Serious investment thinking that doesn’t take itself too seriously.
Sure, the sector suffered last year, but it’s overcome troubles before and will do so again. Real estate investment trusts, or REITs, were misunderstood for years after they...
I don’t know if you’ve noticed, but the markets have been a little volatile in 2021. Or have they been volatile for the last 12 months? Maybe even longer than that? It’s getting...
WACC is an acronym that stands for “weighted average cost of capital” and this is one of the most important metrics we use in the REIT sector. The WACC is similar to the required...
Call it what you will. The Covid-19 pandemic. The Great Lockdown. The Coronavirus Recession. Whatever label you give it, it remains unprecedented. Never in history has more than...
Have you been to The Bahamas? I was just in beautiful Nassau. And there’s no description for those waters other than 'exquisite.' In fact, it's hard to take your eyes off of the...
As you might very well know, real estate investment trusts, also known as REITs, are legally required to pay out no less than 90% of their taxable income. That’s how they’re...