuts.
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3 REITs To Buy The Dip In
Investors commonly overreact to short-term news. This can lead to great long-term buying opportunities. I present 3 great opportunities to buy the dip.
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BSR Real Estate Investment Trust (BSRTF) Q2 2025 Earnings Call Transcript
BSR Real Estate Investment Trust (OTCPK:BSRTF) Q2 2025 Earnings Conference Call August 7, 2025 12:00 PM ET Company Participants Daniel M. Oberste - President, CEO & Non-Independent Trustee Susan Rosenbaum Koehn - Chief Operating Officer Thomas Cirbus - Chief Financial Officer & Secretary Conference Call Participants Bradley Sturges - Raymond James Ltd.
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Can Landlords Survive Mamdani's Rent Freeze?
Broader adoption of rent control could significantly affect REITs by capping rent growth, disincentivizing maintenance capex, and reducing new development. The true impact of rent control on REIT performance is complex, with both positive and negative ripple effects, and cannot be easily predicted. I believe future apartment REIT returns will hinge more on company fundamentals and valuation than on political/regulatory environments.
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BSR REIT: Elevated Portfolio Activity Clouds Outlook
BSR Real Estate Investment Trust is a residential REIT focused on the Sun Belt, particularly the Texas Triangle. Q1 2025 was characterized by significant portfolio disposals at book value, making the current ~20% NAV discount attractive. The portfolio returned to growth in Q2 2025 with a $141 million acquisition, strengthening the focus on the Texas Triangle.
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Why Warren Buffett Doesn't Buy REITs, But I Do (With A Twist)
Warren Buffett has only very rarely invested in REITs and has largely steered clear of the real estate sector. I detail why. I also share why I do invest in REITs and explain my unique approach to the sector.
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Very Bad News For REITs: The Trade War Is Back
The trade war is making a comeback. This is bad news for REITs as higher tariffs lead to higher inflation and interest rates. But there's a silver lining for long-term oriented investors.