DAVOS: My All-American REIT Portfolio

I do believe that investors should pay close attention to Simon and Realty Income – both are screaming Buy Me.

Summary

  • The irony to the President’s trip is that my most popular REIT portfolio – also deemed “America’s Best” is also called the DAVOS.
  • “Back up the truck” is a subjective term as it suggests that one should put all of his or her eggs into one basket.
  • I do believe that investors should pay close attention to Simon and Realty Income – both are screaming Buy Me.
  • The “fundamental business” for REITs is managing their real estate assets to produce strong operating performance by maintaining high occupancy rates and strong rent growth.
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