Durable Income Portfolio Update 10.27.17

The Durable Income Portfolio is the first REIT portfolio I put together back in May 2013. This basket of REITs has grown to 39 REITs and represents the “durable income” proxy for all the REIT portfolios I have created to date.

The portfolio represents a diverse cross section of sectors in which I have carefully crafted a model comprised of about 55% net lease and health care REITs, and 45% growth REITs such as self-storage,…

A large majority of the portfolio includes REITs that have favorable dividend growth characteristics, and I am especially attracted to REITs that have strong fundamentals and predictable earnings growth. I carefully vet these REITs from the Intelligent REIT Lab, selecting companies when there is a wide margin of safety.

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