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I have lost a lot of money investing in REITs. Learn from my mistakes: youtube.com/watch?v=uPdgbW…

REITs continue to be taken out by private equity: City Office REIT to be acquired by MCME Carell for $7.00/share $CIO

$UNIT has surged nearly 50% over the past month. What's going on?

Strong results from $BX - Good news for all other asset managers, including $OWL and $PAX

$LAND has launched another buyback plan for its preferred equity. I bought some more $LANDP

$ARE's results are much stronger than what its valuation would suggest. The oversupply is significant but won't last forever. The consensus estimate is that its growth will accelerate in 2028:

Lots of insider buys at $AHH

$IWG could turn into one of the biggest winners of the AI revolution in the real estate sector. It is becoming reckless to sign long-term office leases today, as no one knows how big a labor force they will need in just a few years from now. The solution is flexible office space

$IWG added more new locations in 2024 than WeWork's total portfolio, and we expect its growth to only accelerate going forward:

What is your biggest holding today? Let me know below. I will start: $IWG

$CUBE owns the best assets in the self-storage peer group, but trades at the lowest valuation. Why are investors buying $PSA or $EXR instead?

$CUBE is priced at a discount to its self-storage peers. I think that it should be priced at a premium:

Will $ARE benefit or suffer from the AI revolution? The population is aging very rapidly, even as 90% of the 10,000+ known diseases still don't have a proper treatment. If AI accelerates the research, more experiments will need to be conducted. This means that the labs should