Here are the REITs that are on the top of my list:

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$ADC, $COLD, $GMRE, $O, $SAFE, and $VICI

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There’s a huge buy the dip opportunity now that the fed has signaled they’re going to stop raising rates. These are solid balance sheets that could easily grow 30%+ just with normalizing interest rates let alone actual business performance.

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Which REITs interest you right now?

Took a tracking position in $DTM, the natural gas offshoot of DTE Energy ($DTE). They have some existing pipelines and a sizable expansion planned. With natural gas demand growing, this could be an interesting play. They also have exposure to hydrogen and carbon capture.

They also have grown their dividend to just under 5% with over 15% dividend growth since spin off. Certainly this small cap is going to start popping up on radar soon.

Has anyone done and recent digging on $RICK? They’re starting to look appealing and I’m struggling to see why their shares are in such a sharp decline. Yes their year to year comparisons show declines across the board, but 2022 looks more like an aberration than the norm. Major indicators have reverted to the mean, not below. Add to that the big share buybacks the company is doing and sizable cash on hand, I’m struggling to see why they’re being punished so much.

If you have any insight, please share!

Hit a stop loss on $GGT. So I flipped the remainder to $AMCR (DCA) and to $VICI (new position). I just don’t see $GGT having enough of a turnaround in the next 12-18mos to keep me underwater in this position.

Both $O and $VICI are looking attractive at current valuations. Looking to add to $O and start a position with $VICI as I try to buy the dip in REITs.

What REITs are you looking at?

I’m getting pretty deep in the weeds on $NU. Looks like nearly half of Brazilians use their products at a cost per customer of around .80. Those users generate about $8 each. With expansion eyed in Mexico and Columbia, the future looks bright. That’s a winning formula. If you have looked at $NU, now might be the time.

This is an interesting article posted by Ethan Mollick, on the formerly blue bird app, about the success of using ChatGPT 3.5 (free version) to analyze corporate earnings transcripts. They successfully ID trends in companies whose share prices later became volatile post call.

Here’s the research: https://bfi.uchicago.edu/wp-content/uploads/2023/10/BFI_WP_2023-132.pdf

Did some tweaking to my portfolio. Decreased positions in $XYLD and $QYLD and added to $XYLG and $QYLG due to share appreciation potential. Added to $NML, $RVT, $SAFE and $TXN.

I still have a significant amount of my portfolio in CDs earning 5.4% and the rest in $SPAXX hovering right around 5%. I’m enjoying those worry free interest payments for sure!

With a bunch of issuers potentially being approved for BTC and Ether ETFs, I’m wondering what happens to those product’s prices. I assume the new demand will raise their prices, which seems like an easy swing trade, but that seems too simple. What am I missing?

Used my monthly allotment to add to positions in $SAFE, $SBUX and $TXN. Slowly but surely building those positions.