My REIT Dream Team (Part 2)

America's REIT Dream Team balances five SWAN Anchors with five higher-yield, higher-risk Buoys to optimize total return and diversification. Buoy picks - REXR, COLD, VICI, NLCP, and LADR - offer compelling catalysts: industrial scarcity, food infrastructure, gaming recovery, cannabis normalization, and disciplined capital allocation. REXR, COLD, VICI, NLCP, and LADR each present 20–30%+ total return potential but require careful position sizing due to elevated risk and sector-specific headwinds. This portfolio is designed to thrive independently of macro events, focusing on individual REIT catalysts, prudent risk management, and compounding income.

Last week, I introduced America's REIT Dream Team, a portfolio of 10 REITs that I divided into two groups: Anchors and Buoys. In Part I, I focused on the five Anchors, the higher-quality, Sleep Well At Night (SWANs) REITs that I