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Stocking Stuffer Idea: The High-Octane REIT Pick For 2018

We believe that Uniti Group is the “high octane pick” and that this stock has the potential for high alpha returns.

Summary

  • Allocations to listed infrastructure have been on the rise in recent years amid growing demand for real assets offering relatively predictable cash flows and the potential for attractive real returns.
  • We were hoping to see outsized returns by now, but the disruption has sparked our interest as the top turnaround pick for 2018.
  • Call it market timing or call it value investing, we believe that Uniti Group is the “high octane pick” and that this stock has the potential for high alpha returns.