
My REIT Dream Team (Part I)
Seeking Alpha
公開日時: Aug 30, 2026, 12:00 PM
Sentiment Analysis
America's REIT Dream Team features five 'anchor' REITs positioned for secular growth, robust balance sheets, and resilient dividends.
Each REIT is selected for exposure to powerful catalysts: housing affordability, aging demographics, densification, middle-market capital needs, and American reindustrialization.
Current valuations for AMH, ELS, FRT, EPRT, and EGP are below historical averages, offering potential for double-digit annualized total returns.
I prioritize these anchors for their defensive strength and growth, forming the foundation for a REIT portfolio designed to compound wealth through cycles.
I've been a real estate investor for over four decades, and during that time I've lived through recessions, financial crises, a pandemic, and maybe one day we'll even get an AI apocalypse.
But one thing This article was written by Brad Thomas 119.7K Followers Follow Brad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real estate transactions.
He has been featured in Barron's, Bloomberg, Fox Business, and many other media outlets.
He's the author of four books, including the latest, REITs For Dummies.
Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital.
The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives.
The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President.
Note: Brad is also related to Nicholas Thomas who contributes to Seeking Alpha.
Learn more Analyst’s Disclosure: I/we have a beneficial long position in the shares of ELS, FRT, EPRT, EGP either through stock ownership, options, or other derivatives.
I wrote this article myself, and it expresses my own opinions.
I am not receiving compensation for it (other than from Seeking Alpha).
I have no business relationship with any company whose stock is mentioned in this article.
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Source: Seeking Alpha
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