Summary
Over the years, we have developed a large following on Seeking Alpha, as many of our subscribers know that our in-depth research has allowed us to outperform.
So, in order to make that distinction, we screen for companies that have enhanced price appreciation catalysts that support our annual total return requirements of 25% or higher.
Recognizing the selloff was temporary, we decided to become more fixated on the opportunities for investors to capitalize on the obvious mispricing.
This idea was discussed in more depth with members of my private investing community, Intelligent REIT Investor. Get started today ยป
Back in May, we launched the New Money REIT Portfolio that consisted of 17 REITs, all screened for quality and value. As many of you know, our REIT research is not limited to just a few property sectors. We now cover all categories - a universe that consists of the traditional sectors like retail, office, and apartments; as well as the satellite sectors that include data centers, cell towers, hotels, prisons, farms, and infrastructure.
Over the years, we have developed a large following on Seeking Alpha, as many of our subscribers know that our in-depth research has allowed us to outperform. Having this tactical advantage has enabled us to deliver strong alpha, and the results are impressive: Since May, the New Money REIT Portfolio has returned 16.5% (through August).
Today, the New Money REIT Portfolio has 23 REITs, and in the upcoming edition of the Forbes Real Estate Investor, we plan to break down each of our picks. Keep in mind, we developed the portfolio as our "Strong Buy" basket, and that simply means we recommend the company as a means to telegraph readers "that the company is a blue chip on sale."
