Don't Put All Your REIT Eggs In One Basket

Brad ThomasInvesting GroupFollow5ShareSavePlay(21min)Comments(16)SummaryREITs deserve a larger allocation today, driven by attractive valuations, structural demand, and reliable income across diverse sectors.Data center REITs like Equinix, Digital Realty, and Iron Mountain benefit from AI and cloud-driven demand, with strong growth and supply scarcity.Industrial REITs such as Prologis, EastGroup, and STAG Industrial offer structural growth, with EastGroup favored for its Sunbelt focus and robust internal growth.Net lease and specialty REITs—including Realty Income, Agree Realty, Essential Properties, and VICI—provide durable income, wide moats, and compelling total return prospects.This idea was discussed in more depth with members of my private investing community, iREIT®+HOYA Capital. Learn More » Katsiaryna Kallantai/iStock via Getty Images I began my career in commercial real estate - not behind a desk, but in the field. As a developer, I learned how to create value from the ground up. In the 1990s, I analyzed balance sheetsThis article was written byBrad Thomas119.56K FollowersFollowBrad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real estate transactions. He has been featured in Barron's, Bloomberg, Fox Business, and many other media outlets. He's the author of four books, including the latest, REITs For Dummies. Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives.

The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President. Note: Brad is also related to Nicholas Thomas who contributes to Seeking Alpha. Learn moreAnalyst’s Disclosure: I/we have a beneficial long position in the shares of EQIX, BX, IRM, O, ELS, PLD, EGP, STAG, EPRT, LAMR, INVH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.