SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Grommit who wrote (76902)1/6/2025 7:17:15 PM
From: OlafB  Respond to of 78958
 
If we touch REITs, why don't you consider VICI and CTO?



To: Grommit who wrote (76902)1/7/2025 3:21:45 PM
From: Paul Senior  Read Replies (2) | Respond to of 78958
 
Continuing to add to NNN. Somewhat disconcerting -- now that I have a substantial position here -- that all of the net lease reits I see are down near lows too.

Adding now also to LAND.

Bit more STWD. I'm am hoping the distribution, which hasn't changed in eleven years, just continues. That gives me a 10% yield and a shot for a small gain if stock rises a little.

REXF. A little more here as well.